View your quotes and create reports

customertrax 1. Handle CRM 1.0

You can search, report, export, map and add to Target based on JDQuote information using Handle Advanced search.

  1. Select JDQuote from Navbar
  2. Select from pre-loaded saved search or create your own!
     
  4. Available fields to search by
    1. Account details (Company Name, Account Number, etc)
    2. Quote Type
    3. Quote Name
    4. Sales Rep
    5. Customer ID / CKC ID
    6. Customer Name
    7. Quote ID
    8. Status
    9. Balance Due
    10. Expiration Date
    11. Create Date
    12. Linked to Account
    13. Linked to Opportunity
  5. Optional grid display fields
    1. Account
    2. First Name (Account)
    3. Last Name (Account)
    4. Email (Account)
    5. Work (Account)
    6. Mobile (Account)
    7. Delivery Address (Account)
    8. Delivery Apt/Suite (Account)
    9. Delivery City (Account)
    10. Delivery County (Account)
    11. Delivery Country (Account)
    12. Delivery State (Account)
    13. Delivery Zip (Account)
    14. Branch (Account)
    15. Class (Account)
    16. Account Number (Account)
    17. Owner
    18. Customer Name
    19. Linked To Account
    20. Linked To Opportunity
    21. Quote ID
    22. Sales Person (JDQuote)
    23. Creation Date
    24. Quote Type
    25. Expiration Date
    26. Status
    27. Balance Due
    28. Cust ID (CKC)
    29. Quote Name
  6. Quoting on mobile