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Exact Synergy Enterprise
How-to: Set up report Account Summary Dashboard (CRM)
This report shows a summary (top 5) of 5 configurable activities/processes (requests) for an account over the last two years.
Configure
the parameters according the below screenshot:
The security can be set by linking the correct roles to either the
report group
or
report
itself.
Below you can see a screenshot of the report itself:
Main Category:
Support Product Know How
Document Type:
Online help main
Category:
On-line help files
Security level:
All - 0
Sub category:
General
Document ID:
21.376.875
Assortment:
Exact Synergy Enterprise
Date:
19-10-2012
Release:
245
Attachment:
Disclaimer