ACT! Premium for Workgroups - AddOns - DATAPLUSby HD

Completes Your CRM Solution for ACT! Premium for Workgroups

Custom Integrated Accounting Solution

Companies
• Companies & Divisions Linked!
• Contacts Linked with Companies and Divisions!

Accounts Receivable
• List of all your customers!
• List of balance due per customer!
• List of all invoices!
• List of all invoices per customer!
• Aging report!

Accounts Payable
• List of all your vendors!
• List of balance due per vendor!
• List of all invoices!
• List of all invoices per vendor!
• Aging report!

Equipment
• List sold to your customers, serial number, install date!
• Yearly service calls per equipment!
  • Drill down for all service calls to specific equipment!
• Is equipment under an active contract?
  • Drill down to contract details!
• Total YTD equipment sales per customer!
• Restraints by Customer or Sales Representative!

Inventory
• List sold to your customers, date sold, quantity, price, extended price!
• Total YTD inventory sales per customer!
• Restraints by Customer or Sales Representative!

Contracts/Leases
• List all your contracts, start date, expiration date, and base rate!
• Total YTD contract sales per customer!
• Restraints by Customer or Sales Representative!

Sales Orders
• List all your sales orders, date, type, and total sales!
• Sales order details, item, sales order date, fullfillment date, price!
• Restraints by Customer or Sales Representative!

Work Orders
• List all your work orders, date, status, call descriptions and total sales!
• List all your work orders per customer!
• Review total work orders for each piece of your customer's equipment!
• Restraints by Customer or Sales Representative!

Reports
• Crystal Reports

Customization
• We will build custom views to support your companies specific needs!