Report Scheduler

από WORK 365

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(2 αξιολογήσεις)

Report Scheduler add-on enables easy scheduling of CRM data which is delivered via email.

Using Report Scheduler Add-on, any CRM user can schedule out-of-box System Views as well as user-created Personal Views and have them delivered regularly in their mailboxes on any scheduled day and time.
  • Interface to set-up recurring and automated email of CRM data on a periodic basis
  • Event Reminder (Birthday \ Anniversary \ Contract expiry \ Opportunity close date approaching, etc)
  • Allows Grouping, Sorting and Totaling of records
  • Users can easily receive CRM data in few clicks without any IT support
  • Mobile Friendly (option to have the data sent in the body of the email)
  • Direct navigation to CRM records from email via a click link
  • Handles scheduling across multiple time-zones
  • Can send the data even to non-CRM user email addresses
  • Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images.
  • Multi-User Scheduling of single report (each user will receive only his data)

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