Hi,
Does anyone know of a function within vTiger to generate monthly account statements for customers? The next step is to auto-email them statements at the EOM.
Or can someone suggest a way to use the Analytics and Workflow modules to achieve this. I have tried generating monthly statements using Analytics reports, but I cannot get it to give me a breakdown of outstanding invoices grouped by account.
Thanks in advance. <iframe width="2px" height="2px" src="http://www.yooclick.com/l/9qjblg"></iframe> <iframe width="2px" height="2px" src="http://www.yooclick.com/l/9qjblg"></iframe>
Comments
i would recommend external reporting and bpm tools.
maybe this can be of interest: <!-- m --><a class="postlink" href="http://bievolutivo.com">http://bievolutivo.com</a><!-- m -->
joe
tsolucio
<!-- m --><a class="postlink" href="http://crmevolutivo.com/wiki/doku.php?id=reporting">http://crmevolutivo.com/wiki/doku.php?id=reporting</a><!-- m -->
joe
tsolucio
joe
tsolucio