- 1 Introduction
- 1.1 About Zdoo
- 1.2 Zdoo Features
- 1.3 Technical Support
- 1.4 Zdoo License
- 2 Install and Upgrade
- 2.1 ZDOO Installation (for all systems)
- 2.2 One-click Installation Package for Windows (Recommended)
- 2.3 One-click Installation Package for Linux
- 2.4 Upgrade Zdoo
- 2.5 Zdoo Cloud
- 2.6 Remove zdoo from the address
- 2.7 Data Backup
- 2.8 Install Ioncube
- 2.9 Install php-zip
- 3 CRM
- 3.1 CRM Workflow
- 3.2 Add Product
- 3.3 Add Customer
- 3.4 Create Order
- 3.5 Sign Contract
- 3.6 Manage Contact
- 3.7 Manage List
- 3.8 Manage Supplier
- 3.9 CRM Settings
- 3.10 CRM Report
- 4 OA
- 4.1 Todo
- 4.2 Review
- 4.3 Announcement
- 4.4 Attendance
- 4.5 Leave
- 4.6 Makeup
- 4.7 Overtime
- 4.8 Business Trip
- 4.9 Reimbursement
- 4.10 Lieu
- 4.11 Egress
- 4.12 Holiday
- 4.13 Settings
- 5 Cashflow(Cash)
- 5.1 Introduction
- 5.2 Basic Settings
- 5.3 Add Bank Account
- 5.4 Manage Account
- 5.5 Keep Account
- 5.6 Batch keep accounts and import
- 5.7 Reconciliation
- 5.8 Report
- 6 Project (Proj)
- 6.1 Project Workflow
- 6.2 Create Project
- 6.3 Create Task
- 6.4 Actions in a project
- 6.5 Action Views
- 6.6 Actions in a task
- 7 Document(Doc)
- 7.1 Introduction
- 7.2 Create Document Library
- 7.3 Create Document
- 8 TEAM
- 8.1 Introduction
- 8.2 Settings
- 8.3 Modules
- 9 Inventory(PSI)
- 10 Flow
- 10.1 Introduction
- 10.2 Built-in Flows
- 10.3 Features
- 10.4 Examples
- 11 Ameba
- 11.1 Amoeba Management
- 11.2 Start Ameba
- 11.3 Ameba Category
- 11.4 Ameba Department
- 11.5 Expense Distribution Rules
- 11.6 Income Distribution Rules
- 11.7 Ameba Budget
- 11.8 Ameba Trade
- 11.9 Ameba Report
- 12 Administration
- 12.1 Settings
- 12.2 User
- 12.3 Privileges
- 12.4 Apps
- 12.5 Email settings
- 13 Integration
- 13.1 Introduction
- 13.2 Integrate ZenTao
- 14 Customization
- 14.1 Get Ready
- 14.2 Zdoo Directory
- 14.3 Find the Code
- 14.4 Database Structure
CRM Report
- 2016-09-01 09:08:29
- tengfei
- 5578
- Last edited by MCFEY on 2020-05-18 10:20:35
Zdoo can generate basic reports of orders, contracts, and customers so to give you a better understanding of your orders, contracts, and customers.
1. Reports on orders
Go to Order->Report and check the type of report you want to generate in Zdoo, such as by the number and the amount of money of "Product", "Product line", "Status", "Assigned to", "created by", etc. Click Generate and you will see the report in the right column of the page.
2. Reports on contracts
Zdoo can generate reports of contracts, such as by the number and the amount of money of "Contract status", "Delivery", "Payment", "Assigned to", "created by", etc.
3. Reports on customers
Zdoo can generate reports of customers, such as by "Assigned to", "status", "level", "size",etc.
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CONTACT US
- Email: Philip@easycorp.ltd
- Skype: philip517
- Whatsapp: +86 185 6395 3295