ProjectManagement based on SAP Business One > Customer Relationship Management > CRM Web Client

 

The CRM Web Client provides information on the activities, projects and sales documents that have been assigned to a customer and enables to manage the customer's contact data.
CRM Web Client
Customer CardPartner Product Available
Enables the user to manage information on the customer and the customer's contact person.
 
Sales Document InformationPartner Product Available

Enables the user to open sales documents, such as sales quotations, delivery notes, invoices etc. in the Web Client and to print the documents in PDF format. It shows further the payment information of the accounting department concerning invoices and credit memos.
 
ActivityPartner Product Available

Enables the user to view all recorded activites and documents that have been assigned to the customer.
 
Project InformationPartner Product Available

Provides an overview of all projects that have been assigned to a customer. Single projects can be selected.
 
Support InformationPartner Product Available
Provides information on maintenance contracts and alerts.
 
Opportunity CreationPartner Product Available
Allows creating new opportunities in the Web Client with the basic data, such as start date, potential amount, stage and contact person for business partner.
 
SAP Product Available Partner Product Available SAP Product Available with Future Releases Partner Product Available with Future Releases Future Focus