viperman67

Hi, We are wondering about a report (customizable). We want to be able to set a data range or pick a month (such as next month) and have a report that shows all projected invoice items. Many of us call this a pre-bill. If possible it should be arranged by customer with products for that customer then a sub-total by customer and finally a total. Please don't give me the line about "find the reports and start customizing" some of us really are not that adept at this type of work. Any ideas or any already created reports of this type? Thanks in advance! mjs

I do see the "new order" to which you were probably referring on the summary tab, but it is tiny and know my team.... ahem, myself included, I would prefer the option to be on the products/domain tabs also. Thanks for your initial reply. - Matt

I was not asking HOW to import new clients. I want the Add Product and Add Domain link PERMANENTLY on those tabs under a client. Otherwise it is a pain. This way our team can select a client (who already has orders/domains) go to the appropriate tab and simple click add new...

We see that you can order a product for a client when they have No products or domains, however, we want a link to order a product for a client on both product tab and domain tab ALL THE TIME. This is favorable for the way orders are entered on behalf of clients by our sales staff. Am I overlooking something?