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Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
en:mr_aru_reskontro [2022/11/01 12:37] triinp |
en:mr_aru_reskontro [2022/11/01 12:55] triinp [4. Fine tuning] |
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=====1. Filters and filter options ===== | =====1. Filters and filter options ===== | ||
- | {{:et:triinp20221101-111052.png}} | + | {{:et:triinp20221101-124953.png}} |
Picture(1) | Picture(1) | ||
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***Excel sheet {{:et:excel_ikoon.png?|}}**(shortcut F12 or Alt+E) – options: with customer information (same as on the screen), as table (allows to combine data from columns). | ***Excel sheet {{:et:excel_ikoon.png?|}}**(shortcut F12 or Alt+E) – options: with customer information (same as on the screen), as table (allows to combine data from columns). | ||
***Save report {{:et:aruanne_ikoon.png?|}}**(shortcut Alt+A) - save report to your own menu with selected name. | ***Save report {{:et:aruanne_ikoon.png?|}}**(shortcut Alt+A) - save report to your own menu with selected name. | ||
- | ***Split label** - choices: numbers, days | ||
{{:et:triinp20221101-120834.png}} \\ | {{:et:triinp20221101-120834.png}} \\ | ||
Picture(3) | Picture(3) | ||
+ | ***Split label** - choices: numbers, days | ||
{{:et:triinp20221101-120515.png}} | {{:et:triinp20221101-120515.png}} | ||
{{:et:triinp20221101-120651.png}}\\ | {{:et:triinp20221101-120651.png}}\\ | ||
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__**5.2.1. Add a customer debt comment to sales ledgers:**__ \\ | __**5.2.1. Add a customer debt comment to sales ledgers:**__ \\ | ||
- | {{:et:jane20210916-154305.png}}\\ | + | {{:et:triinp20221101-124225.png}}\\ |
Picture (10) | Picture (10) | ||
Also visible when grouped by customers. | Also visible when grouped by customers. | ||
- | {{:et:jane20210916-154515.png}}\\ | + | {{:et:triinp20221101-124349.png}}\\ |
Picture (11) \\ | Picture (11) \\ | ||
:!: If there is no change option, the user does not have the right to change the client card. | :!: If there is no change option, the user does not have the right to change the client card. | ||
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__**5.2.2. The customer's internal comment can be viewed without the possibility to change it**__ | __**5.2.2. The customer's internal comment can be viewed without the possibility to change it**__ | ||
- | {{:et:jane20210901-204444.png}} | + | {{:et:triinp20221101-124837.png}} |
Picture (13) | Picture (13) | ||