Active Customer Map

8/7/2023

I want to make sure I am not missing any of my customers on a trip through the territory next week... Give me a map of my active customers, ones who have been buying from me in the last year.

Find Customers under the Contacts menu.
Use one of the pre-defined filters that shows just the Active Customers.
Switch to Maps view.

The addresses for each customer are marked with pins on the map. Zoom using the the buttons on screen, or your mouse cursor and wheel, to view specific areas of interest. Click on the pins to show each Customer's contact information and some sales numbers.

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ChangeLog: In-App Links updates and fixes; Aggregates and Metrics

4/25/2023

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Ever notice the underlines entries in a row of a table or card? If you click anywhere else, you open the item for that page -- in this case, you would open the Customer details dialog. If you click the links, however, you get a separate tab direct to the item you clicked on -- in this example, clicking on ABC Paper gets you the ABC details dialog from the Company list; clicking on Diego gets you the Sales Rep entry details from that list.

You'll find these links throughout the app, from Orders to Activities. The usefulness is that you can both (a) jump directly to an entry, without having to click through to it from the details dialog; and (b) open entries in new tabs, so you don't move away from what you are working on and can flip back-and-forth to reference information.

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ROI with Activity Tracking

7/13/2022

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When you're taking a look at your business' profitability, one of the factors to consider is whether your Principals and/or your Customers are generating a good ROI (return on investment). Being able to track the ratio of earnings to time spent on these partners gives you a general idea of the success of your sales efforts and your profitability.

We all have our favorites - favorite manufacturers and favorite customers. These are the people who we feel most comfortable with, who appreciate us, and who we spend most of our time working for (manufacturer) or selling to (customer). What we don't often do is check to make sure that the time spent is worth it - i.e. a good ROI.

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Active Customer Map

ChangeLog: In-App Links updates and fixes; Aggregates and Metrics

ROI with Activity Tracking

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