Use the General tab to select report options for the CRM
Project Summary report and to save sets of options for reuse.
Contents
| Field | Description |
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| Report Name
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You can change the default report name.
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| Create Activity
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To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report,
Ajera CRM displays the Activity dialog box so that you can enter the activity information.
Ajera CRM then creates an activity for each
project included on the report.
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| Report Sections to Include
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By default, the report includes the following sections:
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Project
- Team
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Clients
- Contacts
- Descriptions
- Activities
- Dates & Costs
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Project Codes
- Awards
- Marketing Campaigns
To exclude a section, clear the check box for that section.
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| Page Break Between Sections
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Select this check box to begin each section on a new page.
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