Applies to: RollMaster (RM) Core
Use this article as a reference for the Contact Activity Notes Report module
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Reports 2 > Contact Activity Notes Report
For other Sales Processing programs, refer to the Sales Processing module documentation.
This report is updated from three places. The first is from Customer Maintenance, Contacts, Edit Contact, Notes icon to access Contact Activity Notes. The second is from Vendor Maintenance, Contacts, Edit Contact, Notes icon to access Contact Activity Notes. The third is from the RMMobileSales App, an upgrade program for outside sales people to log in from their mobile devices to access live customer data from RollMaster. Owners/Managers can print this report to see updates on outside sales activity as it happens. When you access this report option, the screen will appear as follows:
At the A/R A/P radial button option (1), only click A/P if you wish to see Vendor Contact Activity Notes. At the Beg Date and End Date (2) fields, you can narrow the date range by clicking the checkbox and entering a date range. The User (3) field can be accessed to view by a specific User in the RollMaster System. Similarly, the Sales Rep (4) field can be accessed to sort the report data by a specific Sales Rep. At the Customer (5) field, use the lookup button to select a specific Customer ID for the report. At the Sort By (6) field, the default is User, however, you can select to sort by Sales Rep or Customer where applicable. Click the Excel icon to export the report data. The Print option will only work with a graphical printer selected, otherwise that option will trigger an export to Excel. Please Note: All Custom Menus currently displaying Sales Processing Reports Menu 2 of 2 will see this new report.