| Quick Actions | |||||
|---|---|---|---|---|---|
| Add Client | }?>Add Leads | if(($G_isAdminUser == '1' ) || ($G_salse_representive == '1' )){ ?>Create Proforma | }?> if($G_isAdminUser == '1' ){ ?>Create Quote | Create Order | Create Invoice | }?>
| Current Date leads | ||||||
|---|---|---|---|---|---|---|
| Name | Lead For | Lead Source | Client | First Contact Date | Contact Date | Lead Score |
| =$Name?> | =$leadforname?> | =$leadsourcename?> | =$client?> | =$contactdate?> | =$nextcontactdate?> | |
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| Recent leads | ||||||
|---|---|---|---|---|---|---|
| Name | Lead For | Lead Source | Client | First Contact Date | Contact Date | Lead Score |
| =$Name?> | =$leadforname?> | =$leadsourcename?> | =$client?> | =$contactdate?> | =$nextcontactdate?> | |
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| Recent Proforma | |||||
|---|---|---|---|---|---|
| Date | Proforma No | Client | Amount | ||
| =$invoicedate?> | =$invoiceno?> | =$billed_membername?> | Rs.=format_number($InvoiceTotalAmount)?> | ||
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| Recurring Invoices | |||||
|---|---|---|---|---|---|
| Status | Date | Invoice No | Client | Amount | balance |
| =$status?> | =$invoicedate?> | =$invoiceno?> | =$billed_membername?> | Rs.=format_number($InvoiceTotalAmount)?> | Rs.=format_number($balance)?> |
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| Recent Payments Received | |||||
|---|---|---|---|---|---|
| company name | Payment Date | Amount | |||
| =$billed_membername?> | =$payment_date?> | Rs.=format_number($chequeamount)?> | |||
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| Recent Invoices | |||||
|---|---|---|---|---|---|
| Status | Date | Invoice No | Client | Amount | balance |
| =$status?> | =$invoicedate?> | =$invoiceno?> | =$billed_membername?> | Rs.=format_number($InvoiceTotalAmount)?> | Rs.=format_number($balance)?> |
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| Recent orders | |||||
|---|---|---|---|---|---|
| Status | orderdate | Client | Amount | Balance | |
| =$status?> | =$orderdate?> | =$billed_membername?> | Rs. =$InvoiceTotalAmount?> | Rs. =$balance?> | |
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| Recent Quotes | |||||
|---|---|---|---|---|---|
| Date | Quotation No | Client | Amount | ||
| =$invoicedate?> | =$invoiceno?> | =$billed_membername?> | Rs.=format_number($InvoiceTotalAmount)?> | ||
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