Document and report system

The JustRelate CRM offers you a variety of prepared documents, document templates and files. You can use them for creatingyour own documents and document templates. In particular, the reports at forms and automatically generated correspondences use system-internal templates that support quick results when creating correspondences, reports and memos.

Automatic reports in the CRM forms can be created using the standard Print function. In this case, Print refers to using the report manager. Usually, a PDF document is automatically created which can then be reused accordingly. You can generate a report on the currently displayed record, or select several records and generate a report on them.

Note: Typically, a standard report template is assigned to the forms, which is used to generate the report (data sheet). If no report template is assigned to the form, the data is written for Microsoft Excel. If Excel is not installed on the client, a file selection dialog is displayed to save the data as a file in CSV format.

In the toolbar of various forms, functions are available that generate documents from templates that have been provided for these forms. This includes, for example, the automatic generation of product specifications and price quotations from processes.