Opportunity Quote
This report is available from TimeTrak version 22.2
Click here for report details for versions prior to 22.2
The same report setup details apply for this refreshed 22.2 report as the report for versions prior to 22.2 (please see below).
For this version, run the report directly against the Opportunity from the Report option in Mobile.
New look;
Report Parameters for TimeTrak versions prior to 22.2:
Report Parameters:
- OpportunityId: ID of the opportunity you wish to view the report for.
Note: This is by default hidden allowing the report to be run directly from a job.
This report is not enabled by default but is available to be imported as per below:
The ability to add prospects and opportunities to MYOB Exo’s CRM module was added to TimeTrak mobile from version 4.0 as per here: https://timetrak.co.nz/blog/category/crm-features-in-timetrak-mobile/
This report can be run directly from an opportunity in TimeTrak Mobile only depending on users permissions.
As per below it displays the opportunity title, and opportunity quote line details:
This report has been designed in the inbuilt TimeTrak Report Designer meaning it can be customised to include company logos and meet your requirements – you can discuss this with the TimeTrak support team: support@timetrak.co.nz