Winston Notes

Customer Reports provide specific details about customer activity throughout iPoint.

Note: Click on the report name to see a sample of the report and the options available.
Click the module reference after the description to see where the data comes from.

Available Reports:

Customer Notes – a list of all notes captured for the customer in CRM, Projects, and Work Orders.

Payments Received – is a list of payments that your customers have paid. Payments can be directly applied to an Invoice or through the Payment portal.

Customer Activity – shows a list of the sales activities completed by staff members within your organization.

Customer Current AR – this is a list of customer invoices including the balance due.

Customer Bad/Bounced Emails – reports a list of bad emails (those that have bounced or were undeliverable) taken from marketing campaigns.

Last modified: 30 Mar 2020

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