Geminate Contactlist Report
Contact List Report
Geminate comes with a feature to generate contact list pdf report for sales team. different sales guy can generate contact list report based on their access level.
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Exciting Features
Contact list report in pdf format
Total count of contacts per sales person and necessary details to contact them.
Contact list report with own contact list as normal sales person [ Sales > 'User: Own Documents Only' ]
Contact list report by sales person as sales manager [ Sales > 'User: All Documents' / Sales > 'Manager' ]
Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Screenshots
Step 1. Configuration of 'Joel Willis'.
Step 2. Login with Joel Willis and Click on 'Contact list Report'.
Step 3. Select 'My Contact(s)' checkbox and click on 'Print' button.
Step 4. Here is the contact list report with Own Contacts.
Step 5. Configuration of 'Demo User'.
Step 6. Login with Demo User and Click on 'Contact list Report'.
Step 7. Select 'By Sales Person' checkbox and click on 'Print' button.
Step 8. Here is the contact list report with All Contacts by selected sales person.
Step 9. Configuration of 'Admin User'.
Step 10. Login with Admin User and Click on 'Contact list Report'.
Step 11. Select 'By Sales Person' checkbox and click on 'Print' button.
Step 12. Here is the contact list report with All Contacts by selected sales person.
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