Customer Relationship Management

Street Address Lookup

This app adds a street address lookup button to all the address controls in Greentree to allow use of a third-party web address lookup service. This app gives you the ability to search for a street address, by entering part of the address. It is...

CRM Asset Quote Create

This App allows creation of a CRM quote from a physical asset with selection of stock items.  

KPI Metrics Reporting

  This App will provide functionality for service request KPI reporting.

Auto Email Invoice on Creation

This App will automatically email an invoice using standard invoice delivery rules on the customer (i.e. set to receive invoices by email). There is an optional UDF flag on a customer to exclude specific customers.

Webview CRM Maintenance

WebView CRM Maintenance This App will allow access to WebView CRM Maintenance pages for CRM related data. These pages can be added as drilldowns or you can add them to the menu directly If they are added as drilldowns from other pages, then you will...

Customer Alerts

This app will display alerts in Sales Order entry or CRM Quote entry when a customer is selected. Alerts are set up in Customer Maintenance.A system script is available for mass loading alert text. For Verde customers currently using Verde Sales Notes,...

AR Credit Management Workbench

This App provides a simple workbench for Customer Management, with a focus on credit status.

Sending SR attachments

CRM Service Request Email including Attachments This app gives you the ability to add attachments to an emailed Communication from a Service Request.  

AR Credits from CRM Requests

Link inventory transactions to CRM Calls This app gives you the ability to link inventory transactions to CRM Calls. This might be done to assist in monitoring; Goods being returned Goods sold and needing service or repair Goods to be modified...

CRM Asset Related Maintenance

Allows visibility of maintenance requirements on related physical assets. Physical assets with maintenance cycles frequently have related assets and it may be preferable to do the maintenance on those assets at the same time. When reviewing specific...

Bulk Asset Usage Entry

This App allows updates to assets usage in bulk (update all child assets with usage enabled)This is to avoid having to record usage for each individual asset when there are sub assets whose usage is the same as what is recorded at the parent...

Convert Service Request Scheduled Time to a JC Timesheet

This App is designed to record employees' time on JC Jobs, where the organisations uses the CRM Service Request scheduler to plan and organise the daily activities of their ‘Service Persons’. It uses the ‘Service Person’ assigned...