Client Reporting

  • 1
  • Idea
  • Updated 3 years ago
  • Not Planned
I was trying to run a report which includes Client Name/Contact/Email/Telephone No. however, I after looking at every report we currently have in Replicon and I was unable to find one which would let me include the clients email.  I have been informed that the client email address column is not available.  Could it be possible that we could have this included within the report options as this is vital client contact information which we can not readily access as a whole.
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Zoe

  • 25 Posts
  • 2 Reply Likes

Posted 3 years ago

  • 1
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Lingaraj Dharwad, Product Champion

  • 1100 Posts
  • 46 Reply Likes
Hi Zoe,

Thank you for using Replicon community,

Our PM team will review your idea. 

Thanks,
Lingaraj
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Lingaraj Dharwad, Product Champion

  • 1100 Posts
  • 46 Reply Likes
Hi Zoe,

This idea is currently Not planned, however, our PM team will be revisiting this when planning for next years roadmap begins.

Thanks,
Lingaraj
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Roberto De Pedrini

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Hi Lingaraj, some news about this idea ? I need the same thing .. I want to send a "Call report" to my clients everytime me or my team add a new entry in a timesheet ... e.g. If this evening I'll add a new entry in a timesheet for my work, like 8 hours for client ACME Inc ... I need to send to Acme Inc a mail with details (Hours, Comments and some other personal fields for this specific entry).
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Aashnee Kamboj, Community Moderator

  • 1516 Posts
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Hello Roberto,

Thank you for using Replicon Community!

We wish to confirm if you will be using Client Contact/Email/Telephone No in the report. As it is possible to configure a report that contains Client Name, Hours, Comments.

Thanks,
Aashnee Kamboj
(Edited)