You interact with people, you phone them, make appointments with them, keep notes to track details – we are all in the people-business.
But in fact, in sales we need to track how and what we are doing with the individual person’s Organization. We need to make certain we are keeping our sales and… Continue reading...
The EBSuite application always opens at the Main Page. From the Main Page all users will see the submenu items of the Main Page including the Dashboard and Reports.
The link to the Dashboard is right under the Main… Continue reading...
In EBSuite you can use Report Builder to schedule periodic reports. This involves a few steps:
- Create a new ‘Report Builder Definition’
Click on the [Create New Report] button under ( Organization / Contact / Opportunity / Case ) -> Reports -> Report Builder
- Save the report definition. Note down the definition
The Custom Report is available in EBSuite for all of the major entities (Contacts, Organizations, Cases, and Opportunities). The Custom Report allows the user to define the search criteria for the subject of the report, then define how the data should be displayed.
But perhaps, the most productive aspect of the Custom Report is the… Continue reading...
By setting up Escalation Rules in EBSuite, SLA (Service Level Agreement) thresholds can be closely managed. The Escalation Rule engine can be setup to strictly enforce SLAs by alerting and notifying the next tier responsible party when service thresholds are in danger of being violated.
We posted an in-depth explanation of how
Case escalation in the EBSuite Support module allows the support organization to setup rules that govern when and how a case is escalated. Reporting on the escalation history is just a matter of tracking the escalation activity and time. Continue reading...
Entity Custom fields are fields defined by the EBSuite account holder that permit one record to be “associated” with another record. So now it is an easy task to find all of the Records in the database where the “associated” person has been linked.
If further reporting is required to find a compound relationship e.g… Continue reading...
Ever wondered what are all those case reports? Which one is the perfect match for you? We just posted a new ‘Case Report Guide’ in our ‘Learning Center‘.
‘Learning Center‘ -> [Online Help] -> Case Report Guide
There is also a download PDF for this doc… Continue reading...
Reporting from any database source has three conditions:
Defining the Search and Sort Criteria
What Information is Displayed
What Time Period is Represented
The EBSuite Report Builder allows the User to specifically define all three conditions.
Review this snapshot video
We have just added 5 new reports
- Main -> Reports -> Activity / by User
This reports shows for each user, how many Calls/Appts/Tasks/Notes/Emails/Opps/Cases has been processed / attended / closed.
- Case -> Reports -> Case Report – Status / Assignee
- Case -> Reports -> Case Report – Duration / Assignee