Reports for addresses
Reports for the classes address entry (company, person, contact, couple)
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 19.04.2010
Machine translated
Updated: 09.10.2023
|
Added Outlook App email template from version 6.7.
In addition to an overview of each report, you will also find the registration information on how the report is registered in Vertec.
Letter
Creates a letter template of the selected address from the CRM.
Registration information
- Type: Legacy Office report
- Class: Address entry
- Output Format: Word pder PDF
- Executable on: Single
- Active: yes
Email Sample Template
The template can be selected in the Outlook app, using the output of the report as the content of the email. For more information, see Outlook App: Email Templates .
Registration information:
- Type: Office report
- Class: Address entry
- Output format: Word
- Outlook App email template
- Active: yes
C5 Envelope
Prints a C5 envelope. The corresponding address is printed on the envelope as the recipient’s address. The sender is the company specified as Firma in the system settings > General.
Registration information
- Type: Legacy Office report
- Class: Address entry
- Output Format: Word pder PDF
- Executable on: Single + List
- Active: yes
Fax
Creates a fax template of the selected address.
Registration information
- Type: Legacy Office report
- Class: Address entry
- Output format: Word or PDF
- Executable on: Single
- Active: yes
Short Letter
Creates a short letter of the selected address.
Registration information
- Type: Legacy Office report
- Class: Address entry
- Output format: Word or PDF
- Executable on: Single
- Active: yes
List of addresses
Creates a list of all addresses located in the selected folder.
Registration information
- Type: Legacy Office report
- Class: Address entry
- Output format: Word or PDF
- Executable on: List
- Active: yes