The following reports were added or enhanced for Total Activity Control 2005:
• Site Notes
Report now includes the site name along with the site number.
• Sales Progress Tracking by Site Notes
Report now includes site code, and status notes.
Notes included in site status have note codes SFUP- Sales Follow Up and codes starting with CB-Call Back.
• Export Invoices, Statements and Ledgers.
This previously required administrative control. Now available to everyone.
• Age reports now suppress all sites with no amounts due.
• Credit Limit
New financial report lists all sites past credit limit.
• Credit Card Audit
New financial report verifies if credit cards on file are past expiration dates.
• Service Stop List
Report now has page breaks between routes/days.
• Reference File 15
Reports have been added to list operational defaults for rate codes. You can also use the search fields to print any group of rate codes..
• Site Code Analysis
New report gives counts of sites grouped by site code, used for tracking potential sales activity