For the complete documentation index, see llms.txt. This page is also available as Markdown.

Reports

CRM Contract Manager includes the standard Sage CRM reporting functionality, allowing users to generate reports based on contract information and related data.

Reports Overview

Standard Sage CRM reporting features are available for all aspects of CRM Contract Manager, including detailed information related to contracts.

Two sample reports are provided with CRM Contract Manager:

  • Contracts by Account Manager

  • My Contracts

These reports can be used as supplied or customized to meet your organization's reporting requirements using the standard Sage CRM reporting features.

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