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This text refers to program version 6.2  

Report Window - Drill-down

Standard CRM has a unique drill-down feature in some reports when you print them to screen. For example, when you have a Quotation Journal report on the screen, you can click on any of the Quotation Numbers in the report. The Quotation record will open, showing all the details recorded for the event. The following picture shows the result of the above example.

Text with the drill-down feature is shown underlined in a screen report.

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In this chapter:

• Browse window
  

• Record window
  

• Report window, including:
  
  • Printouts
    

  • Searching
    

  • Recalculating
    

  • Drill-down
    

  • Attaching Reports to Records and the Personal Desktop
  
  
• List window
  

• Specification window
  

• File dialogue window
  

• Business Communicator window

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• Home page for Working Environment manual
  

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