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Reports and Charts

Web Connect Release

Features and Enhancements for the latest release of Web Connect Sales Process: Leads Tracking and Management The new Leads Tracking and Management feature provides a way for sales staff to create a “potential” Prospect without possibly prematurely creating a P21 Prospect. Users can quickly add a Lead with attributes including Sales […]

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Web Connect P21 Data Explorer

The Data Explorer in Web Connect allows you the ultimate in flexibility and complete control over creating custom views of your P21 data or any other data source you may have. For each data connector you create, you can immediately visualize the results in data grids (that behave much like […]

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Web Connect Latest Features

June 2016 Release Opportunities: Enhanced the Opportunity Details screen to show the Type, Status Stage and Step description when a user selects an option from the associated dropdown lists. Created a new “Opportunity Forecast” screen that charts opportunities based on either the Anticipated Close Date or Next Step Date. Created […]

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Zip Radius Mapping and other Web Connect Features

Over the past several months we have released a number of new features and enhancements including: Ship-To Listing Contract Order Forms Extended Order Details Quick Quotes Enhanced Customer Details New visual indicators such as backorders, specials and directs for Order Listings New User Permissions relating to cost methods and inventory […]

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Customer Portal

Features: • Activity/Metrics Dashboard • Quote Lookup/History • Order Lookup/History • Invoice Lookup/History • Quick Orders • Remote Order • Item Lookup • Order Detail • Invoice Detail • Aging • Item Detail • Shipments/Proof of Delivery • Purchase History • Unlimited Customer User Accounts • Customer Admin can set up other customer user accounts

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