Reports & Dashboards / Tasks & Notifications:
- Creation and configuration all types of reports:
- Tabular
- Summary
- Matrix
- Joined reports
- Reports scheduling, subscribing and export;
- reporting (+ auto-run; notifications; export; filters & rules);
- custom report types full configuration;
- Dashboard configuration, creation, moving to home page;
- Auto-reports & e-mail notifications’ setup;
- Tasks, Events managements and full configuration;
- Notifications on any object / cross-object conditions met;
- Email templates configuration (together with grabbing all the data in email; letterheads management);
- Mass email configuration, setting up;
- Email configuration, Gmail integration