Reports for addresses
Reports for the address classes (Account, Person, Contact, Couple)
Operating mode
Cloud Suite
On-Premises
Base module
Services & CRM
Additional modules
Budget & Phases
Purchases
Resource Planning
Business Intelligence
In addition to an overview of the individual reports, you will also find the registration information on how the report is registered in Vertec.
Letter
Creates a letter template of the selected address from the CRM.
Registration information
- Type: Office report
- Class: Address
- Output Format: Word pder PDF
- Executable on: Single
- Active: yes
Email Sample Template
The template can be selected in Outlook App, using the output of the report as the content of the email. For more information, see Outlook App: Email Templates.
Registration information:
- Type: Office report
- Class: Address
- Output format: Word
- Outlook App email template
- Active: yes
Short Letter
Creates a short letter from the selected address.
Registration information
- Type: Office report
- Class: Address
- Output format: Word or PDF
- Executable on: Single
- Active: yes