Within RaveBuild’s Client and Site/Build tabs, is the ability to export your information into CSV files with customised selections. Now, RAVE users can easily save their report criteria as a template for future export. This means that you only have to enter the combination of search fields that you wish to export once, as they […]
Customised export templates in Clients and Site/Build Tabs Users can now save their custom export selection under the Clients and Site/Build Tabs as a template. New tab “Templates” is now displayed under Clients, where all the saved templates can be viewed. Before exporting as CSV, custom criteria can be saved as a template. Templates can be […]
If you are someone who wants to succeed in the area of business, then your environment – the key people around you, will have the biggest influence. To put it really simply, there are three top things you will need from your key people that will help you succeed in your business. The key people that […]
New Custom Sales Report – New Feature There are 2 new Sales Report tabs (Sales Overview and Invoice Overview) available to Branch Owners via Sales Reports in their User Profile dropdown menu The Sales Overview report, is an opportunity cascade Report with date range picker. This Report displays all the Client Projects that have had […]
Amongst recent updates and tweaks, our team have added two brand new report tabs for branch owners to access. These tabs contain reports on sales and invoices that can be viewed according to date range, making it easier than ever to track opportunities and payments within RAVE. Both custom reports can be printed and/or exported […]