To access the Reporting Module, click on 'Reporting' at the top right of your screen.
With permission you will see either Company, Branch or Salesperson tabs to the top left.
We are looking for Branch reporting for this report.
Click on the CRM tab to the left and you will see all of the CRM reports you have access to
Reporting | CRM | Client Search
Rave offers a Branch-wide client search.
This search field allows user to find clients across the branch very quickly.
Searching for the Name Black will give me all clients who have black in their first name, last name or organisation name.
I can see the Client information and then any enquiries linked to them and if they are active or inactive.
Clicking on the hyperlink for the Enquiry refence will take you to that enquiry in the CRM system.
