The app helps in keeping accounts and records on clients and provided services. It has two pages:
- «Log of services»;
- «Register of service receivers».
«Log of services» page contains the information on services which was drawn from deals, leads and contacts. If during data aggregation from several sources a discrepancy is detected in some sources, there is a set by priority – which of the options is considered to be reliable. In case there is no information at all, the input field remains empty in a report.
«Register of service receivers» page contains information on customers drawn from contacts, deals and leads.
Each page has an option of data filtering and exporting to XLSX. Data in exported file saves filtering sets.
