I want to use in the interim QF as a rather crude CRM until the integrations are in place with QF (how long and which CRM is this looking like?) but are you able to tell me how I can report on dates that QF captures already?
I want to capture (and be able to extract) when a customer is added to the system, when that customer is quoted and then when that customer is converted to an invoice and subsequently then pays (data that I can already see anyway)
Would you be able to help me out on this with a report to do this if possible? I am trying to keep using your system as i really love it but under heavy pressure to move to Xero to pay for the accounting then pay for one of the many add-ons which i think really is overkill for what we need.
Effectively I want to be able to put this raw data into a spreadsheet so that I can monitor conversion dates, when leads drop out etc. Even factoring into this “last client activity” so when they lastr logged on etc.
Can you help?