Vendor List
The Vendor List provides a listing of your vendors from the Vendor Info Center. In addition, you can select other columns for the report to add a variety of other vendor information.
Combined Client and Vendor Records
If your firm maintains both client and vendor records, you can use one combined info center to maintain all client and vendor information, or you can keep the info centers separate but still link your client and vendor records. Ajera CRM classifies the client as Client,Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center and the Opportunities tab of the Client Info Center. If you use this feature, you can select a Linked Client column for this report to show connections between vendor and client records.
International Address Formats on Reports
If you set up address formats in the Code Table Maintenance form () for countries other than the United States, this report uses those international address formats when appropriate.
Options Dialog Box
Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.