Reporting function. It would be great if Centre CRM could manage for me by emailing a lookup of certain JOBS i.e. "All accounts JOBS Open"
Centre CRM could help managers manage by being able to set up weekly reporting to your email where you have selected a lookup.
All open accounts JOBS.. Or
All VAT JOBS
All records requested JOBS
You can go into CRM and view this information by creating the filter however it would help managers who use the system if Centre CRM prompted you by emailing the results of the lookup each week or 2-weekly to your email.