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Archive for the ‘Backend’ Category

CRM Functions

By ttbadmin
October 7, 2010 9:33 PM

Customer Relationship Management functions including:

  • Member’s contact information
  • Member’s Fee Settings
  • Description/Public profile of the business
  • Categories of products/services they offer on barter
  • Payment Methods
  • Notes


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Numerous reports are available:

  • Sales
  • Fees Collected
  • Items listed in the Marketplace
  • Payments
  • Credit Card about to expire
  • …. etc

Most reports have an export function so you can manipulate the data in Excel for example.

Reports that are meant to be printed can be sent directly to your printer, no need to save on your disk to later print.


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