This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
When a customer logs in, or a salesperson selects an account, the first element of the home page of SalesHQ is part o the Account Summary which shows the name, primary address, credit limit and payment terms; clicking the View Account Summary button will open the account summary page:
The Account Summary page for a customer account, shows the full account summary including Trading Information such as the current balance and sales in the current month as well as YTD and prior year, and the Balance Information showing the aging of debt:
GP Elementz from ISC Software
Features of SalesHQ from ISC Software
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