Discussion

All records in Vistos CRM have the discussion option available. Questions and comments are graphically organized within the discussion. Discussion is an internal element of the company. Users can post comments here, which are sent by clicking the Send button. If we want to respond to any of the comments, we will do so by…

Print reports

Generated print reports can be customized to suit your needs. Print reports can be created with your company logo, font, custom fields, etc. We will work with you to create these reports to meet your needs. If you do not have a company template, we will provide you with our standard templates.

Action buttons

The action button element is a great way to work efficiently. Action buttons allow a record to transfer data from the current record into a new record, from  the same projection, or into a different projection.   Action buttons are available across the system where there are various buttons in each entity (record type) that…