Operations CRM - Preview Company Statement Template

1. Navigate to "CRM"

   To generate a company statement template, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" the account will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView," "crmCompanyView," "companyEdit," "crmCompanyEdit," and "dispatch." Just a reminder, "crmCompanyEdit" access only allows employees to access companies that are assigned to them.

   

3. Search for the company

   Search for the company you would like to view.

   

4. Click the more details icon

   Click the more details icon to go to the company’s details screen.

   

5. Click the "Generate Statement PDF" icon

   Click on the "Generate Statement PDF" icon.

   

6. Select the "Generate" option

   Then, select the "Generate" option from the dropdown to create the file. The other option of "Generate & Send" will generate and send the statement to your customer. If you are not ready to do this, only select "Generate".

   

7. Select the template

   Select the "statementPDF-EJS" template from the list.

   

8. Click "Generate"

   Click "Generate". You will be redirected to the "Internal Files" tab where you can view the generated PDF.

   

9. Click the preview icon

   Select the preview icon to view the file.

   

10. Review PDF

    View the generated PDF within the browser.

    

11. "Download" icon

    Return to the "Internal Files" tab and click the icon to download the generated statement to your device.