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What can the National Account plugin on the Customer Card do? - Knowledgebase / SalesPad / FAQ - Cavallo Technical Support

What can the National Account plugin on the Customer Card do?

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When accessed from the Actions menu, parent company information will be displayed for the customer, if the open customer card is a child of a parent company. Parent/child relationships are created in Dynamics GP.

There are no specific features that support reporting, but the information could be incorporated through a quick report that filters on that information.

National Account information is stored entirely within the GP tables, so reporting can be handled entirely through Crystal or SQL Server reporting services.

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