Is there anything to be done to make Printing of Invoices and quotes to work. Is there any way to print quotes and invoices in to PDF templates.
Thanks
You should be able to create an invoice using SQL Server Report Services. Then, export the RDL and import it into SplendidCRM.
We hope to create some sample invoices soon.
can you explain the steps because we didn't find report import from Splendidcrm/ admin
We are currently testing a build that includes a Generic Invoice, as well as a Generic Order and a Generic Quote. These reports were created using Microsoft's Report Designer and imported into SplendidCRM. We have also added buttons to the appropriate detail views so that a single button click would generate a PDF Invoice, Order or Quote.
It was amazingly simply to do as most of the code was already in place. We were even able to put a company logo in the Invoice. We encourage you to start working on your own invoice defintion. Start by creating a Report Server Project in Visual Studio 2005, then do layout your data. We have not tested against Visual Studio 2008, so be warned. Also, we don't support any code-behind to the report, so everything must happen as part of the RDL file.
