Collaborator Module

Use the Collaborator module to centrally store all of your contacts, which makes it easy to maintain and access up-to-date information for all types of collaborators such as contractors, customers, architects, engineers, and more. Multiple employee contacts can be added under one organization. The Collaborator module integrates with Dynamics GP to ensure that existing customer records are synchronized. This integration point also allows sales reps to request new customer accounts directly from within Rep Edge. Customer credit limit, credit balance, payment terms, outstanding receivables, quotes, projects, and warehouse orders are displayed in the Collaborator module so that everything related to each customer can be accessed in a single location.

  • Organize and access your contacts in a centralized database
  • Create and synchronize customer records
  • Track customer credit
Collaborator module – Collaborator Board screen

Collaborator module - Collaborator Board screen

Collaborator module – Account screen

Collaborator module - Account screen