All,
A second report has been posted to the Marketing Tool. This one is a lot like the Basic Marketing report only wit the addition of charts.
The first release is limited to the Leads by Category Pie graph in 2D. The next release will allow you to insert one or more graphics. Eventually, the plan is to provide a couple of 'templates' to choose from with alternate locations for the data tables and charts. The future reports will also allow the user to insert custom text to personalize the reports.
We hope that you find the Marketing Tools and other Law Office Portal features useful and help spread the word to others.
Mark - LOP Principal Engineer
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