Form - Prebuild - Company - Revision history

Philip Lacey at 16:21, 31 January 2018

2018-01-31T16:21:55Z

Philip Lacey at 14:37, 31 January 2018

2018-01-31T14:37:16Z

Philip Lacey at 12:37, 31 January 2018

2018-01-31T12:37:06Z

Philip Lacey at 12:35, 31 January 2018

2018-01-31T12:35:24Z

Philip Lacey: Created page with "= Overview = The company form is for storing organisational details. = Fields = {| class="wikitable" ! Type ! Name ! Notes |- | Text Box || Company Name || |- | Inline..."

2018-01-31T12:34:24Z

Created page with "= Overview = The company form is for storing organisational details. = Fields = {| class="wikitable" ! Type ! Name ! Notes |- | Text Box || Company Name || |- | Inline..."

New page

= Overview =

The company form is for storing organisational details.

= Fields =

{| class="wikitable"
! Type
! Name
! Notes
|-
| Text Box || Company Name ||
|-
| Inline Tabs || Inline Tabs ||
|-
| Section Group || Contact Details ||
|-
| Text Box || Main Phone ||
|-
| WebBox || Website ||
|-
| Text Box || Company Reference ||
|-
| Section Group || Classification ||
|-
| List - Menu || Industry || This list came from international lists of classifications called SIC codes. Standard Industrial Classification (SIC) Code List
|-
| List - Menu || Number of Employees ||
|-
| Staff Active Only || Owner || The primary user of the system responsible for this company
|-
| List - Menu || Geographic Region || Used in dashboards
|-
| GoogleMap || Google Map Position || Latitude
|-
| GoogleMap || Google Map Position || Longitude
|-
| True - False || Active || The primary mechanism for including or excluding companies from reports
|-
| Section Group || Contacts ||
|-
| Child Form Mgt || Contacts || This links to the Contacts form detailed below
|-
| Section Group || Address ||
|-
| Address Block USA || Address || This is not an American address just a handy block of 6 text fields
|-
| Address Block USA || Address ||
|-
| Address Block USA || Address ||
|-
| Address Block USA || Address ||
|-
| Address Block USA || Address ||
|-
| Address Block USA || Address ||
|-
| Text Box || Domain Name || The domain name is used in helping to identify many email addresses for a company. e.g. if the box contained bxpsoftware.com all clients with @bxpsoftware.com in their email address could be matched to the company.
|-
| Section Group || Opportunities ||
|-
| Child Form Mgt || Opportunity Listing || This links to the Opportunities form detailed below
|-
|}

= Notes =

This form is managed as per all normal forms.

← Older revision		Revision as of 16:21, 31 January 2018
Line 76:		Line 76:

	This form is managed as per all normal forms.		This form is managed as per all normal forms.
		+
		+
		+
		+	= Worklist =
		+
		+
		+	1 worklist is built
		+
		+	* Prebuild - Company - My Companies - by UserName - DateTime
		+
		+	This worklist is customised to show all of the companies where the owner is the current user.

← Older revision		Revision as of 12:37, 31 January 2018
Line 5:		Line 5:


−	[[File:prebuild_crm_001.png\|~~200px~~]]	+	[[File:prebuild_crm_001.png\|800px]]

← Older revision		Revision as of 12:35, 31 January 2018
Line 3:		Line 3:

	The company form is for storing organisational details.		The company form is for storing organisational details.
		+
		+
		+	[[File:prebuild_crm_001.png\|200px]]

← Older revision		Revision as of 14:37, 31 January 2018
Line 76:		Line 76:

	This form is managed as per all normal forms.		This form is managed as per all normal forms.
		+
		+
		+
		+	= Dashboard =
		+
		+
		+	[[File:prebuild_company_dashboard.png\|800px]]
		+
		+
		+	The company dashboard is made of
		+
		+
		+	{\| class="wikitable
		+	! Type
		+	! Name
		+	! Notes
		+	\|-
		+	\| Statistic \|\| New Companies This Month \|\| Based on new records added to the form this month \|\| 64 \|\| \|\| Dashboard
		+	\|-
		+	\| Pie Chart \|\| Prebuild - Company - Pie by Owner \|\| Of all the records, the owner field dictates the segments of the pie \|\| 65 \|\| \|\| Dashboard
		+	\|-
		+	\|-
		+	\| Pie Chart \|\| Prebuild - Company - Pie by Geographic Region \|\| Of all the records, the Geographic region dictates the pie \|\| 66 \|\| \|\| Dashboard
		+	\|-
		+	\| Pie Chart \|\| Prebuild - Company - Pie by Industry \|\| Of all the records, the Industry type dictates the pie \|\| 67 \|\| \|\| Dashboard
		+	\|-
		+	\| Button \|\| Instant Visualisation \|\| Prebuilt report which looks at closed questions \|\| 24 \|\| \|\| Data Profiling > Instant - Visualisations > Visualisation - Current Status
		+	\|-
		+	\| Button \|\| Data Analysis \|\| The Data Analytics engine of bxp. Use search to group records and then export or visualise them \|\| 25 \|\| \|\| Data Profiling > Instant - Data > Data - Instant Data Analytics
		+	\|-
		+	\| Button \|\| Outcome Statistics \|\| Prebuild statistics report for outcomes for all agents for this month \|\| 26 \|\| \|\| Data Profiling > Instant - Statistics > Statistics - User - Report by Period
		+	\|-
		+	\| Button \|\| Form - Edit \|\| Manage the form using the Form console \|\| 70 \|\| \|\| Form Management > Form - Primary Management > Form - Edit Form
		+	\|-
		+	\| Button \|\| Prebuild Management \|\| Go to the Prebuild Manager for this collection of forms \|\| 71 \|\| \|\| Form Management > Form - Primary Management > Form - Prebuild Manager
		+	\|-
		+	\| Button \|\| Lookup Company \|\| Allows a lookup of records in the form \|\| 72 \|\| \|\| Worklist
		+	\|-
		+	\| Button \|\| My Companies \|\| Goes to a worklist where the current user is the owner of the records \|\| 68 \|\| \|\| Worklist
		+	\|-
		+	\| Dashboard List \|\| Company - List - Most Recent \|\| A list using last date time of records added to the form \|\| 69 \|\| \|\| Dashboard
		+	\|-
		+	\| Google Map \|\| Google Map \|\| Using the Google Lat and Long coordinates draws a pin on the map where the companies are. \|\| 73 \|\| \|\| Dashboard
		+	\|-
		+	\|}