Difference between revisions of "Form - Prebuild - Company"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) |
Philip Lacey (talk | contribs) |
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This form is managed as per all normal forms. | This form is managed as per all normal forms. | ||
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| + | = Worklist = | ||
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| + | 1 worklist is built | ||
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| + | * Prebuild - Company - My Companies - by UserName - DateTime | ||
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| + | This worklist is customised to show all of the companies where the owner is the current user. | ||
Latest revision as of 17:21, 31 January 2018
Contents
1 Overview
The company form is for storing organisational details.
2 Fields
| 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 |
3 Notes
This form is managed as per all normal forms.
4 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.
5 Dashboard
The company dashboard is made of
| 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 |
