Difference between revisions of "Form - Prebuild - Company"

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(Created page with "= Overview = The company form is for storing organisational details. = Fields = {| class="wikitable" ! Type ! Name ! Notes |- | Text Box || Company Name || |- | Inline...")
 
 
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The company form is for storing organisational details.
 
The company form is for storing organisational details.
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[[File:prebuild_crm_001.png|800px]]
  
  
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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.
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= Dashboard =
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[[File:prebuild_company_dashboard.png|800px]]
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The company dashboard is made of
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{| class="wikitable
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! Type
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! Name
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! Notes
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|-
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| Statistic || New Companies This Month || Based on new records added to the form this month || 64 ||  || Dashboard
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|-
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| Pie Chart || Prebuild - Company - Pie by Owner || Of all the records, the owner field dictates the segments of the pie || 65 ||  || Dashboard
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|-
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|-
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| Pie Chart || Prebuild - Company - Pie by Geographic Region || Of all the records, the Geographic region dictates the pie || 66 ||  || Dashboard
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|-
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| Pie Chart || Prebuild - Company - Pie by Industry || Of all the records, the Industry type dictates the pie || 67 ||  || Dashboard
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|-
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| Button || Instant Visualisation || Prebuilt report which looks at closed questions || 24 ||  || Data Profiling > Instant - Visualisations >  Visualisation - Current Status
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|-
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| 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
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|-
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| Button || Outcome Statistics || Prebuild statistics report for outcomes for all agents for this month || 26 ||  || Data Profiling > Instant - Statistics > Statistics - User - Report by Period
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|-
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| Button || Form - Edit || Manage the form using the Form console || 70 ||  || Form Management > Form - Primary Management > Form - Edit Form
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|-
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| Button || Prebuild Management || Go to the Prebuild Manager for this collection of forms || 71 ||  || Form Management > Form - Primary Management > Form - Prebuild Manager
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|-
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| Button || Lookup Company || Allows a lookup of records in the form || 72 ||  || Worklist
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|-
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| Button || My Companies || Goes to a worklist where the current user is the owner of the records || 68 ||  || Worklist
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|-
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| Dashboard List || Company - List - Most Recent || A list using last date time of records added to the form || 69 ||  || Dashboard
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|-
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| Google Map || Google Map || Using the Google Lat and Long coordinates draws a pin on the map where the companies are. || 73 ||  || Dashboard
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|-
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|}

Latest revision as of 17:21, 31 January 2018

1 Overview

The company form is for storing organisational details.


prebuild crm 001.png


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

prebuild company dashboard.png


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
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