Difference between revisions of "Form - Prebuild - CRM & Pipeline"

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== Company ==
 
== Company ==
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The company form is for storing organisational details.
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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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| Text Box || Company Name ||
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|-
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| Inline Tabs || Inline Tabs ||
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|-
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| Section Group || Contact Details ||
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|-
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| Text Box || Main Phone ||
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|-
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| WebBox || Website ||
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|-
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| Text Box || Company Reference ||
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|-
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| Section Group || Classification ||
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|-
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| List - Menu || Industry || This list came from international lists of classifications called SIC codes. Standard Industrial Classification (SIC) Code List
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|-
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| List - Menu || Number of Employees ||
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|-
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| Staff Active Only || Owner || The primary user of the system responsible for this company
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|-
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| List - Menu || Geographic Region || Used in dashboards
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|-
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| GoogleMap || Google Map Position || Latitude
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|-
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| GoogleMap || Google Map Position || Longitude
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|-
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| True - False || Active || The primary mechanism for including or excluding companies from reports
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|-
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| Section Group || Contacts ||
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|-
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| Child Form Mgt || Contacts || This links to the Contacts form detailed below
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|-
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| Section Group || Address ||
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| Address Block USA || Address || This is not an American address just a handy block of 6 text fields
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| Address Block USA || Address ||
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|-
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| Address Block USA || Address ||
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|-
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| Address Block USA || Address ||
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|-
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| Address Block USA || Address ||
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|-
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| Address Block USA || Address ||
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| 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.
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|-
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| Section Group || Opportunities ||
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|-
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| Child Form Mgt || Opportunity Listing || This links to the Opportunities form detailed below
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|-
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|}
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When created this will get the first of the four Ids allocated.
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This form is managed as per all normal forms.
  
 
== Contact ==
 
== Contact ==

Revision as of 13:10, 31 January 2018

1 Overview

This prebuild will create four forms, link them and create appropriate dashboards and worklists for their use and management.

prebuild crm 005.png

This structure becomes 4 very user friendly forms which are fully preconfigured for convenience.

Company Contact Opportunity BEmail
Stores all the company details Stores personal details of people who work in companies Stores opportunities linked to Companies and Contacts Stores incoming emails from Contacts
prebuild crm 001.png prebuild crm 002.png prebuild crm 003.png prebuild crm 004.png

2 Forms

2.1 Company

The company form is for storing organisational details.


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


When created this will get the first of the four Ids allocated.


This form is managed as per all normal forms.

2.2 Contact

2.3 Opportunity

2.4 BEmail

3 Dashboards

4 Worklists

5 Video

This prebuild can be viewed in action here (link coming soon)

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