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

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(→‎Company)
(→‎Contact)
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== Contact ==
 
== Contact ==
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Contact is a stand alone form but benefits greatly being linked to company.  Company allows groups of contacts to be easily managed from the "Contacts" tab.
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 +
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Contact was specifically built with Microsoft Outlook contacts in mind.  We also expanded the engine to facilitate Data Protection and bxp linking capabilities.  The extensive field list is designed to allow easy export and import of contacts to and from Outlook.
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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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| Section Group || Contact Details ||
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|-
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| Text Box || Company || This is just a text field for reading this information from Outlook
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|-
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| Text Box || Title ||
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|-
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| Text Box || FirstName ||
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|-
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| Text Box || MiddleName ||
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|-
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| Text Box || LastName ||
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|-
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| Text Box || Suffix ||
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|-
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| Inline Tabs || Inline Tabs ||
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|-
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| Section Group || Primary Details ||
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|-
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| Text Box || BusinessPhone ||
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|-
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| Text Box || CompanyMainPhone ||
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|-
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| Text Box || PrimaryPhone ||
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|-
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| Text Box || MobilePhone ||
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|-
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| EmailBox || EmailAddress ||
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|-
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| WebBox || WebPage ||
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|-
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| Section Group || Business Details ||
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|-
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| Text Box || Department ||
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|-
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| Text Box || JobTitle ||
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|-
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| Text Box || BusinessPhone2 ||
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|-
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| Text Box || BusinessFax ||
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|-
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| Text Box || AssistantsName ||
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|-
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| Text Box || AssistantsPhone ||
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|-
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| Text Box || BusinessAddressPOBox ||
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|-
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| Text Box || BusinessStreet ||
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|-
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| Text Box || BusinessStreet2 ||
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|-
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| Text Box || BusinessStreet3 ||
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|-
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| Text Box || BusinessCity ||
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|-
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| Text Box || BusinessState ||
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|-
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| Text Box || BusinessPostalCode ||
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|-
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| Text Box || BusinessCountryRegion ||
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|-
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| Section Group || Home Details ||
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|-
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| Text Box || Spouse ||
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|-
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| Text Box || Children ||
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|-
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| Text Box || HomePhone ||
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|-
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| Text Box || HomePhone2 ||
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|-
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| Text Box || HomeFax ||
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|-
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| Text Box || HomeAddressPOBox ||
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|-
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| Text Box || HomeStreet ||
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|-
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| Text Box || HomeStreet2 ||
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|-
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| Text Box || HomeStreet3 ||
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|-
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| Text Box || HomeCity ||
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|-
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| Text Box || HomeState ||
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|-
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| Text Box || HomePostalCode ||
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|-
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| Text Box || HomeCountryRegion ||
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|-
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| Section Group || Other Details ||
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|-
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| Text Box || OtherPhone ||
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|-
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| Text Box || OtherFax ||
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|-
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| Text Box || OtherAddressPOBox ||
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|-
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| Text Box || OtherStreet ||
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|-
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| Text Box || OtherStreet2 ||
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|-
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| Text Box || OtherStreet3 ||
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|-
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| Text Box || OtherCity ||
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|-
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| Text Box || OtherState ||
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|-
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| Text Box || OtherPostalCode ||
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|-
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| Text Box || OtherCountryRegion ||
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|-
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| Section Group || Comms Details ||
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|-
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| Text Box || CarPhone ||
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|-
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| Text Box || EmailType ||
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|-
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| Text Box || EmailDisplayName ||
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|-
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| Text Box || Email2Address ||
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|-
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| Text Box || Email2Type ||
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|-
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| Text Box || Email2DisplayName ||
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|-
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| Text Box || Email3Address ||
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|-
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| Text Box || Email3Type ||
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|-
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| Text Box || Email3DisplayName ||
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|-
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| Text Box || ISDN ||
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|-
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| Text Box || Pager ||
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|-
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| Text Box || RadioPhone ||
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|-
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| Text Box || TTYTDDPhone ||
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|-
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| Text Box || Telex ||
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|-
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| Text Box || BillingInformation ||
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|-
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| Section Group || Dates ||
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|-
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| Text Box || Callback ||
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|-
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| Text Box || Anniversary ||
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|-
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| Text Box || Birthday ||
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|-
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| Section Group || Classification ||
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|-
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| Campaign Search || bxp Linked Company || This is the link to the Company form
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|-
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| Staff Active Only || Owner || The is an active user in bxp who is responsible for looking after this contact
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|-
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| Text Box || Account ||
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|-
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| Text Box || Categories ||
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|-
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| Text Box || DirectoryServer ||
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|-
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| Text Box || Gender ||
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|-
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| Text Box || GovernmentIDNumber ||
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|-
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| Text Box || Hobby ||
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|-
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| Text Box || Initials ||
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|-
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| Text Box || InternetFreeBusy ||
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|-
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| Text Box || Keywords ||
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|-
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| Text Box || Language1 ||
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|-
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| Text Box || Location ||
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|-
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| Text Box || ManagersName ||
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|-
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| Text Box || Mileage ||
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|-
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| Text Box || Notes ||
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|-
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| Text Box || OfficeLocation ||
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|-
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| Text Box || OrganizationalIDNumber ||
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|-
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| Text Box || Priority ||
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|-
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| Text Box || Private ||
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|-
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| Text Box || Profession ||
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|-
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| Text Box || ReferredBy ||
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|-
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| Text Box || Sensitivity ||
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|-
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| Text Box || User1 ||
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|-
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| Text Box || User2 ||
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|-
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| Text Box || User3 ||
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|-
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| Text Box || User4 ||
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|-
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| Section Group || BEmails ||
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|-
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| Child Form Mgt || BEmail Messages || When emails are hoovered by the BEmail form it is possible to link the incoming email to an account.  Please see the BEmail notes below.
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|-
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| Section Group || Data Protection ||
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|-
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| Yes - No || Email Marketing Permission ||
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|-
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| Yes - No || Phone Marketing Permission ||
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|-
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| Yes - No || Postal Marketing Permission ||
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|-
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| True - False || Active || This is the primary flag for inclusion or exclusion of the record from reporting
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|-
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|}
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For more information on managing contacts from Outlook please read here [[Form_-_Prebuild_-_From_Outlook_Contacts]]
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For more information on how BEmails are linked to Contacts, please read BEmail below.
  
 
== Opportunity ==
 
== Opportunity ==

Revision as of 13:22, 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

Contact is a stand alone form but benefits greatly being linked to company. Company allows groups of contacts to be easily managed from the "Contacts" tab.


Contact was specifically built with Microsoft Outlook contacts in mind. We also expanded the engine to facilitate Data Protection and bxp linking capabilities. The extensive field list is designed to allow easy export and import of contacts to and from Outlook.

Type Name Notes
Section Group Contact Details
Text Box Company This is just a text field for reading this information from Outlook
Text Box Title
Text Box FirstName
Text Box MiddleName
Text Box LastName
Text Box Suffix
Inline Tabs Inline Tabs
Section Group Primary Details
Text Box BusinessPhone
Text Box CompanyMainPhone
Text Box PrimaryPhone
Text Box MobilePhone
EmailBox EmailAddress
WebBox WebPage
Section Group Business Details
Text Box Department
Text Box JobTitle
Text Box BusinessPhone2
Text Box BusinessFax
Text Box AssistantsName
Text Box AssistantsPhone
Text Box BusinessAddressPOBox
Text Box BusinessStreet
Text Box BusinessStreet2
Text Box BusinessStreet3
Text Box BusinessCity
Text Box BusinessState
Text Box BusinessPostalCode
Text Box BusinessCountryRegion
Section Group Home Details
Text Box Spouse
Text Box Children
Text Box HomePhone
Text Box HomePhone2
Text Box HomeFax
Text Box HomeAddressPOBox
Text Box HomeStreet
Text Box HomeStreet2
Text Box HomeStreet3
Text Box HomeCity
Text Box HomeState
Text Box HomePostalCode
Text Box HomeCountryRegion
Section Group Other Details
Text Box OtherPhone
Text Box OtherFax
Text Box OtherAddressPOBox
Text Box OtherStreet
Text Box OtherStreet2
Text Box OtherStreet3
Text Box OtherCity
Text Box OtherState
Text Box OtherPostalCode
Text Box OtherCountryRegion
Section Group Comms Details
Text Box CarPhone
Text Box EmailType
Text Box EmailDisplayName
Text Box Email2Address
Text Box Email2Type
Text Box Email2DisplayName
Text Box Email3Address
Text Box Email3Type
Text Box Email3DisplayName
Text Box ISDN
Text Box Pager
Text Box RadioPhone
Text Box TTYTDDPhone
Text Box Telex
Text Box BillingInformation
Section Group Dates
Text Box Callback
Text Box Anniversary
Text Box Birthday
Section Group Classification
Campaign Search bxp Linked Company This is the link to the Company form
Staff Active Only Owner The is an active user in bxp who is responsible for looking after this contact
Text Box Account
Text Box Categories
Text Box DirectoryServer
Text Box Gender
Text Box GovernmentIDNumber
Text Box Hobby
Text Box Initials
Text Box InternetFreeBusy
Text Box Keywords
Text Box Language1
Text Box Location
Text Box ManagersName
Text Box Mileage
Text Box Notes
Text Box OfficeLocation
Text Box OrganizationalIDNumber
Text Box Priority
Text Box Private
Text Box Profession
Text Box ReferredBy
Text Box Sensitivity
Text Box User1
Text Box User2
Text Box User3
Text Box User4
Section Group BEmails
Child Form Mgt BEmail Messages When emails are hoovered by the BEmail form it is possible to link the incoming email to an account. Please see the BEmail notes below.
Section Group Data Protection
Yes - No Email Marketing Permission
Yes - No Phone Marketing Permission
Yes - No Postal Marketing Permission
True - False Active This is the primary flag for inclusion or exclusion of the record from reporting


For more information on managing contacts from Outlook please read here Form_-_Prebuild_-_From_Outlook_Contacts


For more information on how BEmails are linked to Contacts, please read BEmail below.

2.3 Opportunity

2.4 BEmail

3 Dashboards

4 Worklists

5 Video

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

Retrieved from ‘https://www.bxpsoftware.com/wixi/index.php?title=Form_-_Prebuild_-_CRM_%26_Pipeline&oldid=7993’