Revision as of 14:05, 31 January 2018

1 Overview

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

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

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

For more information on the fields and structure of this form Form_-_Prebuild_-_Company

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

For more information on the fields and structure of this form Form_-_Prebuild_-_Contact

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

For more information on the fields and structure of this form Form_-_Prebuild_-_Opportunity

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

For more information on the fields and structure of this form Form_-_Prebuild_-_BEmail

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

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 = Overview =
 This prebuild will create four forms, link them and create appropriate dashboards and worklists for their use and management.
+{{#ev:youtube|https://www.youtube.com/watch?v=QNhGXNdOl2o}}
 [[File:prebuild_crm_005.png]]
 This structure becomes 4 very user friendly forms which are fully preconfigured for convenience.