Difference between revisions of "Form - Prebuild - CRM & Pipeline"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) (→BEmail) |
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== Company == | == Company == | ||
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When created this will get the first of the four Ids allocated. | When created this will get the first of the four Ids allocated. | ||
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== Contact == | == Contact == | ||
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When created this will get the second of the four Ids allocated. | When created this will get the second of the four Ids allocated. | ||
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== Opportunity == | == Opportunity == | ||
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When created this will get the third of the four Ids allocated. | When created this will get the third of the four Ids allocated. | ||
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== BEmail == | == BEmail == | ||
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When created this will get the fourth of the four Ids allocated. | 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]] | For more information on the fields and structure of this form [[Form_-_Prebuild_-_BEmail]] | ||
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[[Category:Module Specific:Form Management]] | [[Category:Module Specific:Form Management]] | ||
Latest revision as of 14:10, 31 January 2018
1 Overview
This prebuild will create four forms, link them and create appropriate dashboards and worklists for their use and management.
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 |
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2 Forms
2.1 Company
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
2.2 Contact
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
2.3 Opportunity
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
2.4 BEmail
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
