WeDo

Independent tableUID Uname Password Emails PhNos

1 Mohsin mohsin@finideas.com mohsin123 93775733492 Jigar jigar@finideas.com jigar123 93745869353 Devang devang@finideas.com devang1234 Tejas tejas@finideas.com tejas1235 Udipth udipth@finideas.com udipth1236 Govind govind@finideas.com govind1237 Srinivas srinivas@finideas.com srinivas1238 Shailesh shailesh@finideas.com shailesh1239 Mithun mithun@finideas.com mithun123 9376622570

Only admin can access only corporate

add create default pass name@123deleteeditimport export via excel

emails are taken for the receiving system generated emails email id will not be used for sending emailsreason mails will be automated,

Independent TableCmpid COName CoTag1 CoAddress City State

1 Millenium Client Mumbai Maharashtra2 AlphaOmega NewLead Somewhere Somewhere3 Asiatic Client delhi delhi4 SMC Client delhi delhi5 Sharekhan Client mumbai Maharashtra6 Genuine Client ahmedabad Gujarat7 GPSK Client kolkata westbengal8 Tradebulls Client ahmedabad Gujarat9 BKShah OldClient vadodra Gujarat

COEmails COPhones tempcompliance@Millenium.com 1compliance@AlphaOmega.com 2compliance@Asiatic.com 3compliance@SMC.com 4compliance@Sharekhan.com 5compliance@Genuine.com 6compliance@GPSK.com 7compliance@Tradebulls.com 8compliance@BKShah.com 9

add deleteeditimport export via excel

emails are taken for the receiving system generated messagesemail id will not be used for sending emailscoemails will be just for lookup and refrence at stage1

emails are taken for the receiving system generated messages

coemails will be just for lookup and refrence at stage1

Depends on CompanyNameCID CompanyID Cname CPhoneNos Cemails Temp

1 3 Rakesh 78945613 Genuine2 8 Kiran Tradebulls3 5 Amit Sharekhan4 5 Jay Sharekhan5 7 Piyush SMC6 7 Hemant SMC7 8 jitubhai Tradebulls8 2 someone AlphaOmega9 3 ajay BKShah

rakseh@ttt.com

TradebullsSharekhanSharekhan

TradebullsAlphaOmega

add deleteeditimport export via excel

emails are taken for the receiving system generated messagesemail id will not be used for sending emailsemails will be just for lookup and refrence at stage1

Independent TaskType Task doer ofentry TagTID AssignerIDTaskType UID CID DateTime

1 5 Assigned 1 2 5th may 2015 New Installatio2 1 Self 1 2 5th may 2015 New Installatio3 1 Forwarded 9 2 5th may 2015 New Installatio4 1 Self 9 2 5th may 2015 New Installatio5 1 Self 1 3 6th May2015 Bug

Task created by

forwhichclient

note filelistUpdate AttachmenAttachmentStatus ParentTaskIDInstall Volhedge -- -- Open(autom 0installed volhedge at his end -- -- NA 1give demo -- -- NA 2given demo -- -- NA 3crash dump at whendn save mark crash imagOpen(autom 0

Note: assign task to directly give taskforward task is to forward my task to someone else

Operations1 Create new lead, add company name and client

do by entry in client window/company window2 Tell mohsin to install volhedge at new lead

do by select assign task option, select client, select user to assign to, enter messagetid 1 system will add task in mohsin's list

3 Mohsin sees in task list, he calls client by looking up phone number form software and adds entry as followstid2 Right click on task in mytask window and add followup installed volhedge)

4 As mohsin was busy he watned to assign mithun task of giving demotid3 Right click on task in mytask window and select forward task

5 mithun gives demo by calliong clienttid4 Right click on task in mytask window and add followup installed volhedge)

6 jigar adds crash dump

filedescriptionversionetc

current status

if child task specify parent

Start Date/Scheduled Date

\\shared\\snap.bmp

Note: assign task to directly give taskforward task is to forward my task to someone else

Create new lead, add company name and cliententry in client window/company window

Tell mohsin to install volhedge at new leadselect assign task option, select client, select user to assign to, enter messagesystem will add task in mohsin's list

Mohsin sees in task list, he calls client by looking up phone number form software and adds entry as followsRight click on task in mytask window and add followup installed volhedge)

As mohsin was busy he watned to assign mithun task of giving demoRight click on task in mytask window and select forward task

mithun gives demo by calliong clientRight click on task in mytask window and add followup installed volhedge)

1 meet a new client2 check his interests3 course or software

course softwareclose deal installgoto E8 demo

feedbackclose deal

licenced version exeamc requirement

licenced version exebug/requirement

developmenttesting

bug okgoto L15 release

goto J13

Reports possibleSelf Reports

1 My pending tasks open tasks ex what do I have to do today2 My closed tasks what ever I have done3 my todays work4 what was previous talk what was previous talk with religare for volhedge ?5 where is his --file

Admin reports/dsearches possible1 what is task open with him/her let me find out what mohsin has to do today2 what is status of task created / what happened to jainam test market ?3 in what time was this task completed how much time did it take take to take enit approval at market hub4 how many followups in this task how many followups did it take till ventura bought fist5 what is going on at client from so and so days are millenium me aj kal kya chal raha hai ?6 track task status are who millenium ka demo hua ke nahi ?7 what was previous status at client ? are who genuine me kya kya implement karne ko bole the wo 3 mahine pehle8 who are my clients9 latest status of each task are sab clients ke pas kya chal raha hai

10 employee wise tasks mohsin, jigar ke pas kya kam hai11 task tracking -> asssignment-> forwarding kisne kisko forward kiya12 ultimate task completion task kaha khatam hua13 what is phone number, email etc of client ?14 give me latest contracts security15 givem me bug file of so and so client16 give me latest contracts security17 emails of auto reports (client wise employee wise)18 get task wise list show me open bugs of all clients19 get time wise list when was last followup up done, how many dasy before was talk done20 client history full detial of all employee talks and worj with this client

what do I have to do todaywhat ever I have done

auto mailwhat was previous talk with religare for volhedge ?

let me find out what mohsin has to do todaywhat happened to jainam test market ?how much time did it take take to take enit approval at market hubhow many followups did it take till ventura bought fistare millenium me aj kal kya chal raha hai ?are who millenium ka demo hua ke nahi ?are who genuine me kya kya implement karne ko bole the wo 3 mahine pehle

are sab clients ke pas kya chal raha haimohsin, jigar ke pas kya kam haikisne kisko forward kiyatask kaha khatam hua

show me open bugs of all clientswhen was last followup up done, how many dasy before was talk donefull detial of all employee talks and worj with this client