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sample reports for a crm for it firm
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Independent tableUID Uname Password Emails PhNos
1 Mohsin [email protected] mohsin123 93775733492 Jigar [email protected] jigar123 93745869353 Devang [email protected] devang1234 Tejas [email protected] tejas1235 Udipth [email protected] udipth1236 Govind [email protected] govind1237 Srinivas [email protected] srinivas1238 Shailesh [email protected] shailesh1239 Mithun [email protected] 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 [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] 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
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
