Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Examples Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.4 CRM Example - Contact Management This page uses an example to illustrate the Task Manager in day-to-day use. Please follow the links below for further examples:
Every morning, Françoise French will open the Task Manager (i.e. her 'To Do' list). She can do this in two ways:
When the Task Manager opens, it will list Activities whose Task Type is To Do that have been assigned to Françoise. In practice, it is a list of the Activities that Françoise is to carry out by the end of the day (including Activities from previous days that have not been completed). Activities that have been marked as Done are not shown. When Françoise carries out one of these planned Activities, she will double-click or tap the appropriate row to open the corresponding record in the Activity register. She can then remind herself of the details of the Activity before carrying it out. She does this now for the first Activity in the list. When she has finished the task, she can record the Result in the field towards the top right of the window and mark the Activity as Done by marking the check box in the top right-hand corner: On reviewing her Task Manager, Françoise decides to call Joseph Conrad at the Against All Odds Trading Co. She opens the Activity by double-clicking or tapping to remind herself of the details. At other times during the day, Françoise will be contacted by several of her Customers. By entering an Activity for each contact or event, she will quickly build up a contact history for each Customer. This means that if, for example, someone from New World Import/Export Co calls to complain about a missing delivery of goods, she will easily be able to call up a list of recent Activities in relation to Mr Wang's company. This list would include both her own contacts with the New World Import/Export Co and those of other members of staff. One way Françoise can do this is to use the 'Filter' card of the Task Manager (this option is not available on iOS or Android). She can remove her Signature from the Person field, enter "002" as the Customer (using 'Paste Special' to select the correct one if necessary) and choose to view Done Activities using the fourth column of options. She will then see a complete contact history for Customer 002: An alternative method would be to produce an 'Activities, Contacts' report for Customer 002 from the CRM module: In both cases, Françoise can see at a glance the comments recorded on the 'Text' card of each Activity. Both show the Activities carried out and entered by different Persons over the time period, and are excellent tools to be used to sort out any queries or mistakes in relation to a series of events, providing, of course, that each member of staff has conscientiously entered a record of each task they have carried out. As with all reports in Standard ERP, the 'Activities, Contacts' report contains a Search facility that you can use to look for occurrences of a particular word or words in the report. The production of this report can of course be followed by other reports, after searching for related information. Several reports can be kept on the screen at the same time, which adds a tremendous flexibility and power to the system. Françoise can also click or tap on an Activity Number in the left-hand column to open an Activity record. --- CRM Examples:
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