CRM Business Deals - Contact Management

The 'Contact Screen' is the initial entry point of 'CRM-Business-Deals'. Most actions and functions starts here and need the selection of a customer.

 

Functions of the Contact list:

Button

Function


?

switch to OnLine Help


+

create a new customer


new

add a new contact to the company


search

full text search in customer data


last

repeats last search


right characters

alphabetical index for fast scrolling



 

The Contact Detail view

 

Selecting a list entry will update the detail view. From here you will be led to the four customer related functions:

 

Button

Function


Edit address data and specifications for an existing customer


Create and present customer related business KPIs


Creates Proposal & Deals, let you utilize order lines from an item catalogue


Give an statistical overview of all proposal for the selected customer


Displays the mail history

Connects to your Cloud Storage Service



 The Menu bar:

 

The Menu Bar contains two Buttons - a Selection Menu Button and Toolbox Button. They lead to some general functions:

Button

Function


Selection Button

Leads you to following information:

  • Show all activities
  • Show all orders
  • Switch to Filemanager


Toolbox Button

Leads to following information:

  • Switch to the Settings menu
  • Shows the Release Notes
  • Switch the Online Help
  • Show Cloud Services Information
  • Shows MTbrain' app catalog
  • Show the Impressum