Company Summary

From MobileX for SageCRM
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Summary

This screen has some coded features that are the default behavior.

To add fields from your CRM system you need to create a screen in CRM called "CompanyKonneXView"

and add fields to that.

and you will see the fields as per below


New Company

Some fields like email, phone, Person name and address are hard coded

To edit the person fields you edit the screen

"CompanyOfficeIntNew"



Status Section

Opportunity data - Below is a sample of the SQL run

 select ISNULL(SUM(Oppo_forecast * Curr_Rate), 0) as opportunities
     from vOpportunity left join Currency on Oppo_Total_CID=Curr_CurrencyID
        where oppo_stage in ('Demo','Lead','Negotiating','Qualified','Quoted','Sold') 
            and oppo_status in ('In Progress') 
               and Oppo_PrimaryCompanyId=123

The values used in the query are controlled by the following settings in web.config

   <add key="oppo_stage_open" value="'Demo','Lead','Negotiating','Qualified','Quoted','Sold'"/>
   <add key="oppo_stage_closed" value="'Closed'"/>
   <add key="oppo_status_open" value="'In Progress'"/>
   <add key="oppo_status_closed" value="'Won'"/>



Phone numbers

The numbers shown come from the following SQL

 select PLink_Type, Phon_AreaCode, Phon_CountryCode, Phon_Number, Phon_FullNumber 
               from vCompanyPhoneCaption 
               where PLink_RecordId=123
  • in 4.3.1.0 this will be updated to include
   and (Phon_FullNumber is not null and Phon_FullNumber<>)

so empty rows are not shown



Open Sales

This is based on the following SQL

  select ISNULL(SUM(Oppo_forecast * Curr_Rate), 0) as opportunities
               from vOpportunity left join Currency on Oppo_Total_CID=Curr_CurrencyID
               where oppo_stage in ({3}) and oppo_status in ({0}) and Oppo_Primary{1}Id={2}

where {1} = entity we are filtering on {2} = the id of the entity {3} = 'Demo','Lead','Negotiating','Qualified','Quoted','Sold' {4} = 'In Progress'


The following keys control filters {3} and {4}

   <add key="oppo_stage_open" value="'Demo','Lead','Negotiating','Qualified','Quoted','Sold'"/>
   <add key="oppo_status_open" value="'In Progress'"/>



Option to hide the status sections in company and person

Add in a key to the web.config

EG

   <add key="HideMXStatuscompany" value="N"/>
   <add key="HideMXStatusperson" value="N"/>