Company Summary - Revision history

Crmtogether at 12:30, 10 June 2020

2020-06-10T12:30:16Z

← Older revision		Revision as of 13:30, 10 June 2020
Line 89:		Line 89:
	----		----

	Option to hide the status ~~section~~		Option to hide the status sections in company and person

	Add in a key to the web.config		Add in a key to the web.config

	EG		EG
	<add key="~~HideMXStatusOpportunity~~" ~~Value~~="Y" />		<add key="HideMXStatuscompany" value="N"/>
			<add key="HideMXStatusperson" value="N"/>

2020-06-04T15:36:51Z

← Older revision		Revision as of 16:36, 4 June 2020
Line 85:		Line 85:
	<add key="oppo_stage_open" value="'Demo','Lead','Negotiating','Qualified','Quoted','Sold'"/>		<add key="oppo_stage_open" value="'Demo','Lead','Negotiating','Qualified','Quoted','Sold'"/>
	<add key="oppo_status_open" value="'In Progress'"/>		<add key="oppo_status_open" value="'In Progress'"/>


			----

			Option to hide the status section

			Add in a key to the web.config

			EG
			<add key="HideMXStatusOpportunity" Value="Y" />

2020-05-26T14:40:34Z

← Older revision		Revision as of 15:40, 26 May 2020
Line 62:		Line 62:

	so empty rows are not shown		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'"/>

2019-03-27T12:30:35Z

← Older revision		Revision as of 13:30, 27 March 2019
Line 45:		Line 45:
	<add key="oppo_status_open" value="'In Progress'"/>		<add key="oppo_status_open" value="'In Progress'"/>
	<add key="oppo_status_closed" value="'Won'"/>		<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

2019-03-27T11:20:04Z

← Older revision		Revision as of 12:20, 27 March 2019
Line 25:		Line 25:

	"CompanyOfficeIntNew"		"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'"/>

2017-11-08T14:44:50Z

← Older revision		Revision as of 15:44, 8 November 2017
Line 3:		Line 3:
	This screen has some coded features that are the default behavior.		This screen has some coded features that are the default behavior.

	[[File:~~CompannySummaryBefore1a~~.png]]		[[File:CompannySummaryBefore2a.png]]

	To add fields from your CRM system you need to create a screen in CRM called "CompanyKonneXView"		To add fields from your CRM system you need to create a screen in CRM called "CompanyKonneXView"
Line 15:		Line 15:
	and you will see the fields as per below		and you will see the fields as per below

	[[File:~~CompannySummaryAfter1a~~.png]]		[[File:CompannySummaryAfter2a.png]]

	----		----

2017-10-12T12:57:00Z

← Older revision		Revision as of 13:57, 12 October 2017
Line 3:		Line 3:
	This screen has some coded features that are the default behavior.		This screen has some coded features that are the default behavior.

	[[File:~~CompannySummaryBefore1~~.png]]		[[File:CompannySummaryBefore1a.png]]

	To add fields from your CRM system you need to create a screen in CRM called "CompanyKonneXView"		To add fields from your CRM system you need to create a screen in CRM called "CompanyKonneXView"
Line 15:		Line 15:
	and you will see the fields as per below		and you will see the fields as per below

	[[File:~~CompannySummaryAfter~~.png]]		[[File:CompannySummaryAfter1a.png]]

	----		----

2017-10-12T12:54:00Z

← Older revision		Revision as of 13:54, 12 October 2017
Line 3:		Line 3:
	This screen has some coded features that are the default behavior.		This screen has some coded features that are the default behavior.

	[[File:~~CompannySummaryBefore~~.png]]		[[File:CompannySummaryBefore1.png]]

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

2017-03-16T15:15:17Z

← Older revision		Revision as of 16:15, 16 March 2017
Line 3:		Line 3:
	This screen has some coded features that are the default behavior.		This screen has some coded features that are the default behavior.

	[[File:~~companysummary2~~.png]]		[[File:CompannySummaryBefore.png]]

	To add fields from your CRM system you need to create a screen in CRM called "CompanyKonneXView"		To add fields from your CRM system you need to create a screen in CRM called "CompanyKonneXView"
Line 15:		Line 15:
	and you will see the fields as per below		and you will see the fields as per below

	[[File:~~Companysummary~~.png]]		[[File:CompannySummaryAfter.png]]

	----		----

2016-06-28T11:13:42Z

@@ Line 1: / Line 1: @@
-'''New Company'''
+'''Summary'''
-Some fields like email, phone, Person name and address are hard coded
+This screen has some coded features that are the default behavior.
-To edit the person fields you edit the screen
+[[File:companysummary2.png]]
 To add fields from your CRM system you need to create a screen in CRM called "CompanyKonneXView"
@@ Line 23: / Line 16: @@
 [[File:Companysummary.png]]