Company Summary: Difference between revisions
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This screen has some coded features that are the default behavior. | This screen has some coded features that are the default behavior. | ||
[[File: | [[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" | ||
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and you will see the fields as per below | and you will see the fields as per below | ||
[[File: | [[File:CompannySummaryAfter2a.png]] | ||
---- | ---- | ||
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"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'"/> | |||
---- | |||
'''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"/> |
Latest revision as of 12:30, 10 June 2020
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"/>