Company Summary

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

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New Company

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

To edit the person fields you edit the screen

"CompanyOfficeIntNew"

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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'"/>

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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

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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'"/>