102-5-1 CRM
The CRM application is meant for automating the client-related processes and storing information about contractors, contracts, leads, deals and so on.
- Administration
- Configuring an internal encryption provider
- Installing, Updating and General Settings
- ELMA Web Farm
- Configuring single sign on for a web farm
- Configuring Redis servers for failover operation
- Creating a web farm on the controller server
- Installing and Configuring MS Web Farm Framework
- Lock Settings
- Migrating User Session Storage to Redis
- Typical web farm start errors and how to fix them
- Using Redis cache in ELMA
- Lists of Critical Changes
- Version 3.11.x
- List of critical changes from version 3.11.0 to 3.11.32 (inclusive)
- List of critical changes in version 3.11.33
- List of critical changes in version 3.11.34
- List of critical changes in version 3.11.35
- List of critical changes in version 3.11.36
- List of critical changes in version 3.11.37
- List of critical changes in version 3.11.38
- List of critical changes in version 3.11.39
- List of critical changes in version 3.11.40
- List of critical changes in version 3.11.41
- List of critical changes in version 3.11.42
- List of critical changes in version 3.11.43
- List of critical changes in version 3.11.44
- List of critical changes in version 3.11.45
- List of critical changes in version 3.11.46
- List of critical changes in version 3.11.48
- List of critical changes in version 3.11.50
- List of critical changes in version 3.11.60
- List of critical changes in versions 3.11.49
- Version 3.12.x
- List of critical changes from version 3.12.0 to 3.12.22 (inclusive)
- List of critical changes in version 3.12.23
- List of critical changes in version 3.12.24
- List of critical changes in version 3.12.25
- List of critical changes in version 3.12.26
- List of critical changes in version 3.12.27
- List of critical changes in version 3.12.28
- List of critical changes in version 3.12.29
- List of critical changes in version 3.12.30
- List of critical changes in version 3.12.31
- List of critical changes in version 3.12.32
- List of critical changes in version 3.12.33
- List of critical changes in version 3.12.34
- List of critical changes in version 3.12.35
- List of critical changes in version 3.12.36
- List of critical changes in version 3.12.38
- List of critical changes in version 3.12.39
- List of critical changes in version 3.12.40
- List of critical changes in version 3.12.50
- Version 3.13.x
- List of changed pages in Help for versions 3.13.x
- List of critical changes from version 3.13.0 to 3.13.12 (inclusive)
- List of critical changes in version 3.13.13
- List of critical changes in version 3.13.14
- List of critical changes in version 3.13.15
- List of critical changes in version 3.13.16
- List of critical changes in version 3.13.17
- List of critical changes in version 3.13.18
- List of critical changes in version 3.13.19
- List of critical changes in version 3.13.20
- List of critical changes in version 3.13.21
- List of critical changes in version 3.13.23
- List of critical changes in version 3.13.24
- List of critical changes in version 3.13.25
- List of critical changes in version 3.13.26
- List of critical changes in version 3.13.28
- List of critical changes in version 3.13.29
- List of critical changes in version 3.13.30
- List of critical changes in version 3.13.40
- Version 3.15.x
- List of critical changes from version 3.13.0 to 3.13.12 (inclusive)
- List of critical changes in versions 3.8.x
- List of critical changes in versions 3.9.x
- List of critical changes in versions 3.10.x
- List of critical changes in versions 3.11.x
- Version 3.11.x
- Authentication as a Windows user
- Auto-deployment of BPM App package
- Changing the ELMA web server port
- Configure IIS for ELMA
- Configuring ELMA to use several CPU cores
- Configuring IIS using command prompt
- Configuring extended monitoring for tracking ELMA server restart
- Disabling Database Backup Copying when Starting ELMA Server
- ELMA and MSSQL SERVER compatibility
- Error importing users from lDAP
- External components used in ELMA
- Filter for selecting active users from AD/LDAP
- How to Reset ELMA Activation
- Increasing RAM size available for the ELMA Designer application
- Installing ELMA in the silent mode
- Loading Users from an Excel File
- Loading from a Text File with Separators
- Migrating User Session Storage to Redis
- Redirect to MSSQL Reporting services upon opening the Reports section in the ELMA Web Application
- Service for starting business processes in ELMA from xml files
- Setting up ELMA to work with https
- Setting up Elastic Search
- Setting up the SQL server response timeout
- Solving Issues with Connecting to ELMA
- Starting ELMA Agent with parameters
- Update from MVC3 to MVC4
- Updating a custom component (module)
- Using ELMA with slow Internet connection
- Working with ELMA configuration files
- ELMA Web Farm
- Managing Databases
- Backing Up Oracle Databases
- Maintaining Firebird Database
- Managing Databases
- Managing Databases in IBExpert
- Managing Firebird databases with EMS SQL Manager
- Manually backing up the database when updating the system
- Recommendations on maintaining and configuring MSSQL servers
- Restoring from an Oracle backup
- Collecting informaiton on deadlock
- Deploying RabbitMQ server and configuring message queues in ELMA
- Export and Import in 3.2.0
- General information about the Administration section
- Installing ELMA
- Instructions for migrating to Firebird v.3
- Instructions for setting up MSMQ
- Managing Databases
- Oracle Database system requirements
- Specifics of Updating ELMA
- Starting the ELMA Server: Typical Errors and How to Fix Them
- Test - Production working scheme
- The main causes of low performance of ELMA server and ways to prevent them
- The requested URL did not return JSON - examples and getting information on the error.
- Translating ELMA Interface
- Updating ELMA
- Updating ELMA with an ELMA Store component installed
- Updating and installing additional modules
- ELMA: Business Process Management
- Examples
- Assigning tasks to multiple users via sub processes
- Changing layout of transition buttons on a business process task form with a Razor markup
- Configuring a category list in the business process task
- Dynamic forms for business process tasks: writing the result of operations with a block entries to another block
- Dynamic forms of business process tasks: writing results of operations with block elements to another block
- Dynamic task form in business processes
- Example of integration of ELMA with an external system
- Example of using regular expressions for string fields
- Interrupting parallel tasks in a process
- Limiting the date selection range for a variable of the Date/Time type
- OR gateway use case
- Selecting customer accounts from the table
- The process and scripts for database cleaning
- Using Razor markup for creating interface of a user task in a business process
- Using a parallel and non-exclusive OR gateway
- Using document management activities in a business process
- Using linked objects in a process task
- Using the ‘Send Message’ and ‘Receive Message’ activities
- SOA Connector
- Scripts
- Accessing the context of the parent process instance from a script
- Adding a comment to the current process instance with a script
- Adding an element to a drop-down list
- Automatic generation of passwords
- Automatic process numeration
- Calculating dates taking into account the business calendar
- Changing name of a business process task with a script. Naming templates.
- Checking if a user belongs to a user group
- Configuring a filter for an Object type variable
- Creating a file from a stream
- Creating a message with a script
- Creating an event in a process with a script
- Creating a reminder about task end date using a script
- Creating a time report on a task using a script
- Creating a user task with a script
- Deleting a block item
- Determining a user's department in a scipt
- Dynamic forms for business processes: checkboxes for variables
- Dynamic forms for business process tasks: Scripts for editing block items
- Dynamic forms for business process tasks: selecting linked objects
- Dynamic forms for business process tasks: sum of block items
- Dynamic forms for business process tasks: writing the result of operations with a block entries to another block
- Example of Date Calculation According to Business Calendar
- Example of working with objects in scripts
- Examples of scripts for conditions on gateway transitions
- Executing a script under a specific user
- Getting active process tasks with a script
- Getting a user's superior in a script
- Getting mail from a mailbox
- Getting user's groups
- Getting users by an organizational structure item with a script
- Granting a user access to a task with a script
- History of object fields changes using database triggers
- Identifying the executor of a dynamic swimlane by the First Response mechanism in a script
- Importing folders with nested folders and files
- Interrupting a process in a script
- Interrupting a timer in a business process with a script
- Loading a file into a context variable
- Monitoring history of object instance changes with scripts
- Moving data from an Excel file to a block
- Obtaining all users of a group with a script
- Obtaining basic system URL with a script
- Obtaining current logged in user with a script
- Reassigning all tasks from one user to another
- Script for adding comments to a task
- Starting a process from a script
- Using SQL queries in scripts
- Using a dynamic swimlane
- Using a filter by a process context
- Using filters by object instances in scripts
- Weekly Check of Contacts’ Birthdays; Assigning Corresponding Tasks to Responsible Employees
- Working with blocks in scripts
- Writing data to an Excel file
- Accessing Files in a Network Share
- General information about the Business Process Management module
- Modeling Business Processes
- Service for starting business processes in ELMA from xml files
- Working with Business Processes. FAQ.
- Examples
- ELMA: CRM+
- Examples
- Questions
- Scripts
- Converting a lead to a contractor with a script
- Converting numbers into text in scripts
- Creating a deal with a script
- Display the list of customer's contacts
- Dynamic form for creating and editing a Contractor object
- Executing a script upon an event
- Finding inactive contractors
- Getting the list of contractor's contacts using a script
- Link between the contractor and company objects
- Preventing contractor duplication
- Scripts for working with documents on a contractor page
- Configuring Sales Funnel. Linking Business Processes to the Funnel.
- Contractor Page in ELMA CRM+
- Creating a deal. Deal Dynamics report
- General information about the CRM application
- Managing relationships
- ELMA: ECM
- Document Templates
- Converting a file generated by a template to pdf in a business process
- Display of a Block variable in a document template
- Double generation by a template
- Generate a file from a template
- Generating a file using a script
- List of functions for generating documents by a template v3.10
- Numbered lists in document templates
- Examples
- Approval and acquaintance with a document package
- Configuring a category list in the business process task
- Creating and configuring a custom document form
- Creating a records classification scheme for the previous year
- Customizing the approval sheet template
- Decision mechanism in Web Application
- Getting document type default folder for using in scripts
- Integration with Google Docs: simultaneous work with documents in ELMA
- Making several decisions on one documents
- Making the approval comment required
- New capabilities of generating file preview
- Registering a document with a past date
- Questions
- Scripts
- Adding/removing permissions to a document using a script
- Adding/removing permissions to create documents of a certain type in a script
- Adding/removing permissions to sign a document
- Adding a version to a document using a script
- Adding users to the list of document approvers with a script
- Calculatable fields when changing document attributes
- Changing document life cycle stages in a script
- Creating/removing a link between documents in a script
- Creating a decision in a script
- Creating a document using a script
- Creating and configuring display of filter folders using a script
- Example of a script for calculating a field value
- Finding active document approval processes with a script
- Getting a decision text in a script
- Getting subfolders of the selected folder using a script
- Getting the list of decision-based tasks in a script
- Interrupting approval tasks using a script
- List of document approval and acquaintance groups
- Moving documents in a script
- Registering a document in a script
- Renaming a document version file in a script
- Reserving registration numbers using a script
- Script for getting document approval results
- Scripts triggered by events
- Sending a document for acquaintance using a script
- Sending a document for approval using a script
- Signing a document version in a script
- Subscribing a user to a document using a script
- Using custom properties of system objects in object and document scripts
- Using the last digits of the year in the records classification scheme (function)
- Working with GridState (a table display settings class)
- Working with the document registration number
- Writing an approval sheet to a context variable
- Writing data to an Excel file
- Creating a document in ELMA
- Document routes in ELMA
- General information about ELMA ECM+
- Switching the block request generation mode
- Document Templates
- ELMA: Web Portal
- Customization
- Changing the main page button
- Changing the style of context variables display
- Creating an sms notification template
- Creating a portlet for displaying the list of new users
- Customizing the sign-in window
- Disabling the history by an object/action using the settings file
- Displaying a table with checkboxes
- ELMA object model in terms of organizational structure
- ELMA object model in terms of users
- Examples of Code portlets
- Examples of portlets with Iframe
- Getting the list of online users
- Hiding task transition buttons
- Mask for entering a phone number
- Modifying the main menu button
- Portlet for starting processes
- Setting up MS SharePoint for installing the ELMA integration application
- Using Javascript in ELMA
- ELMA Agent
- Objects
- Reports
- Adding a document name to the subject of a consideration task in the schedule compliance report
- Collapsible panels and grouping in reports
- Complex report with links to different object types in FastReport
- Complex report with links using Razor markup
- Converting the BIGINT type to a time interval when creating a report
- ELMA SQL
- Example of creating a complex report
- Example of creating a report with charts
- Example of creating a simple report
- Exporting reports with .Net Razor layout
- Hiding empty dates in a FastReport-based report
- Links to ELMA objects in reports
- Matrix reports in FastReport
- Numeration of rows and columns in a matrix report
- Scripts in FastReport
- Using collapsible blocks in reports
- Using custom paging in Razor reports
- Using enumerations as parameters in reports
- Using filters in drop-down lists
- Using list parameters in reports
- Tasks
- General information about the Web Portal
- Public Channels in ELMA
- Time Reports
- Working with the Calendar
- Customization
- ELMA Framework
- ELMA Components
- System Extensions
- Architecture
- Data Model
- Designer
- Developing Back-End Extensions
- Actions in Objects and Managers
- Adding a custom settings section for a module, with user display of view/edit forms
- Adding a settings section for a module
- Additional file permission check
- Creating access permissions for the object instances
- Creating a custom authentication module
- Creating custom global settings for a module
- Creating custom messaging channel
- Creating custom object monitoring
- Creating custom scheduler
- Creating document preview for different file formats
- Creating module in ELMA
- Recent activity on different object types
- Recording object’s history of actions
- ELMA Plugin for Visual Studio
- Templates
- Web Application
- Adding custom events to calendar
- Adding link to object’s page
- Adding table columns to the standard “Dynamic Grid” element
- Adding tabs to the standard “TabPanel” element
- Changes in the service for managing user accounts in version 3.11
- Creating custom data counter for the menu
- Creating custom events in calendar
- Creating pop-up windows to view object´s instances
- Creating portlet in ELMA module
- Creating portlet page with a portlet when activating module container
- Creating tree-like menu
- Creating web modules in ELMA
- Displaying detailed information about the contractor in the standard selection element
- Extension point for displaying Messages of all object types
- Implementing the possibility to pin an object to a page
- Portlets
- Structure of web modules
- Tooltips
- Adding new buttons to ELMA toolbars
- Adding new items to ELMA left menu
- ELMA Entity Editor
- Naming agreement
- Specifics of developing for Oracle
- Catalogue of available system extensions
- Introduction to ELMA3 development
- System Extensions
- ELMA Configuration Management
- ELMA PublicAPI
- Creating Scripts
- Calculating values of object properties
- Creating Objects in Scripts
- Creating and using custom activities
- Creating custom messaging channel
- Creating dynamic forms
- Implementation of the eql-search for documents
- Loading file from context to ftp-server
- Scripts for changing the business calendar
- Searching for objects in scripts
- Using third-party code editors for writing scripts in ELMA
- Working with custom fields of objects in scripts
- Working with enumerations in scripts
- Complex filters. EQL language
- Creating a portlet for a component in Designer
- Data model structure and object managers
- ELMA API FAQ
- ELMA API – a tool for developing scripts in ELMA
- Introduction to scripts in ELMA
- Requirements for a Script Developer
- Creating Scripts
- ELMA WebAPI
- Applying changes in settings.config file without restarting server
- Bulk data import
- ELMA Framework – tools for ELMA development
- Standards in C# coding
- ELMA Components
- ELMA KPI
- ELMA Projects+
- Supplementary Materials
- VIDEO Tutorials
- ELMA Information Space
- Video Tutorials for Administrators
- Video Tutorials for Business Analysts
- ELMA 101: ELMA BPM Platform
- 101-1 Getting started
- 101-1-2-1 Setting Administrator Password
- 101-1-2-2 General Settings
- 101-1-2-3 Outgoing Mail Settings
- 101-1-2-4 Creating Accounts
- 101-1-3-1 Creating Configuration
- 101-1-3-2 Starting ELMA Designer
- 101-1-4-1 Creating Organizational Structure
- 101-1-4-2 Publishing Organizational Structure
- Getting Started with ELMA: Course Content
- 101-2 Business process modeling
- 101-2-1 Creating Business Process
- 101-2-2 Configuring Swimlanes
- 101-2-3 Modeling Activities
- 101-2-4 Adding Connectors
- 101-2-5 Business Process Context
- 101-2-6 Configuring Notifications
- 101-2-7 Using Gateways
- 101-2-8 Responsibility Matrix
- 101-2-9 Checking Business Process
- 101-2-10 Debugging Business Process
- 101-2-11 Publishing Business Process
- Business process modeling: Course Content
- 101-3 Executing and monitoring business process
- 101-4 Fine-tuning business process
- 101-5 Process KPIs and metrics
- 101-1 Getting started
- ELMA 102: Web Portal
- ELMA 103: ELMA ECM+ Application
- 103-1 Implementing EDM
- 103-1 Implementing EDM: Course Content
- 103-1-1 Implementing Electronic Document Management
- 103-1-2-1 Creating Document Type
- 103-1-2-2 Configuring Document Forms
- 103-1-2-3 Document Life Cycle
- 103-1-2-4 Publishing Document Type
- 103-1-3 Creating Documents in Web Application
- 103-1-4 Document Page in Web Application
- 103-2 Document Routes
- 103-3 Document Storage
- 103-4 Records Management
- 103-4-1 Configuring Document Registration
- 103-4-1-1 Configuring Record Card Types
- 103-4-1-2 Configuring Records Classification Scheme
- 103-4-1-3 Configuring Registration Variants
- 103-4-1-4 Registration Number in Document Name
- 103-4-2-1 Registering New Document
- 103-4-2-2 Registering Existing Document
- 103-4-2-3 Multiple Document Registration
- 103-4-3 Reserving Registration Number
- 103-4-4 Document Dispatch Tracker
- Records Management: Course Content
- 103-5 Operations with Documents
- 103-6 Security
- 103-1 Implementing EDM
- ELMA 105: ELMA Projects+
- 105-1 Main Features
- 105-1-1 Creating Projects
- 105-1-2 Import from MS Project
- 105-1-3 Project Page
- 105-1-4 Publishing Projects
- 105-1-5 Project Plan
- 105-1-6 Task Types
- 105-1-7 Links
- 105-1-8 Gantt Chart
- 105-1-9 Critical Path
- 105-1-10 Publishing Project Plan
- 105-1-11 Project Control and Monitoring
- 105-1-12 Completing Project
- 105-2 Configuring Project Conveyor
- 105-3 Using Project Conveyor
- 105-4 Additional Features
- 105-1 Main Features
- ELMA 106: KPI
- 106-1 Configuring KPIs
- 106-1-1 Initial Setup
- 106-1-2 Creating and Configuring KPIs
- 106-1-3 Row KPIs
- 106-1-4 Personal KPIs
- 106-1-5 Data Collection. ELMA Tasks
- 106-1-7 Data Colleсtion. Connection between KPIs and business process indicators
- 106-1-8 Scheduler Tasks
- 106-1-9 Publishing Changes
- 106-1-10 KPI Page in Web Application
- 106-2 Performance Matrices
- 106-3 Goal Management
- 106-4 Dashboards
- 106-1 Configuring KPIs
- ELMA 101: ELMA BPM Platform
- Video Tutorials for Users
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