Some fields are filled in with values of objects. You can find CRM objects in Objects – CRM. The system administrator assigns access permissions to objects in Administration – Users – Access Settings – Objects. To learn more about objects, see the respective Help section.
An example of the form for creating an individual is shown in fig. 2, and for creating a company - in fig. 3.
Fig. 2. Creating an individual
Fig. 3. Creating a company
Form for creating a company
About the Company unit:
Name *– the name of the contractor. This field is required.
Type of Business Organization – the type of business organization of the contractor, selected from the Type of Business Organization object.
Type – the type of the contractor, selected from the Customer Type object. By default, this object contains only one instance - Partner. Users with respective access permissions can create other instances.
Regional Group – the geographic region of the contractor. The drop-down list displays the instances of the Regional Group object.
Industry – the industry, in which the contractor works. The drop-down list displays the instances of the Industry object.
Annual Revenue – the annual revenue of the contractor.
Staff – the number of employees in the contractor company.
Responsible *– the employee, responsible for working with the contractor. This field is required. The user specified in this field (even if he/she is not the contractor's creator), will receive notifications about creating, changing, removing the contractor, deleting related objects, and adding new comments.
Work participants - the users who by default have access permissions of the following levels: "View a Contractor", "Add elements", "Edit a Contractor." These users will receive notifications about creating, changing, removing the contractor, deleting related objects, adding new comments.
Informed - theuserswhoreceive notifications about creating, changing, removing the contractor, deleting related objects, adding new comments. By default, these users have access permissions to view the contractor.
Partner – the partner company that can work with this contractor. The drop-down list displays names of the contractors of the Partner type.
Company's Day – the date the company was established.
Website – the website of the contractor.
Email – the email address of the contractor.
Phone Number – the phone numbers of the contractor.
Fax – the fax number of the contractor.
Marketing Event – the marketing event, which resulted in attracting this contractor. Selected from the Marketing event type object.
Categories unit:
Categories – the categories of the contractor. The system administrator defines the list of categories in Administration – CRM – Categories.
Description unit:
Description – the description of the contractor.
Addresses unit:
Legal address, Postal address – the addresses of the contractor. If you check the The Legal Address and the Postal Address are the same box, the postal address form will be hidden.
Attributes unit:
Bank, BIC, Bank Account, etc. – additional details of the contractor. Please note that the length of the ITN, Bank Account, IEC strings cannot exceed 100 symbols.
Bank Accounts unit:
Contains full information about the contractor’s bank accounts (Bank Details*, Account Number*, Name*, Status*, Currency, Comment). To add an entry to this section, click Add Entry. The name of the bank is selected from the Banking Details object
Form for creating an individual
When you create an individual, most of the fields are similar to creating a company.
About the Individual unit:
Name *, Last Name *, Middle Name – the full name of the individual.
Birthday – the date of birth of the individual.
Attributes unit:
Document Type *, Document Series *, Document Number *, Issued By *, Issued On *– the ID document of the individual.
Bank Cards (Wallets) unit:
Contains full information about payment systems (bank cards and/or electronic wallets) of the contractor. To add an entry to this section, click Add Entry. The name of the payment system is selected from the Payment System object
