Welcome to the new layout for the organisation/customer card in webCRM. You know the layout from the pipeline and order view, the new front page and the new activity view, and this view also comes with similar functionalities.
In the top right corner you will see some buttons, that you know from the other entities:
By clicking on this icon, you can see links related to this organisation, like their LinkedIn profil or other things you might link to. The links can be created here.
Here you can mark the organisation as a favorite, and you will then be able to access it from your favorites menu.
Read more about favorites here.Here you can subscribe to this organisation and get a notification when something is changed on this specific organisation.
The Actions button works like on the other entities in the system. Here you can copy and merge, while also edit the setup and delete the organisation.
Here you save the changes you have made on this page.
After the icons you will see a number of tabs on the organisation. They replace the icons in the box on the old customer card, and they now have each their page.
In the example below we will start with the tab "Details" that replaces the card itself.
From the old customer card:
Under Details you can see lists of all the entities connected to this specific organisation
You can also add extra information you need specificly for your business. In the example below you can see Activities, Persons, Documents, Opportunities and the Log.
You can set up the Details page exactly as you need it, so it shows the data relevant for your business.
You can read more about how you set up the organisation view here.
In the right side of the card you can see information about the organisation in the sidebar.
The sidebar contains information about the organisation like address and phone number, responsible user, type and status. The sidebar can also be set up to fit your needs for information.
The next tabs on the organisation card are Fields, Log, Documents and Emails.
The Fields tab is where you can see all the fields you can usually edit on the organisation. It could be address, VAT number, division name and synchronized data from en ERP integration.
The Log has - like on the other new entities - its own tab and works like on the other entities as well.
On the Document tab you can see all the documents that belong to this organisation.
As a new feature you can now search in your documents and fold the different folders in and out in order to find what you are looking for. In the right side of the picture you can see a drag'n drop functionality and the "+" icon where you can create new documents.
On the Email tab you can see all the emails that belong to the organisation. In the drop down you can choose what kind of emails you would like to see (Outbound, inbound or Broadcast).
On top of that you can also search for specific emails in the search field or filter on specific users.
The remaining tabs, Activities, Quotations, Orders, Support cases, Products, Quotation lines and Meetings are all built in the same way, and the functionality is the same on all of them.
In this example we will look at Activities.
As you know if from the entities in the menu, you have a search field where you can search for specific activities.
Here you can filter on the responsible users for the activities, exactly like you do on your main entity lists.
The report/overview icon can be used to open reports over this entity (activities), but when you open it from here, it will also filter on this specific customer.
The next field filters on status of the activities. Here you can choose which activities you would like to show based on their status. The "+1" shows that you have chosen one status more than what is visible in the field.
The mass edit / bulk functionality makes it possible to edit several activities at the same time. You can for example edit responsible user, type and status.
Be aware: This functionality is ONLY available on the Activity tab.
The Contents button lets you choose which columns you would like to see on the list of activities.
In the date drop down menu you can choose to show activities within a certain time period. You can also choose to just show overdue or future activities.
On the last "+" icon you can create a new activity.
The last tab on the organisation card is Persons.
Search field where you can search for the contact you are looking for.
Use the Contents button to choose which columns/information you would like to see on the list contacts.
Create a new contact on this organisation by clicking on the "+".
When you click on a person you will go to the new person card.