Web Based CRM

CRM Calls

All the calls information are managed under the Calls section of Jim Maurer's CRM which you'll also find on the main application screen.

Add New Call

Jim Maurer's CRM records a call for three parent types only i.e., case, opportunity or task. Hence a call made to either case or opportunity or task can be recorded and viewed. To add a call users should,

  1. Click on the "Add Call" link on the sub navigation bar placed below the main navigation bar.
  2. The add CRM call form is displayed.
  3. Fill up add call form being displayed and submit it.
  4. The notification is displayed.
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Edit/Delete CRM Call

Administrators can edit/delete any calls where as general users can edit/delete calls assigned to them only. To edit/delete a call users should,

  1. Click on the parent type (cases, opportunities or tasks) link on the main navigation bar whose call is to be edited or deleted.
  2. The pages with the parent type (cases, opportunities or tasks) listing is displayed which is sorted alphabetically in order of parent type name.
  3. The list can be filtered with the help of search.
  4. Users should select the particular name of the parent type (cases, opportunities or tasks) whose call is to be edited or deleted.
  5. Click on the "View Calls" link placed below the detail of the parent type.
  6. The pages with the CRM calls listing is displayed which is sorted alphabetically in order of call subject.
  7. Users should select the particular call to edit/delete with the help of radio button displayed along with the record.
  8. Edit or Delete button should be pressed as required.
  9. The call is deleted after the confirmation from the user.
  10. For edit, an edit form is displayed where users can change any information required.
  11. The form should be submitted by clicking on Edit button.
  12. The notification is displayed.
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View CRM Call Details

Administrators can view any call where as general users can view calls assigned to them only. To view a call users should,

  1. Click on the parent type (cases, opportunities or tasks) link on the main navigation bar whose call is to be viewed.
  2. The pages with the parent type (cases, opportunities or tasks) listing is displayed which is sorted alphabetically in order of parent type name.
  3. The list can be filtered with the help of search.
  4. Users should select the particular name of the parent type (cases, opportunities or tasks) whose call is to be viewed.
  5. Click on the "View Calls" link placed below the detail of the parent type.
  6. The pages with the calls listing is displayed which is sorted alphabetically in order of call subject.
  7. Users should select the particular call to view by clicking on the link on call's name.
  8. The call detail is displayed.

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