Web Based CRM

CRM Case

All the CRM case information is managed under the Cases section of Jim Maurer's CRM which is located on the main screen of the application.

Add New CRM Case

To add a case users should,

  1. Click on the "Cases" link on the main navigation bar.
  2. The pages with the cases listing is displayed.
  3. Click on "Add Case" link placed above the list to add case.
  4. Fill up add case form that is displayed and submit it.
  5. The notification is displayed.
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Edit / Delete CRM Cases

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

  1. Click on the "Cases" link on the main navigation bar.
  2. The pages with the cases listing is displayed which is sorted alphabetically in order of case name.
  3. The list can be filtered with the help of search. The search can be done according to name.
  4. Users should select the particular case to edit/delete with the help of radio button displayed along with the record.
  5. Edit or Delete button should be pressed as required.
  6. The case is deleted after the confirmation from the user.
  7. For edit, an edit form is displayed where users can change any information required.
  8. The form should be submitted by clicking on Edit button.
  9. The notification is displayed.
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View CRM Case Details

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

  1. Click on the "Cases" link on the main navigation bar.
  2. The pages with the cases listing is displayed which is sorted alphabetically in order of case name.
  3. The list can be filtered with the help of search. The search can be done according to name.
  4. Users should select the particular case by clicking on the link on case name.
  5. The case detail is displayed.

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