Web Based CRM

CRM Meetings

All the meetings information are managed under the meetings section of Jim Maurer's CRM.

Add New CRM Meeting

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

  1. Click on the "Add meeting" link on the sub navigation bar placed below the main navigation bar.
  2. The add CRM meeting form is displayed.
  3. Fill up add meeting form being displayed and submit it.
  4. A form with the combo box to add users is displayed.
  5. Select all the users from the list as participants of the meeting.
  6. Submit the form to complete the add meeting process.
  7. The notification is displayed.
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Edit/Delete CRM Meeting

Administrators can edit/delete any CRM meeting where as general users can edit/delete meetings assigned to them only. To edit/delete a meeting users should,

  1. Click on the parent type (cases, opportunities or tasks) link on the main navigation bar whose meeting 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 meeting is to be edited or deleted.
  5. Click on the "View meetings" link placed below the detail of the parent type.
  6. The pages with the CRM meetings listing is displayed which is sorted alphabetically in order of meeting subject.
  7. Users should select the particular meeting 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 meeting 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 Meeting Details

Administrators can view any CRM meeting where as general users can view meetings assigned to them only. To view an meeting users should,

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

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