Hey guys we need to realize the following workflow:
Our process looks as following:
We have a customer base with several attributes for each customer like city, type of product, segment and so on.It should be possible for the manager to choose the correct customers according to the attributes (e.g. all customer from city x and type y of product) and assign this customers to a marketing process.
The marketing process would look like:
User gets a notification call customer x
User is being asked how the call was and the user can choose from several categories (no interest, slight interest, wrong number, ....)
The logic behind what happens afterwards is in the program
THE WORKFLOW
In short:
Defining the customer range -> putting them into a process -> user gives a response in a pre defined way to the task he performed -> the process goes on
Thank you for your response!
PS. There is no need for VOIP integration.
The short answer is yes, OroCRM is flexible enough to handle completely custom workflows. Simple workflows, like the one that you described can even be configured from the user interface, without custom development.
We have a customer base with several attributes for each customer like the city, type of product, segment, and so on.
Depending on the needs, you can use one of the existing OroCRM entities as a base customer (e.g. a Lead or an Account entity) and add all the needed extra fields using the entity management. Or you can create a completely new custom entity with all the fields and relations to use it as a base customer.
It should be possible for the manager to choose the correct customers according to the attributes (e.g. all customers from city x and type y of product)
You can use OroCRM data grids to filter base customers by attributes and even create a custom grid view with predefined filters to reuse it later. The flexible reporting system also may be helpful here.
and assign these customers to the marketing process.
In OroCRM they are called workflows. There are a few predefined workflows, and you can create a completely custom within the user interface.
Related
My process generates an automatic letter to the user within a single entity. You need to add a field value from another related entity to the letter. Please help me how to do this?
Entity 1 - Opportunity;
Entity 2 - Organization to which the opportunity belongs.
Unlike other activities (Email, Appointment, etc), Letter is a different concept. It won’t generate a document, it is simply a note or task as a placeholder to generate Letter using Letter template (Mail merge in old days) - so respective Person can generate it in CRM UI, print it and send it offline. Read more
That being said, you can generate a word template with any parent and it’s related entities, compose and save it for later use like Letter use case. Read more
A little background:
I have 2 entities (Product and Case). The product entity will hold all product records. A section in the Case will have the ability to choose products and auto-populate all related fields that are located in the product record for that specific product. For example, Product record has fields like hazardous, range, lot ect. The same field appear on the Case record. These fields should only be populated based on the product that was selected.
I was able to accomplish the above by creating a 1:N relationship and adding it to my Case form. I then created a workflow to populate the related fields (hazardous, range, lot ect). However, these fields only populate when the record is saved. Is there a way to make it update the fields once the product is chosen?
I want to refrain form using any type of JavaScript. If possible, I would like to strictly use workflows to accomplish this (if at all possible).
Real time information in your case can be only accomplished by using JavaScript. Maps works too but they have a special behavior.
Workflows that fire when the record is created only execute after all core operations are done (Native logic, Plug-in logic...) and you can't fire workflows if the record is not created.
So using workflows is a good idea even if you can't see the information
I'm working on the design of a database for a client and they would like to work with one of their companies (customers) at a time throughout the entire session.
Ideally I would like to set up the forms so that they select the company to work with first and then can navigate to various other forms to manage the different aspects of that company (locations, departments, employees, etc.). There will obviously be many companies in the database, so I would need to ensure that they only see records for the selected company and adding new values ties them to the selected company.
I've been doing some searching around for how best to accomplish this but I've had no real luck.
Any guidance you can give would be awesome.
PS. I've got the structure of the database tables setup to ensure that any entity that is company-specific has a foreign key that identifies the company.
When the user enters the program, the first form they should see should be the company chooser form. Then the user can continue on to the other forms, which would all be filtered based on the user's initial selection.
You can either have the form write to a module-level variable, and all the forms would be filtered by the value of a function which would return the company ID to filter by.
It may be easier for you to simply hide the form, and filter all the successive forms by the value in the combo box of the hidden form.
You might also want to consider creating a query for each table, which contains only the filtered values per company (either with a function, or by the value of the hidden form) and basing all your forms/reports on those queries. That way you won't accidentally forget to include the filter in a form/report.
I am building a base workflow will support around 25 Customer
all customers they matches with one basic workflow and each one has little different request lets say one customer wanna send email and another one don't wanna send email
What I am thinking to make
1- make one workflow and in the different requirement I will make switch to check who is
the user then switch each user to his requirements
(Advantages)this way powerful in maintenance and if there is any common requirements
easy to add
(Disadvantages) if The customer number increase and be like 100 and each is different
and we expect to have 100 user using the workflow but with the Different
little requirements
2- make Differnt workflow for each customer which meaning I will have a 100 workflow
in the future and in declaration instantiate the object from the specific workflow
which related to the Current user
(Advantages) each workflow is separate
(Disadvantages) - hard to add simple feature this meaning write the same thing 100
time so this is not Professional
so What I need ??
I wanna know if those only the ways I have to use in this situation or I missing another technique
One way would be to break out your workflow into smaller parts, each which do a specific thing. You could organize a layout like the following, to be able to support multiple variations of the inbound request.
Customer1-Activity.xaml
- Common-Activity1.xaml
- Common-Activity2.xaml
Customer2-Activity.xaml
- Common-Activity1.xaml
- Common-Activity2.xaml
For any new customers you have, you only need to create a root XAML activity, with each having the slight changes required for your incoming request parameters.
Option #2: Pass in a dictionary to your activity
Thought of a better idea, where you could have your workflow have a Dictionary<string, object> type be an input argument. The dictionary can contain the parameter/argument set that was given to your workflow. Your workflow could then query for the parameter set to initialize itself with that info.
I must design dynamically created table from offer to the client. In the offers a variable number of products so the my table must dynamically create rows with products.
For example:
When the offer include 3 products then the table must have 3 rows with this products.
When the offer include 2 products then the table must have 2 rows with this products.
I can do only a table with static number of rows. When I create table with 2 rows I must add only two products because more than two will not be visible.
Can I do something like that in Word and use as template in CRM Online? Can do this without programming? Or I must use some custom solution and add to CRM?
Best regards.
Correct me if I'm wrong but, it sounds like you have:
Two entities - Offer and Product
An Offer can be many Products - linked via a relationship, probably Many-to-Many.
I don't think you will be able to use the Templates because they wont allow you to get data from relationships as you have them, as far as I know.
I think in this case the most workable solution will be a Fetch-Xml (because of Crm Online) Based SSRS Report (so you can have a custom layout) as described here: http://msdn.microsoft.com/en-us/library/gg328302.aspx
Then users just have to run the report against a particular offer, save, print and send.