App for Management of CRM Lead Sources

App for Management of CRM Lead Sources

Company is selling hardware and software products.

Employees working with hardware need to see only

hardware related leads and lead sources.

Similarly employees working with software need to see

only software related leads and lead sources.

All Leads :

All Lead Sources :

Employee User2 works with hardware products and gets

only hardware related leads and lead sources.

User2 Leads :

User2 Lead Sources :

User2 : Searching for Leads will result into hardware

related leads and lead sources.

Employee User3 works with software products and gets

only software related leads and lead sources.

User3 Leads :

User3 Lead Sources :

User3 : Searching for Leads will result into

software related leads and lead sources.

 

 

The latest document is available at https://mydataorganizer.com/MyDataOrganizer/AppManagementOfCRMLeadSources_MyDataOrganizer.html

For Any Question please Contact MyDataOrganizer

Simple Inventory Management (FIFO) App – MyDataOrganizer Platform

Simple Inventory Management Application is built on MyDataOrganizer Platform. It uses FIFO (First In First Out) method for inventory management.

Products to be sold are added. Resulting dashboard is shown below.

Products are received in batches and are stamped with delivery date-time.

Quantity=100 of Product1 is sold.

Quantity=75 of Product2 is sold.

Current stock is automatically available for each batch of products in FIFO (First In First Out ) order.

Latest document is maintained at Latest Inventory Management App

For Any Question please Contact MyDataOrganizer

CRM Status Analytics – MyDataOrganizer Platform

Status Management is important part of CRM (Customer Relationship Management).

In case of Support Requests following two features are shown :

  • How many times Support Request is reopened – Higher number will lead to checking quality control of process of Closing Support Requests.
  • Status Duration of each phase of Support Request will show response time for Support Requests.

Status Values of Support Requests :



How Many Times Support Request is reopened :



Status Duration of Support Requests in Days/Hours/Minutes

The latest document is maintained at CRMStatusAnalytics

For Any Question please Contact MyDataOrganizer

Quoting Application for Video-work on MyDataOrganizer Platform

Quoting is made up of two parts for creating video for clients.

  • Working Hours – Number of Hours worked
  • Footage time – Number of seconds of video

Rates for Working Hours and Footage time are defined.


Main Quote is defined for which Quote Line Items will be added.



Working Hours Quote Line Items :



Footage Time Quote Line Items :



Quote with Line Items :



Modification of rate will automatically recalculate

  • Quote Line Items
  • Quote Total

Quote Description in Quote Line Items is automatically built from the existing data and is configurable as per needs.

Structure of Quote Line Items

  • Working Hours
  • Footage Time

is different based upon business needs.

More types of other Quote Line Items can be added as required.

For Any Question please Contact MyDataOrganizer

Building of Question-Answers Community Forum Application Part 4

When Question is answered email is  sent to

  • Person who asked the question
  • Persons who answered the question

Question Details has information about

  • Who asked the question
  • Who answered question



When Question 4 is answered email will be sent to

  • demo2 – who asked the question
  • User1, User2, User3 who answered question-4
  • Person who is answering question

Management of sending email is done with EmailSetup.


  • ccf50050 function : delivers email addresses the email message is sent to
  • ccf50060 function : delivers Subject of the email e.g. Answer is added for Question-4
  • ccf50050 function : List of email addresses as message contents – It is just example – any relevant message can be created at the time of sending email.

For Any Question please Contact MyDataOrganizer