Project setup comprises of all the modules needed for you to setup a Project. Such as : Main Objects, Relations, Tables, Forms, Forms (DHTML) , Workflow, Gadget and Dashboards.
Main Objects
Main Objects correspond to the internal tables that make up Soffront CRM and are displayed on a Main Object list. Main Objects can be Accounts, Assets, Products etc. Read More…
Relations
Relations define the tables that are linked as child objects to a Main Object. A main object can have several child objects. For example Account ( Main object ) can have several child objects linked to it such as Notes, Contacts, tickets etc. Read More…
Tables
Tables are database objects that store data. A table is a collection of columns and rows. Each column represents a field on the table, and each row represents a unique record. In SF CRM Tables are only containers. The actual fields are added using Forms. The admin creates a table and then goes to the Form Designer of that table to add/modify fields. Read More…
Forms [DHTML]
Forms [DHTML] allows you to create sub form, add and edit fields to the sub forms, customize them and more. The Form Name list represents the Main Object that the Form is associated with.You can create and design sub forms for main objects according to your needs. Read More…
Workflow
Workflows allow you to design and customize the CRM process to meet your specific business needs. Workflows are based on the Main Object selected on the Objects list.You can setup workflow rules and activate or deactivate a workflow cording to your need. You can copy an existing Workflow for the same or the different user group(s). The UI is same as creating a new Workflow. You can also modify the condition in the copied Workflow. Follow the steps below to work with the Workflow screen. Read More…
Gadget
Gadgets are tool sets that allows you to get the maximum out of the Soffront CRM application. They require no installation or customization effort. The Sf CRM application is equipped, out of the box, with a number of predestined gadget types such as queries, reports and link options. You also have the option of designing new gadget types according to your preferences and the business requirements of your enterprise. Read More…
Dashboard
Soffront Enterprise Dashboard provides graphical user interface based representation of the various processes and flows of a company’s business model. This allows the user to view and analyze the performance of their business in the form of composite graphs, charts and business reports and help them take educated business decision. Read More…