Figure 24.
Note that in the “Active Session Information” portlet, the name of the company, address
and telephone number appears. This information is helpful for the Sales Rep to make that
cold call. Also note that in the topleft portlet appears the menu “Activity” which indicates
that the user is at (working on) the Activity business component. Let’s say the Sales Rep
needs to know the history on that customer, he/she would need to click on the “ListAll”
link in the topleft portlet. By doing so the entire history on that customer will be published
as a list of active records where the user can drill down to find out more about the actual
activity transaction, such as comments, date of contact, contact person, etc.
Summary of Contents for Ohioedge CRM+BPM
Page 1: ...Ohioedge CRM BPM Server Users Guide Tammy Dixit January 5 2007 ...
Page 15: ...Figure 12 Here are some results Activity Audit Report ...
Page 16: ...Figure 13 Number of open activities by Assignee Report ...
Page 18: ...Figure 15 The user can further drill down to view lowerlevel activities as shown in Figure 16 ...
Page 22: ...Figure 19 If the DH Central Report is run the results displayed are as follows ...
Page 25: ...Figure 22 If the DH Central Report is run the results displayed are as follows ...
Page 35: ...Figure 32 Summary ...
