CRM

CRM
Forms and Panels for customer relations. #stock #sales #business #commerce #commerce #activity #money #finance #accounting #follow-up #offer #order #account

CompaniesFormID=MobidiLayer_24f6c6eb-d5e7-44ae-977e-5d4ef93281e4

Save, track and analyze customer information with reports.

  • Name –(text) Name=Name
    ID=a1a41070-8de4-416d-ba50-1d258279d671
    Type=text
    Required=False
    HideinMobile=False

  • Note –(textarea) Name=Note
    ID=48683f83-7000-40c8-9957-31f3ce81ab8e
    Type=textarea
    Required=False
    HideinMobile=False

  • Adress –(textarea) Name=Adress
    ID=748afceb-3cd4-4e42-b198-65b33f0ff43a
    Type=textarea
    Required=False
    HideinMobile=False

  • Telephone –(tel) Name=Telephone
    ID=c210f254-a7cb-4ad7-a859-5a0c92892bdb
    Type=tel
    Required=False
    HideinMobile=False

  • E-Mail –(email) Name=E-Mail
    ID=cab33852-f630-41b6-b61e-c956ddd52615
    Type=email
    Required=False
    HideinMobile=False

  • Authorized Person –(text) Name=Authorized Person
    ID=b6abecf0-2a77-4317-be14-5de44767f576
    Type=text
    Required=False
    HideinMobile=False

  • Access Channel –(radio) Name=Access Channel
    ID=4373f21b-4eab-4483-8b04-ebeae9c753a5
    Type=radio
    Required=False
    HideinMobile=False

VisitFormID=MobidiLayer_2eafc6c3-a226-4f8a-91a5-4cea0733c71e

Record your visits and enrich them with photos.

  • Customer Name –(dynamic_select) Name=Customer Name
    ID=12fea437-1bc9-77f9-3a2b-396bb25d2a57
    Type=dynamic_select
    Required=False
    HideinMobile=False

  • Interview Notes –(textarea) Name=Interview Notes
    ID=9afb3e34-3a01-4d48-8a24-fbc25e8a2410
    Type=textarea
    Required=False
    HideinMobile=False

  • Next Call Time –(date) Name=Next Call Time
    ID=103f4084-c63c-405b-b239-9f40667ea868
    Type=date
    Required=False
    HideinMobile=False

  • Visit Result –(radio) Name=Visit Result
    ID=d78368c9-ba0f-46f4-9ae4-6a8708426cf5
    Type=radio
    Required=False
    HideinMobile=False

  • Sales –(checkbox) Name=Sales
    ID=b24b2b09-d178-423a-ac72-c7a84abf08cf
    Type=checkbox
    Required=False
    HideinMobile=False

  • Products –(childlayer) Name=Products
    ID=1009ae02-5312-408e-b932-26aebff37e5a
    Type=childlayer
    Required=False
    HideinMobile=False

Solution PartnerFormID=MobidiLayer_11df55b0-1aaf-4221-b255-fc611076aa0b

Save, track and analyze solution partners with reports.
#service #electricity #medical #cleaning #fmcg #tourism #insurance #textile #software #IT #BT #hardware #food #distributor #white goods #electronics

  • Name –(text) Name=Name
    ID=04fa0016-8271-4f92-af13-4c1cfbf57fe3
    Type=text
    Required=False
    HideinMobile=False

  • Note –(textarea) Name=Note
    ID=ea71df64-e997-46b2-9762-5d3c4637401f
    Type=textarea
    Required=False
    HideinMobile=False

  • Adress –(textarea) Name=Adress
    ID=748afceb-3cd4-4e42-b198-65b33f0ff43a
    Type=textarea
    Required=False
    HideinMobile=False

  • Telephone –(tel) Name=Telephone
    ID=c210f254-a7cb-4ad7-a859-5a0c92892bdb
    Type=tel
    Required=False
    HideinMobile=False

  • E-Mail –(email) Name=E-Mail
    ID=cab33852-f630-41b6-b61e-c956ddd52615
    Type=email
    Required=False
    HideinMobile=False

  • Authorized Person –(text) Name=Authorized Person
    ID=b6abecf0-2a77-4317-be14-5de44767f576
    Type=text
    Required=False
    HideinMobile=False

  • Access Channel –(radio) Name=Access Channel
    ID=4373f21b-4eab-4483-8b04-ebeae9c753a5
    Type=radio
    Required=False
    HideinMobile=False

ProductsFormID=MobidiLayer_49026f3d-057b-43d8-af27-4a678fe76391

You can add your products. It is used as a sub-form of the visit form.

  • Name –(text) Name=Name
    ID=04fa0016-8271-4f92-af13-4c1cfbf57fe3
    Type=text
    Required=False
    HideinMobile=False

  • Note –(textarea) Name=Note
    ID=48683f83-7000-40c8-9957-31f3ce81ab8e
    Type=textarea
    Required=False
    HideinMobile=False

  • Price –(number) Name=Price
    ID=2666c7c0-d6b7-4753-9a6a-646d3276d88b
    Type=number
    Required=False
    HideinMobile=False