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.
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Name –(text) Name=Name
ID=a1a41070-8de4-416d-ba50-1d258279d671
Type=text
Required=False
HideinMobile=False
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Note –(textarea) Name=Note
ID=48683f83-7000-40c8-9957-31f3ce81ab8e
Type=textarea
Required=False
HideinMobile=False
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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
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E-Mail –(email) Name=E-Mail
ID=cab33852-f630-41b6-b61e-c956ddd52615
Type=email
Required=False
HideinMobile=False
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Authorized Person –(text) Name=Authorized Person
ID=b6abecf0-2a77-4317-be14-5de44767f576
Type=text
Required=False
HideinMobile=False
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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.
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Customer Name(Auto) –(text) Name=Customer Name(Auto)
ID=a704b640-75dc-4280-91bf-6398ff8b9c65
Type=text
Required=False
HideinMobile=False
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Interview Notes –(textarea) Name=Interview Notes
ID=9afb3e34-3a01-4d48-8a24-fbc25e8a2410
Type=textarea
Required=False
HideinMobile=False
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Next Call Time –(date) Name=Next Call Time
ID=103f4084-c63c-405b-b239-9f40667ea868
Type=date
Required=False
HideinMobile=False
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Visit Result –(radio) Name=Visit Result
ID=d78368c9-ba0f-46f4-9ae4-6a8708426cf5
Type=radio
Required=False
HideinMobile=False
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Sales –(checkbox) Name=Sales
ID=b24b2b09-d178-423a-ac72-c7a84abf08cf
Type=checkbox
Required=False
HideinMobile=False
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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
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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.
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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
-
Price –(number) Name=Price
ID=2666c7c0-d6b7-4753-9a6a-646d3276d88b
Type=number
Required=False
HideinMobile=False