Accounts are the companies paying the bill. Accounts can have different kind of relations. Accounts can work with a B2B (Business to Business), or B2C (Business to Consumer) model or a mix of the two, JBA supports all of three.

In the CRM structure contacts are attached to accounts. JBA can share data directly with contacts. In the basic settings of the CRM choose for global sharing: yes or no. As soon as the global sharing function is activated a share button (icon and text) is available in the right corner next to the account name. By default, this button is set on 'share off'. If the button is clicked to "share", account data function is active. Data related to the account can now be shared with the customer, contacts.

An example of an Accounts list-view:

accounts listview

List views are straightforward (web responsive) views of information (Accounts in this case). The colored titles can be used to sort A-Z or Z-A.
Accounts, are accountable e.g. will receive your invoices as a legal entity. Accounts can be: companies, organizations. Accounts have contacts: people that represent the account.

 

An example accounts detail view

account detailview

Tabs

The tabs at the bottom show the related items. By clicking on items you can "roller-coaster" through the application. This structure is consistently used in JBA.

This is an example of a customer view logged in on your company website. In this example he/she can see the quotations, the order information, the invoices, files and appointments.

Customer page

The Customer will login in the public website showing:

Customer History

The Customer has access to all the information an employee or CRM Owner allows the customer to access, like Quotations, Orders, Invoices. This could also include files, appointments etc.

Sharing

In this CRM there is an option to share or not to share information with your customers. On the top level there is a Global, overall on/off function for Sharing managed by a CRM Owner. When turned "On" (shown as a green 'eye') per item an employee can choose to share items, like invoices, files etc...

The JBA Application Notes is for internal use only and therefore notes will not be shared with customers.

Below two documents, one shared as shown in the image at the bottom.

files crm

 The customer view.

customer shared files 


We are constantly working on the content of this website. If you miss something, there is an error or you have an add-on let us know! Joomla Business Applications is a BizzXL Product. Copyright © 2017 BizzXL. Joomla-business-applications.com is not affiliated with or endorsed by The Joomla! Project™. Use of the Joomla!® name, symbol, logo and related trademarks is permitted under a limited license granted by Open Source Matters, Inc.