Introduction JBA

The JBA Platform build on Joomla!. JBA Applications will only work with a proper installed Joomla! and JBA Manager. All JBA Applications user-activity is front-end related. CRM Owner, Employees, Customers, only the administrator will use the back-end access of the Joomla Platform. JBA Applications use:

  • The Joomla Core 
  • Baseview: a BizzXL CSS Library based on the Opensource Uikit
  • Google Charts

Colors and styling in the examples on this site might differ from one install to the other depending on the used template. Example images used, use Yootheme Avion.

Watch our image gallery for a firdsy impression.

Accounts
Approve-a-quotation-online
Automated-email
Click2Call-with-joomla-business-applications-crm
easy-styling-crm

Joomla Business Applications more than a CRM

Joomla Business Applications (JBA) uses the name CRM for the base system as most people understand the meaning of abbreviation. A more precise name would be a Web Business Application Platform, but what is that? JBA CRM application includes the basic information needs for a company. Meaning; accounts, contacts, products, invoices, employees; to name just a few. JBA Applications helps you to organize, store and interact with colleagues, accountable customers, and clients (like students). Organize and schedule, track progress of your clients, patients or students. To make all of this possible the base is the JBA CRM.

What it isn't 

JBA is not an accounting, loan calculation application (TAX rules are to country specific). Of course a connection with this kind of application through an API is possible.

It is not the default desktop text editor, although we have Doc Builder. Doc Builder is a Text Based Report Builder that will make live easy in creating reports and share them with colleagues and customers (online).

Finally, It is not your new email client, although JBA can send a lot of email notification and personalized emails to customers and employees, which will make your life easier.

JBA is here to help companies spend less time on administration, process etc, so they can focus on what they are good at!

Corporate branding of documents

Corporate branding is the use of the company's corporate identity, name, logo and color scheme as a brand in the communication to stakeholders. The aim is a clear, positive association to create a brand name and enlarge the companies recognition. JBA can use the Corporate branding in all its applications. With the ability to fine tune this per company.

Many views in the JBA applications like Quotations, Orders and Invoices can use by default the company styling. For the most customization that suits. Also, it is possible to further fine the layout by using the Joomla! overwrite method. JBA is build with a focus on easy to use and enough flexibility for more complex requirements. For example on the products from invoices you want to rearrange the buttons and how information is presented, you can do that with an overwrite. Or the total values you may want to really stand out, you can do that in the invoice total overwrite.

The only limitation we impose is that buttons and all the data do remain on the page and is correct saved. PDF templates can be overwritten, maybe your company wants a different style for the invoices, we provide the tools for you to do that. Regular updates of the component will not affect customization.

Language, Translation and customization

JBA supports English and Dutch languages out of the box, and switching to the used language can be done by simply changing the default Joomla! language from administrator panel of joomla. If another language is required that is not yet supported, this can be easily done by copying and translating the English ini files (or any other one) to the desired language after installation from administrator panel.

Some type of Organisation have there own vocabulary (i.e. doctors). With the Joomla! overwrite, JBA can be customized very straightforward and the start of the configuration.

Role based access

Beside the standard and registered roles used from Joomla! JBA also uses the roles CRM-owner, CRM-employee, CRM-customer. All roles are frontend related as JBA only uses the Joomla backend for technical configuration. CRM-rights can be given to a Joomla user.

1. CRM-owner is the “frontend admin” role as the name suggests. This is someone that has responsibility (in JBA CRM) for managing employees, pricing products, etc.
2. CRM-employee is somebody working for the company. Can be part of different processes and have limited access to more critical parts of the system.
In most cases employees can create but not delete.
Logging changes: changes made by users in the CRM will be logged. In CRM Plus also the name of the person that creates or makes changes is logged for audit purposes.

Application layout

JBA is using a list view and detail view (page) structure.

Core information

Detail views show the core information in two columns. This structure is consistently used in JBA. There are other layouts used, depending on the purpose of the application or view.

Read-only or edit

Some detail views, like core Account information, are not changed often and have a 'read-only view' to prevent unwanted data changes. An edit button will unlock the edit mode.

A model of the default JBA application layout.

default application layout

Tabs

tab view

The tabs at the bottom show the related items. By clicking on items you can "roller-coaster" to other detail views through the application. "Account "X" details > go to > Contact "X" details > go to > Quotation "X" details. This structure is consistently used in JBA.

 

Presentation

JBA is using the Joomla! Template structure, it can be easily styled in the corporate branding or a type of presentation that fits the purpose of the user.
Templates are optimized for responsive design. 
With Joomla! menu structure there is a transparent control of which functions will be available, a big Pro above the current SAAS CRM systems. 

jba crm different templates

JBA is optimized for use with Yootheme Templates for Uikit 2.

User Access

JBA is using the default Joomla! ACL definition for user access. As Joomla Business Applications is a frontedend user interface, users are created from within the Joomla Business Applications Frontend to define the proper rights and access.

JBA Manager

To make sure JBA applications are installed properly and have access to the right version of libraries and connected functions, the installation of JBA is managed by the JBA Manager. The JBA Manager will also inform the admin about the latest releases and updates. An extra module can be installed in the control panel.

backend jba manager

An impression of the JBA manager list of applications.

 

Click 2 Call

JBA supports the browser Click 2 Call function. With this function relations can be called by just clicking the phone number in the browser. A VOIP application that supports Click 2 Call is needed. There are many VOIP applications.

with and without click2call example

Example account list view with and without Click2Call.


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