Data matching during import

JBA CRM makes it possible to import data from other data sources in csv format. As CRM has database relational structures, a lot of relations can be lost when importing data from csv.
To avoid this, JBA CRM has a matching function, which is activated during the during import. The data/information you want to import will automatically be checked for matching selection lists and connected in case of a match. For instance: if you want to import a contact and the Contact type is "Mr."; the CRM will search in the contact type table for a match on Mr and add the record id to the information of the contact and this will be shown in the frontend as 'Mr.'. This also applies to other types, such as 'types of accounts, types of services, etc."

 

Types

"Types" helps to give attributes information in the JBA. For example 'Account types', where you can select the type of relationship with a company. Another example of a type is 'Contact titles". Types normally are setup only once. 

Two examples Accounts Types and Contact titles.

account types

 

 

contact titles types

Information that is stored can be different per Type.

 


 

Employees

Employees can have access to information, can create Quotations etc. The CRM-owner assigns rights to the employee. Employees can get different types of rights, which means they have different types of access to the system. Each employee can have different rights. So each employee has his/hers own view. 

An example of an Employee listview.employee listview
 An example of a Employee detail view. 
 
employee detailview

Catalog

This Yes / No will give you the option to show information about employees on the public website.

Has Login

Will give the employee access to the CRM. 

Login blocked

Will block the use of the login function.

Is Owner

If "Yes" the user will have access to all kind of settings in the CRM.

All Accounts

JBA CRM by default gives an employee only access to accounts, contacts on his/her name. By choosing "Yes" an employee will have access to all accounts and contacts.

Active

If "Not Active" an employee is not visible in the agenda and related functions. This function does not block the user.

Rights (on the Tab)

A sick colleague: the need to take over some responsibilities: this is the function to arrange it. 


 

Email send from your JBA CRM

Default emails can be send for each type of action. For instance if you send a quotation. In the general settings you can create your own default mails.
This is a popup Quotation-email before sending, making it possible to edit before sending.

email send popup


 

Email signatures

JBA will by default use a global signature with the email templates. Personalized signatures will be used for that employee.

An example of signatures:

siganture listview

An example of a personalized mail signature, using html style.

signature details

An example for a label based global email signature, also resulting in a personalized signature.

signature label based

It is also possible to add a fixed signature in an email template and not use these signatures.


 


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