CRM Operations Programs
This section describes the StreamV VDF or “Visual Dataflex” CRM programs. This section also describes the specific options which are contained in each of the CRM programs and how each program should be used when processing transactions for your customers.
Note: This section describes the individual programs in the CRM module and how they should be used. The information in this section is used to display program specific help in each of the CRM programs. For more information about completing a specific task (which may require using several different programs), please see the Daily and Monthly Procedures sections of this document.
VDF programs are windows based programs and they are organized into modules. Each of the VDF modules normally contains multiple programs and these programs can belong to one or more different applications. For example, the CRM Module includes accounts receivable programs, journal entry lookups (from the General Ledger System), and bank lookups (from the Bank System)
VDF programs are completely documented in the module that they are most closely associated with and they are briefly referred to from other modules. The online help system will normally display the correct help topic for each program automatically, regardless of the module that the help program is called from.
VDF executables contain Pull down Menus which list the available programs in each module. The pull down menu for a module is normally organized based on the program type. Typical pull down menu options include Operations, Lookups, Reports, and Maintenance/Utilities. Other pull down options that are specific to each module are also supported. The Pull Down options that are available in each application are restricted based on your specific menu options and security (what programs have been included in each menu and the operator rights that are have been defined in order to access them). The Menu in each application can be modified or customized by your System Administrator or by Cove Systems Personnel.
The programs located on the CRM Operations Menu are used to create and maintain the customer and contact records in your system, and to enter and modify customer orders and quotes. The CRM Operations programs also allow you to create and process Opportunity, Incident and Actions records, and to create and update customer related information that is used during transaction processing, such as special pricing records, customer cross reference records, company item comments and similar information. The Catalog Manager is also included in the CRM menu system and can be used to create and maintain Catalog and Inventory records from within the CRM system.
Each of the CRM Operations programs is described in the following sections. The Catalog Manager is briefly described in the following section and completely described in the documentation for the Product Management Module.
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Customer Manager