CRM Homepage

The Customer Homepage is activated by utilizing the same portal functions as the OA Homepage. It functions as a KANBAN, allowing users to engage with a business, access resources, services, and inform

2.1 Default Home Page

2.1.1 Overall

The system offers a default home page that includes the Customer Summary, Contract Summary, Opportunity Summary, Calendar, My Customer Reports, and Follow-up Reminders. Users have the option to customize the design of the home page under [Settings]-[Homepage Configuration].

2.1.2 Customer Summary

The statistics blocks displays the number of current customers, formal customers, new customers, and follow-up customers. Users has the ability to filter the data to view information created in the last 3 days, last 7 days, or last 30 days.

2.1.3 Contract Summary

The statistics block displays the number of new contracts created and the total sum of new contracts. Users has the ability to filter the data to view information created in the last 3 days, last 7 days, or last 30 days.

2.1.4 Opportunity Summary

The statistics block displays both the number and total sum of new opportunities. Users have the ability to filter the data to view information created in the last 3 days, last 7 days, or last 30 days.

2.1.5 Calendar

Display the current user's schedule with a clear view of tasks that need to be completed. Additionally, quickly create new schedules by clicking on the add button located on the top right of the calendar.

2.1.6 My Customer Reports

2.1.6.1 No. of Customer by Create Time

This report displays the count of the number of customers that can be viewed by the current user, based on their creation time.

2.1.6.2 Customer Contract Value by Start Date

This report displays the customer contracts value that are viewable by the current user, categorized by the year in which the contracts started.

2.1.6.3 No. of customer by customer status

This report display the count of the current users' customers based on their customer status.

2.1.6.4 No. of customer by customer type

This report displays the count of the current user's customers based on their customer type.

2.1.7 Follow-up Reminders

The statistics block displays the number of customers who have not been followed up with for 3 days, one week, one month, and today. Additionally, data is provided on customers who have been contacted within the last 7 days and last month. Users can also filter the statistics based on customers they have "Followed".

2.2 Homepage Configuration

Path: CRM > Settings > Homepage Configuration

The user who has menu access to this can edit CRM homepage by clicking on the center of the home page or by clicking on the "Set element" button to enter the element settings page.

The page can be configured according to preferences, similar to [Setting] >> [Portal management].

Permissions can be set by clicking on [Edit homepage].