CRM Customer Relationship Management Forms & Views

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Microsoft Dynamics NAV

ERP Solutions - Integrating financial management, manufacturing, supply chain management, customer relationship management, project management, e-commerce and business intelligence reporting.

Microsoft Dynamics CRM

Customer Relationship Management – Building Relationships with a clear picture of forecast sales from existing customers and new prospects.

Business Intelligence

Delivering dashboard reporting and performance scorecards for key business data across the whole organisation.

E-Commerce Portal Dynamics NAV

Providing Customers access to their purchase history, backorder status and the ability to place orders directly into NAV, eliminating data entry errors and the high cost of data entry.

Jigsaw Technology is a full service, IT consulting firm who partner with you to provide the technical resources and project management skills required to manage all your information technology systems.

WebReporting

Web-based Reports are formatted similarly to existing reports and are generated via a web browser. The user has the option to print the report or saved the file as PDF/Excel/Text file.

WebPO

This web based purchase order system has been designed to control of company expenses and comes complete with : unlimited approval levels, supports order revisions, filtering of orders by user or group, prints of order online (once approved) and includes one WebReporting Licence.

Pocket Agent

PocketAgent is a Pocket PC based "Property Listings" application designed for Real Estate Agents. It carries an up-to-date list of all available properties along with photographs.

Puzzle

This MS Excel addin allows users to directly access data held in ODBC/ADO compliant databases (MS SQL, MS Access, dBase, FoxPro) to allow Financial Reporting spreadsheets to be accessed from accounting systems databases.

eClaim

Is a web based Expense Claim System designed to streamline the creation and processing of expense claims.

Kaspersky Anti-Virus Software

Protecting your data and essential business applications with the most secure, updated and most cost effective Anti-virus software solution.

Forms & Views

Microsoft CRM offers a web-based administration tool that lets your system administrator customize the forms and views your employees use. You can quickly and easily add a field to yours record. For example, companies can track lead information such as a birthday or a spouse's name.

System Customization	Form Customization


Add Custom Fields In addition to the standard fields, Microsoft CRM allows you to add your own custom fields and specify their data types.	Personalize Data Views The administrator can customize the data views (lists) for everyone in your organization, and each user can customize their personal view of lists.
Add Tabs & Sections In addition to adding and removing fields, the administrator can add Tabs and Sections to any type of record (lead, contact, accounts, etc.)	Simplified Deployment Each system customization is automatically published to all CRM users, even those users of the CRM Sales for Outlook client. If users are offline when the customizations are published, their system will be updated on their next synchronization.