Potential customers - История изменений

N.Skrypnik в 20:01, 2 мая 2024

2024-05-02T20:01:39Z

← Предыдущая версия		Версия от 20:01, 2 мая 2024
Строка 41:		Строка 41:


	Also see: [[~~Transferring~~ information about connected potential customers to current ~~customers~~]]		Also see: [[Transfer of information about the connected potential customers in the current]]

N.Skrypnik в 20:00, 2 мая 2024

2024-05-02T20:00:56Z

← Предыдущая версия		Версия от 20:00, 2 мая 2024
Строка 3:		Строка 3:
	In the ERP "USERSIDE" it is possible to account not only for the actual customers of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.		In the ERP "USERSIDE" it is possible to account not only for the actual customers of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.

	[[File:2023-11-16_19-59.png\|thumb\|~~1000px~~\|centre]]		[[File:2023-11-16_19-59.png\|thumb\|800px\|centre]]

	In the card of any house, you can mass create entries for all the flats that are not yet connected. These are all our potential customers. For each of them we need to find out the situation and why they are still not customers of the company		In the card of any house, you can mass create entries for all the flats that are not yet connected. These are all our potential customers. For each of them we need to find out the situation and why they are still not customers of the company

	[[File:2023-11-16_20-01.png\|thumb\|~~1000px~~\|center]]		[[File:2023-11-16_20-01.png\|thumb\|800px\|center]]

	A potential customer card is generally not too different from a real customer card. The difference is the lack of technical information that an unconnected customer will not have.		A potential customer card is generally not too different from a real customer card. The difference is the lack of technical information that an unconnected customer will not have.

	[[File:2023-11-16_20-03.png\|thumb\|~~1000px~~\|center]]		[[File:2023-11-16_20-03.png\|thumb\|800px\|center]]

	For potential customers, you can set up a separate category of all sorts of additional fields that will collect most of the useful information.		For potential customers, you can set up a separate category of all sorts of additional fields that will collect most of the useful information.

	[[File:2023-11-16_20-04.png\|thumb\|~~1000px~~\|center]]		[[File:2023-11-16_20-04.png\|thumb\|800px\|center]]

	A separate link in the section leads to a list of tasks that are created to work with potential customers:		A separate link in the section leads to a list of tasks that are created to work with potential customers:

	[[File:2023-11-16_20-05.png\|thumb\|~~1000px~~\|center]]		[[File:2023-11-16_20-05.png\|thumb\|800px\|center]]


	<span id="anchor_317_17_EN">Starting from version 3.17 the property "Date added as a potential customer" has been added for customers. This property is stored for him in the future and is used for filtering in the list of customers.</span>		<span id="anchor_317_17_EN">Starting from version 3.17 the property "Date added as a potential customer" has been added for customers. This property is stored for him in the future and is used for filtering in the list of customers.</span>
Строка 31:		Строка 32:

	[[File:2023-11-16_20-09.png\|thumb\|1000px\|center]]		[[File:2023-11-16_20-09.png\|thumb\|1000px\|center]]

			<br>
			'''Starting from version 3.19:'''

			<span id="anchor_319_71_EN">Added a separate link to add a potential legal entity customer</span>

			[[File:2024-05-02 22-57.png\|thumb\|800px\|center]]


	Also see: [[Transferring information about connected potential customers to current customers]]		Also see: [[Transferring information about connected potential customers to current customers]]

N.Skrypnik в 18:03, 29 марта 2024

2024-03-29T18:03:41Z

N.Skrypnik в 17:59, 22 марта 2024

2024-03-22T17:59:09Z

← Предыдущая версия		Версия от 17:59, 22 марта 2024
Строка 1:		Строка 1:
	[[~~Potential_users~~\|en]] \| [[Потенциальные_абоненты\|ru]]		[[Potential_customers\|en]] \| [[Потенциальные_абоненты\|ru]]

	In the ERP "USERSIDE" it is possible to account not only for the actual users of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.		In the ERP "USERSIDE" it is possible to account not only for the actual users of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.

N.Skrypnik: N.Skrypnik переименовал страницу Potential users в Potential customers: Renaming

2024-03-22T17:58:43Z

N.Skrypnik переименовал страницу Potential users в Potential customers: Renaming

← Предыдущая версия	Версия от 17:58, 22 марта 2024
(нет различий)

N.Skrypnik в 18:20, 16 ноября 2023

2023-11-16T18:20:06Z

← Предыдущая версия		Версия от 18:20, 16 ноября 2023
Строка 3:		Строка 3:
	In the ERP "USERSIDE" it is possible to account not only for the actual users of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.		In the ERP "USERSIDE" it is possible to account not only for the actual users of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.

	[[File:\|thumb\|1000px\|centre]]		[[File:2023-11-16_19-59.png\|thumb\|1000px\|centre]]

	In the card of any house, you can mass create entries for all the flats that are not yet connected. These are all our potential users. For each of them we need to find out the situation and why they are still not customers of the company		In the card of any house, you can mass create entries for all the flats that are not yet connected. These are all our potential users. For each of them we need to find out the situation and why they are still not customers of the company

	[[File:\|thumb\|1000px\|center]]		[[File:2023-11-16_20-01.png\|thumb\|1000px\|center]]

	A potential user card is generally not too different from a real user card. The difference is the lack of technical information that an unconnected user will not have.		A potential user card is generally not too different from a real user card. The difference is the lack of technical information that an unconnected user will not have.

	[[File:\|thumb\|1000px\|center]]		[[File:2023-11-16_20-03.png\|thumb\|1000px\|center]]

	For potential users, you can set up a separate category of all sorts of additional fields that will collect most of the useful information.		For potential users, you can set up a separate category of all sorts of additional fields that will collect most of the useful information.

	[[File:\|thumb\|1000px\|center]]		[[File:2023-11-16_20-04.png\|thumb\|1000px\|center]]

	A separate link in the section leads to a list of ~~jobs~~ that are created to work with potential users:		A separate link in the section leads to a list of tasks that are created to work with potential users:

	[[File:\|thumb\|1000px\|center]]		[[File:2023-11-16_20-05.png\|thumb\|1000px\|center]]

	<span id="anchor_317_17_EN">Starting from version 3.17 the property "Date added as a potential user" has been added for users. This property is stored for him in the future and is used for filtering in the list of users.</span>		<span id="anchor_317_17_EN">Starting from version 3.17 the property "Date added as a potential user" has been added for users. This property is stored for him in the future and is used for filtering in the list of users.</span>

	[[File:\|thumb\|1000px\|center]]		[[File:2023-11-16_20-07.png\|thumb\|1000px\|center]]

	<br>		<br>
Строка 30:		Строка 30:
	<span id="anchor_318_31_EN">It is forbidden to create a potential user with the same address as an existing potential user.</span>		<span id="anchor_318_31_EN">It is forbidden to create a potential user with the same address as an existing potential user.</span>

	[[File:\|thumb\|1000px\|center]]		[[File:2023-11-16_20-09.png\|thumb\|1000px\|center]]

	Also see: [[Transferring information about connected potential users to current users]]		Also see: [[Transferring information about connected potential users to current users]]

N.Skrypnik в 18:16, 16 ноября 2023

2023-11-16T18:16:53Z

← Предыдущая версия		Версия от 18:16, 16 ноября 2023
Строка 1:		Строка 1:
	[[Potential_users\|en]] \| [[Потенциальные_абоненты\|ru]]		[[Potential_users\|en]] \| [[Потенциальные_абоненты\|ru]]

			In the ERP "USERSIDE" it is possible to account not only for the actual users of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.

			[[File:\|thumb\|1000px\|centre]]

			In the card of any house, you can mass create entries for all the flats that are not yet connected. These are all our potential users. For each of them we need to find out the situation and why they are still not customers of the company

			[[File:\|thumb\|1000px\|center]]

			A potential user card is generally not too different from a real user card. The difference is the lack of technical information that an unconnected user will not have.

			[[File:\|thumb\|1000px\|center]]

			For potential users, you can set up a separate category of all sorts of additional fields that will collect most of the useful information.

			[[File:\|thumb\|1000px\|center]]

			A separate link in the section leads to a list of jobs that are created to work with potential users:

			[[File:\|thumb\|1000px\|center]]

			<span id="anchor_317_17_EN">Starting from version 3.17 the property "Date added as a potential user" has been added for users. This property is stored for him in the future and is used for filtering in the list of users.</span>

			[[File:\|thumb\|1000px\|center]]

			<br>
			'''Starting from version 3.18:'''

			<span id="anchor_318_31_EN">It is forbidden to create a potential user with the same address as an existing potential user.</span>

			[[File:\|thumb\|1000px\|center]]

			Also see: [[Transferring information about connected potential users to current users]]

N.Skrypnik: Новая страница: «en | ru»

2023-11-14T10:44:57Z

Новая страница: «en | ru»

Новая страница

[[Potential_users|en]] | [[Потенциальные_абоненты|ru]]

← Предыдущая версия		Версия от 18:03, 29 марта 2024
Строка 1:		Строка 1:
	[[Potential_customers\|en]] \| [[Потенциальные_абоненты\|ru]]		[[Potential_customers\|en]] \| [[Потенциальные_абоненты\|ru]]

	In the ERP "USERSIDE" it is possible to account not only for the actual ~~users~~ of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.		In the ERP "USERSIDE" it is possible to account not only for the actual customers of the organisation, but also for anyone who is potentially of interest. Any individuals or entities can be added (with or without addresses) and work can be done on them to attract and (eventually) connect them.

	[[File:2023-11-16_19-59.png\|thumb\|1000px\|centre]]		[[File:2023-11-16_19-59.png\|thumb\|1000px\|centre]]

	In the card of any house, you can mass create entries for all the flats that are not yet connected. These are all our potential ~~users~~. For each of them we need to find out the situation and why they are still not customers of the company		In the card of any house, you can mass create entries for all the flats that are not yet connected. These are all our potential customers. For each of them we need to find out the situation and why they are still not customers of the company

	[[File:2023-11-16_20-01.png\|thumb\|1000px\|center]]		[[File:2023-11-16_20-01.png\|thumb\|1000px\|center]]

	A potential ~~user~~ card is generally not too different from a real ~~user~~ card. The difference is the lack of technical information that an unconnected ~~user~~ will not have.		A potential customer card is generally not too different from a real customer card. The difference is the lack of technical information that an unconnected customer will not have.

	[[File:2023-11-16_20-03.png\|thumb\|1000px\|center]]		[[File:2023-11-16_20-03.png\|thumb\|1000px\|center]]

	For potential ~~users~~, you can set up a separate category of all sorts of additional fields that will collect most of the useful information.		For potential customers, you can set up a separate category of all sorts of additional fields that will collect most of the useful information.

	[[File:2023-11-16_20-04.png\|thumb\|1000px\|center]]		[[File:2023-11-16_20-04.png\|thumb\|1000px\|center]]

	A separate link in the section leads to a list of tasks that are created to work with potential ~~users~~:		A separate link in the section leads to a list of tasks that are created to work with potential customers:

	[[File:2023-11-16_20-05.png\|thumb\|1000px\|center]]		[[File:2023-11-16_20-05.png\|thumb\|1000px\|center]]

	<span id="anchor_317_17_EN">Starting from version 3.17 the property "Date added as a potential ~~user~~" has been added for ~~users~~. This property is stored for him in the future and is used for filtering in the list of ~~users~~.</span>		<span id="anchor_317_17_EN">Starting from version 3.17 the property "Date added as a potential customer" has been added for customers. This property is stored for him in the future and is used for filtering in the list of customers.</span>

	[[File:2023-11-16_20-07.png\|thumb\|1000px\|center]]		[[File:2023-11-16_20-07.png\|thumb\|1000px\|center]]
Строка 28:		Строка 28:
	'''Starting from version 3.18:'''		'''Starting from version 3.18:'''

	<span id="anchor_318_31_EN">It is forbidden to create a potential ~~user~~ with the same address as an existing potential ~~user~~.</span>		<span id="anchor_318_31_EN">It is forbidden to create a potential customer with the same address as an existing potential customer.</span>

	[[File:2023-11-16_20-09.png\|thumb\|1000px\|center]]		[[File:2023-11-16_20-09.png\|thumb\|1000px\|center]]

	Also see: [[Transferring information about connected potential ~~users~~ to current ~~users~~]]		Also see: [[Transferring information about connected potential customers to current customers]]