CRM Customers

Warnings

Warnings are notifications of overdue activities, that can be directly actioned.

A full list of warnings can be accessed from the Dashboard (Home page).

Client-specific warnings can be accessed from the from the Customer Dashboard as set out below.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Access Warnings from the Dashboard (Home page)

1. In the Dashboard (Home page) screen,
2. Click on the Warnings tile.

The Warnings Screen (all customers)

1. The Warnings page will be displayed.
2. Here you can view all the warnings - where you have activities pending.
3. Each warning lists:
• The activity subject
• When the activity was scheduled for
• Who the activity was scheduled with
• Contact details for the activity:
• Tel:
• Email:
• Cell:
• Business No:

Warnings 'Action Item' buttons

4. Hover over any activity to reveal the Action Item buttons:
• View / Edit this Activity
• Reschedule this Activity
• View Case info and history
• Close this case
• Next Action (close current activity and create new activity)
• View customer

View Activity Summary

1. Single click on any Activity. 
2. To access a quick view summary of the Activity information.

Navigate to the Customer Dashboard

• Click on the blue link in the Who field of any of the Activities.

1. The selected Customer Dashboard screen will be displayed.
2. Here you can view the Customer/Company details and 12 Months Sales History.
3. A panel of Links tiles can direct you to further information regarding this customer.

Access Warnings from the Customer Dashboard

4. Click on the Warnings tile.

1. The customer specific warning screen will be displayed.
2. Here you can only view the warnings for that particular customer.

• Follow the steps as explained above to reveal the warnings action buttons or view the activity summary.

3. Click on Back to return to the previous page.
4. Click on the Customer icon to return to the Customer page.