CRM Customers
Contracts
In CRM you can view Contract Performance Reports for customer machines that are on contract.
Ribbon Access: Webpage > http://[servername]:[portno]/BPOCRM/User.aspx |
Select Customer
- In the Dashboard (Home page) screen,
- Click on the Customers tile.
- The Customers page will open.
- Use the Page Reference field, Filter Row or Filter Text Box to find the applicable customer.
- Click on the selected Customer icon in the View column.
- The Customer Dashboard (Customer Home page) will open.
- Click on the Contracts tile.
The Contracts for [Customer Name] Page
- The Contracts for [Customer Name] page will open.
View All Contracts
- The Contracts tab will be at the fore which lists, by Contract No, all contracts linked to this customer.
- In this data grid you can view the:
- Start Date,
- Expiry Date and
- Months Remaining for each listed contract.
- Click on the Refresh button at any time to bring the data up to date (if any changes have been made in BPO2, for example).
View Contract Performance Report (Current/Active Contracts)
- Click on any Contract No. in this list.
- The Report Viewer and Emailer preview screen will be displayed.
- Here, you can view, download and/or print the Contract Performance report.
- Either, click on the Customer icon to return to the Customer Dashboard (Customer Home page)
- Or, click on the Back button to return to the previous page.
- Or, click on the Page icon in the top left of the page to return to the Dashboard (Home page).
- For the purpose of this manual, we have selected the Back button to return to the previous page.
- You will return to the Contracts for [Customer Name] page.
View Expired Contracts
- Select the Expired Contracts tab. This will list only the expired Contract Nos. linked to this customer.
- In this screen you can view the:
- Start Date,
- Expiry Date and
- Months Remaining for each listed contract.
- Note: As these are expired contracts - the figure in this column will reflect as a negative figure.
- Click on any Contract No. to direct you to the Report Viewer and Emailer page where you can view, print and download the Contract Performance report.
View Expiring Contracts
- Click on the Expiring Contracts tab.
- The Expiring Contracts data grid will come to the fore. This will list only the contracts due to expire in the next 6 months.
- In this screen you can view the:
- Start Date,
- Expiry Date and
- Months Remaining for each listed contract.
View Contract Performance Report (Expired or Expiring Contracts)
- Click on any Contract No. in either of the 2 data grids (Expired Contracts or Expiring Contracts) to view the Contract Performance report.
- The Report Viewer and Emailer page will open.
- Here you can view, download and/or print the Contract Performance report.
- Either, click on the Customers icon to return to the Customer Dashboard (Customer Home page).
- Or, click on the Page icon in the top left of the page to return to the Dashboard (Home page).
- Or, click on the Back button to return to the previous page.
- For the purpose of this manual, the Back button is selected to return you to the Contracts for [Customer Name] page.
Search for a specific Contract No.
To search for a specific contract, it is best to start from the
- Contract data-grid as this will list all contracts; current, expired and due to expire.
- From here you can use the Filter Row or the
- Create Filter function to search for the applicable contract no.
Exit the Contracts for [Customer Name] Page
- Either, click on the Customer icon to return to the Customer Dashboard (Customer Home page)
- Or, click on the Back button to return to the previous page.
- Or, click on the Page icon in the top left of the page to return to the Dashboard (Home page).
CRM.002.011