Application instructions EuroCRM 2.0 Application instructions

Operating elements Main navigation screen to change between program tabs inactive if data is being edited Jens Scharnow 07.07.2011

Operating elements System menu available system functions refers to the entire content Jens Scharnow 07.07.2011

Operating elements Location / Breadcrumb - shows steps performed to navigate to current location allows quick navigation back inactive if data is being edited Jens Scharnow 07.07.2011

Operating elements List area (optional) - access to saved data, depending on the situation (e.g. stored search parameters) Jens Scharnow 07.07.2011

Operating elements Content area can contain several tabs can contain buttons to perform various actions (e.g. adding a new element to a list) Jens Scharnow 07.07.2011

Operating elements Quick aid shows brief information with respect to the current view Jens Scharnow 07.07.2011

Tables Header to change sort sequence by clicking into column header for some columns a quick info is shown if the cursor is placed on the column header Jens Scharnow 07.07.2011

Tables Table navigation If the table content is too long to be shown on one page, you can navigate to the next page(s) using the arrow buttons Jens Scharnow 07.07.2011

Input assistance Automatic completion of text entries Jens Scharnow 07.07.2011

My CRM (Dashboard) - allows quick search for customers and contact persons any changes made to your data are submitted to you for information shows new system messages Jens Scharnow 07.07.2011

Customers – Quick search allows quick search for customers and contact persons filters by all customer fields (e.g. city) shows previous searches allows the user to extend the current search Jens Scharnow 07.07.2011

Customers – Advanced search allows to filter by individual customer fields search for assigned records (e.g. sales representative) Jens Scharnow 07.07.2011

Customers – “Overview” tab shows an overview of main customer data The editing mode can be started here (or in any other customer tab). Jens Scharnow 07.07.2011

Customers – “Customer data” tab to edit main information on a customer to assign sales representatives to assign editor groups Jens Scharnow 07.07.2011

Customers – “Contact persons” tab shows a list of all contact persons assigned to a customer (previously called “contacts”) - to edit a new contact person Jens Scharnow 07.07.2011

Contact persons – Details to edit master data of a contact person fields are used by Marketing Dep. for mailings address data can be transferred from customer entry Jens Scharnow 07.07.2011

Customers – “Customer contacts” tab shows an overview of all reported contacts with the customer contains customer reports, notes and entries from weekly report notes can be made Jens Scharnow 07.07.2011

Customers – “Devices” tab provides an overview of the automated systems and instruments which the customer is using - assigned devices are imported from the sales of equipment further devices can be added all reports about the devices can be viewed Jens Scharnow 07.07.2011

Customers – “Products” tab shows which EUROIMMUN products the customer has purchased - user-related saving of frequently performed search queries Jens Scharnow 07.07.2011

Customers – “Customer data” tab shows the prices charged to the customer for individual products Jens Scharnow 07.07.2011

Customers – New report write new customer reports reports are divided into several categories - alternatively, reports can be device-related It is possible to state persons to whom the report is then automatically forwarded by e-mail. Reports can be saved as drafts. Jens Scharnow 07.07.2011

Report search allows the search for reports using various criteria frequently used search parameters can be saved Jens Scharnow 07.07.2011

Weekly reports provides an overview of the user‘s reports incomplete reports can be edited Jens Scharnow 07.07.2011

Edit weekly report individual weekly reports can be edited If a new weekly report is created, all customer reports relating to this week are automatically included. customer reports which need to be written can be entered retrospectively If the customer no. is entered in the laboratory field, the system automatically suggests the corresponding customer name weekly reports can be saved as drafts Jens Scharnow 07.07.2011

Product catalog list prices and product descriptions from the catalog can be viewed Jens Scharnow 07.07.2011

Enhancements compared to CRM 1 customer-centered view quick search customer report categories device reports immediate forwarding of reports customer notes advanced entry of competitors customer prices weekly reports advanced submission of documents and data Jens Scharnow 07.07.2011