1. Application instructions
EuroCRM 2.0
Application instructions

2. Operating elements Main navigation screen
to change between program tabs
inactive if data is being edited
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3. Operating elements System menu available system functions
refers to the entire content
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4. Operating elements Location / Breadcrumb
- shows steps performed to navigate to current location
allows quick navigation back
inactive if data is being edited
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5. Operating elements List area (optional)
- access to saved data, depending on the situation (e.g. stored search parameters)
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6. Operating elements Content area can contain several tabs
can contain buttons to perform various actions
(e.g. adding a new element to a list)
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7. Operating elements Quick aid
shows brief information with respect to the current view
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8. 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
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9. 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
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10. Input assistance Automatic completion of text entries Jens Scharnow

11. 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
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12. 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
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13. Customers – Advanced search
allows to filter by individual customer fields
search for assigned records
(e.g. sales representative)
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14. Customers – “Overview” tab
shows an overview of main customer data
The editing mode can be started here (or in any other customer tab).
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15. Customers – “Customer data” tab
to edit main information on a customer
to assign sales representatives
to assign editor groups
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16. Customers – “Contact persons” tab
shows a list of all contact persons assigned to a customer (previously called “contacts”) - to edit a new contact person
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17. 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
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18. 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
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19. 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
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20. Customers – “Products” tab
shows which EUROIMMUN products the customer has purchased - user-related saving of frequently performed search queries
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21. Customers – “Customer data” tab
shows the prices charged to the customer for
individual products
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22. 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 .
Reports can be saved as drafts.
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23. Report search allows the search for reports using various criteria
frequently used search parameters can be saved
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24. Weekly reports provides an overview of the user‘s reports
incomplete reports can be edited
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25. 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
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26. Product catalog
list prices and product descriptions from the catalog can be viewed
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27. 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
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