Book Image

Integrating CRM across your Organization for Business success

By : Andrew Blackmore
Book Image

Integrating CRM across your Organization for Business success

By: Andrew Blackmore

Overview of this book

Table of Contents (14 chapters)
Integrating CRM Across Your Organization for Business Success
Credits
About the Author
About the Reviewer
Preface

CRM UI changes


In our worked example, invoices are new entities and therefore they will appear in new screens. The navigation paradigm will be as follows:

The Navigation paradigm for invoices in CRM

The following screenshot show how this could look in a CRM integration:

A customer summary screen with unpaid invoice tab in a customized Sage CRM integration with Sage ERP 300. Clicking on the unpaid invoice tab brings the user to a list of invoices that have not yet been paid for the customer.

The preceding screenshot shows a customer summary screen with an unpaid invoices tab. Clicking on the unpaid invoices tab brings the user to a list of unpaid invoices for the customer.

Screenshot of a list of invoices for a customer in a customized Sage CRM integration with Sage ERP 300. Clicking on an invoice will bring the customer to the invoice details page.

Once the CRM user has navigated to the invoice list, they are shown a list of invoices for the customer.

The preceding screenshot shows a list of invoices...