CRM B2B application, simple customer (company) management
For clarification, in these Use Cases, B2B is an other application than B2C.
The "CRM B2C & B2B" will be a third, but not in this list because it contains no specificity on screen-page definition
The main difference between B2C is :
- company versus person,
- contact management with PartyAssociation
- ? customer organization management ?
Use Case Screen :
- find customer (a company (specific partyType)) with an add button
(which can be show or not depending on parameter or authorization)
- search field are on multiple entities with some part deploy or not
- role field which can appear or not, when not appear a fix value has been put as parameters.
- contact information field, phone, mail, town. These fields can be show or not by the user with a "deploy" button
- Company list with an add button
(which can be show or not depending on parameter or authorization)
- role field appear or not, when not appear a fix value has been put as parameters, so only company with this role appear
- add a Company, all main informations in the form
- role
- field from PartyGroup
- 1 postal address
- 2 phone number
- 2 identification number
- show a Company, all main informations in the screen with indicator for contact informations and identification when there are more data that what it's show.
- show a Company with sub-menu with options :
- contact informations
- Identifications
- role history
- change role : a direct action button
- edit a Company, only "Company" field
- a button bar to change role (ex: for a suspect, there are the 3 options), this use case is for having a action bar, in this business process case it's maybe not a need, but for more complex object like order or task, it's a classical need.
- List of all contact informations for a company, with an add button (which can be show or not depending on parameter or authorization) and purpose are show, (so, with purpose management).
- add a postal address (or just a purpose)
- add a mail
- add a phone number with purpose
- edit a postal address
- edit a mail
- edit a phone number
- List of all identification number for a company, with an add button (which can be show or not depending on parameter or authorization)
- add a identification number with choice of identification type
- edit a identification number with choice of identification type
- list of contact (person) associated to this company with an add button
(which can be show or not depending on parameter or authorization)
- a contact is a person with contact information
- list with only one line per contact
- list of block with contact details for each
- edit a contact or his contact information
Use Case Page :
Exactly the same as the CRMB2C
- create a new entry in CRM (role is choose during creation)
- search a "customer" (or suspect, prospect, ...)
- visualize a "customer"
- manage informations about a "customer"
- template page with a header (or sidebar or ...) to show on which "customer" we are, (for example to show all his quotes, or his orders, or ...)
- manage informations about a company on one page, and with access at this page directly by a field (auto-completion on id, first, last name). Depending of the theme, can be used for a one page "angularJs style".