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 :

  1. company versus person,
  2. contact management with PartyAssociation
  3. ? customer organization management ?

Use Case Screen :

  1. 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
  2. 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
  3. add a Company, all main informations in the form
    • role
    • field from PartyGroup
    • 1 postal address
    • 2 phone number
    • 2 identification number
  4. 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.
  5. show a Company with sub-menu with options :
    • contact informations
    • Identifications
    • role history
    • change role : a direct action button
  6. edit a Company, only "Company" field
  7. 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.
  8. 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).
  9. add a postal address (or just a purpose)
  10. add a mail
  11. add a phone number with purpose
  12. edit a postal address
  13. edit a mail
  14. edit a phone number
  15. List of all identification number for a company, with an add button (which can be show or not depending on parameter or authorization)
  16. add a identification number with choice of identification type
  17. edit a identification number with choice of identification type
  18. 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
  19. edit a contact or his contact information

Use Case Page :

Exactly the same as the CRMB2C

  1. create a new entry in CRM (role is choose during creation)
  2. search a "customer" (or suspect, prospect, ...)
  3. visualize a "customer"
  4. manage informations about a "customer"
  5. 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 ...)
  6. 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".

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