Openia CRM - Fast Lookup

Openia s.r.l.
Attachments
editacts.jpg (25987 bytes)
fastlookup.png (36078 bytes)
insertact.png (15870 bytes)
weeklyacts.png (38472 bytes)

Openia CRM - Fast Lookup

The Fast Lookup tool allows you to view all your Business Partners and their related affairs with your current business.

Fast Lookup is available into the Openbravo Application, bu you could also view it as a standalone app through your mobile or tablet device, following the link in the wiki quickstart.

The Fast Lookup user interface is based on Enyojs, a Javascript open source framework that enables gui modularity either for web and mobile applications.

FastLookupImg

Fast Lookup Browsing

The search bar helps you find the Business Partner by name while the selector lets you filter between Customers and Suppliers.

By clicking on the chosen Business Partner you will be able to shift to 5 different categories that will show you the Business Partner-Category-related documents.

The 5 categories that you will be able to easily lookup to for each Partner are: Quotations, Invoices, Orders, Shipments, Activities and Opportunities.

Fast Lookup Activities Editing

From Openia CRM 1.0.27 release you will be able to insert and modify your activities from the Fast Lookup interface, selecting the associated lead, start of the activity and its subjec. You can also download the ics ICalendar file if you wish to import and share all your appointments into your own device calendar app or Google Calendar.

The activities are very easy to create edit and delete, here's a quick look in the pics below:

ActivitiesEdit

Click on the New button and a popup will show you the fields that you can fill out to insert your new Activity. Set the subject, date, hour of start, duration, lead and activity type and save.
From then on your activity will be editable either on the Fast Lookup tablet and mobile suitable interface and from the regular Openbravo Activities table view.

ActivitiesInsert

Fast Lookup Activities (From ver. 1.0.43)

You will be able to see all your activities organized on a weekly basis, starting from the actual day of the week your in.
You will be able to browse all your past and future activities by clicking on the '-7' and '+7' buttons.

ActivitiesViewNew


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