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wmanager:core_setup_processes [2018/02/22 13:09] adharsh G |
wmanager:core_setup_processes [2018/02/23 08:57] (current) adharsh G |
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====Setup Processes==== | ====Setup Processes==== | ||
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+ | Processes in WManager is the most important feature in CRM section. Process is of 2 types **Automatic and Manual**. The difference between these 2 types is the way the process is created for a particular customer. The process can be created from the process section by a admin.We can see how a process is being created below. | ||
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+ | Each Process will contain multiple activities that will be directly associated to a operative of your organization. | ||
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+ | ====Adding a process==== | ||
+ | Adding a process will contain 4 tabs they are: | ||
+ | * General | ||
+ | * Form | ||
+ | * Status | ||
+ | * Other Variable | ||
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+ | ===General Tab=== | ||
+ | This tab you can provide the basic details about the process like Title, | ||
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+ | ===Form Tab=== | ||
+ | This tab you can select a form that you have added for this process and you have select which all role can create this process. | ||
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+ | ===Status Tab=== | ||
+ | This tab you can add the status for the process to find in which state the process is in during execution. On create you always get 3 default status **NEW,WIP and DONE**. | ||
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+ | ===Other Variables=== | ||
+ | With this tab you can any extra variables that are needed to be saved in **VARS** table. During the initial creation we usually get **RESULT, | ||
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