crm Module Manual

Coverage

Routes

65

Forms

227

Fields

5981

Tables

708

Routes

Observed Actions

• All
• April
• Booking
• Cancel
• Carregar imagem
• Change
• Checklist
• Close
• Configuration
• Confirm
• Create gift cards
• Delete
• Details
• Direct searchCtrl K
• Duplicate
• Edit
• Example
• Filter by
• Filters
• Find on the map
• Give knowledge
• Hide/Show
• ICAL
• Inserir
• June
• Language
• Last month
• Last year
• ListaTemplates_editENBtn
• ListaTemplates_editESBtn
• ListaTemplates_editPTBtn
• Load camera
• Manually
• Mark all as seen
• More
• My
• New
• New ABC Classification
• New Area
• New Business Opportunity
• New Campaign
• New Car
• New Category
• New Communication
• New Customer
• New Note
• New Stage
• New Team
• New appointment
• New entity
• New lead
• New step
• New task
• New template
• Next
• Next month
• Next year
• Operations
• Our Facilities
• Previous
• Restart
• Save
• Search
• See all Messages
• See all Tasks
• See all documents
• Send
• Send SMS
• Snapshot
• Syncronizing Groups
• Syncronizing Users
• Today
• Undo
• Upload file
• View
• Welcome Demo
• With selected (0)
• acrd_btn
• add group
• addTag
• btn-scroll-up
• cboxNext
• cboxPrevious
• cboxSlideshow
• d41d8cd98f00b204e9800998ecf8427e
• filter by
• qr_scanner_btn_HEAD
• searchIDMarca
• sidebarToggle
• verEvento_Local_google
• verEvento_rac_reserva_id_link

Observed Fields

• % Execution
• 10 25 50 100 250 500 1,000 2,000
• 1025501002505001,0002,000
• Accomplished
• Active
• Add TAG
• Aditional Description
• Admin Team
• All
• All Day Event
• Amount credited
• Area
• Assets
• Associated opportunities
• Author
• Business Opportunity
• Bussiness Area
• Camera
• Campaign
• Category
• Cd.Campanha
• Cd.Fase C. V.
• Chat Active
• Checklist
• Closing type
• CodCategoriaEv
• CodFaseCV
• Code
• Collaborator
• Color
• Colors
• Commercial
• Confirmed
• Creation Date
• Customer
• Data Record
• Data Reg
• Data Reg.
• Delivery Time
• Description
• Designation
• Document Type
• E-Mail
• Email
• Employee responsible
• End Date
• End Date Opportunity Phase
• End Date/Time
• End Date/Time:
• End time
• Endereço
• English
• Entity
• Entity Name
• Entity Report altered state
• Entity Type
• EstadoMarca
• EstadoMarca_c
• Estim. Delivery Date
• Estimated End Date
• Estimated time
• Exclude vacations
• File
• Fixed value
• From
• Goals
• Hours
• Hours per day
• Hours/Days/Months
• Icon
• Inactive
• Initial Date
• Initial Date/Time
• Initial Date/Time:
• Initial Time
• Largue os ficheiros aqui ou clique para escolher
• Local
• Local:
• Location
• Lost
• Method of Sending
• Mobile Phone
• Month
• Months
• My
• Name
• Not active
• Note
• Notes
• Notify Entity state change of Origin
• Notify Seller altered state
• Notify the alteration Senior State
• Number
• Number of vouchers
• Observations
• Opened
• Oper. Reg.
• Oport. Bargain
• Opportunity End Date Business
• Order
• Owner
• Phase C. V.:
• Phone
• Phone 1
• Pipeline step
• Portuguese (Portugal)
• Prefix
• Prioridade
• Priority
• Probability Sale
• Procurar
• Prospect
• Public
• Purchase document
• Read QR Code
• Receipt date (vehicle)
• Reception Time
• Records
• Registered By
• Registration
• Remote Image URL
• Resumo Destinatários
• Search
• Search...
• Seller
• Sent
• Source
• Spanish
• Start date
• Status
• Step
• Subject
• Synchronized
• Task Type
• Team ID
• Team Leader
• Teams
• Technical
• Template
• Text
• Third Part Name
• This phase closes the business opportunity
• Time Ending Prev.
• TipoContEv
• Type
• Users
• VAT Number
• Value
• Value Estimate
• Won
• Working Days
• Year
• Zip Code
• Zone
• abc_colaboradores
• codcontacto
• color2
• colour
• crm_abc_dayscalc
• crm_abc_every
• crm_abc_lastmonths
• departamento
• empregado_crm
• hour
• inactives
• minute
• new_description
• novoattachment_zoom
• obj_venda_mes_10_-10"
• obj_venda_mes_11_-10
• obj_venda_mes_12_-10
• obj_venda_mes_1_-1
• obj_venda_mes_1_-10
• obj_venda_mes_2_-1
• obj_venda_mes_2_-10
• obj_venda_mes_3_-1
• obj_venda_mes_3_-10
• obj_venda_mes_4_-10
• obj_venda_mes_5_-10

Observed Tables

• 08:00 | 09:00 | 10:00 | 11:00 | 12:00 | 13:00 | 14:00 | 15:00 | 16:00 | 17:00 | 18:00
• 0m | 00h 00m
• 1800m | 30h 00m
• 2020 | Today
• 2020-2029 | Today
• 2021 | Today
• 2022 | Today
• 2023 | Today
• 2024 | Today
• 2025 | Today
• 2026 | Today
• 65m | 01h 05m
• 90m | 01h 30m
• April 2021 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• April 2022 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• April 2026 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• August 2021 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• August 2025 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• CD.CAMPANHA | DESCRIPTION | GOALS | START DATE | END DATE
• CODE | DESCRIPTION | CAMPAIGN | CREATION DATE | METHOD OF SENDING | SENT | RESUMO DESTINATÁRIOS | STATUS | All SMS EMAIL ALL | All Ready to Send Sent ALL
• CODE | DESCRIPTION | CAMPAIGN | CREATION DATE | METHOD OF SENDING | SENT | STATUS
• CODE | DESCRIPTION | COLOR
• CODE | DESCRIPTION | ICON | COLORS | ACTIVE
• CODE | DESCRIPTION | PIPELINE STEP | ESTIMATED TIME | ORDER
• CODE | DESCRIPTION | SOURCE | INITIAL DATE | VALUE ESTIMATE | THIRD PART NAME | PHONE | EMAIL | ZONE | COLLABORATOR | COMMERCIAL | STEP | OPPORTUNITY END DATE BUSINESS | END DATE OPPORTUNITY PHASE | BUSSINESS AREA | PROBABILITY SALE
• CODE | DESIGNATION
• CODE | DESIGNATION | ORDER
• CODE | FROM | TO
• CODE | NAME | CHAT ACTIVE | SYNCHRONIZED
• CODE | REGISTERED BY | OWNER | TASK TYPE | SUBJECT | ESTIMATED END DATE | ADITIONAL DESCRIPTION | ACCOMPLISHED | % EXECUTION | PRIORITY | All Accomplished Unrealized UNREALIZED | All Standard High Low ALL
• CODE | REGISTRATION | ENTITY | ENTITY TYPE | CATEGORY | SUBJECT | INITIAL DATE/TIME | END DATE/TIME | BUSINESS OPPORTUNITY | CAMPAIGN | CONFIRMED | STATUS | COMMERCIAL | All Yes No ALL
• Cd.Campanha | Description | Goals | Start date | End Date
• Code | Description | Campaign | Creation Date | Method of Sending | Sent | Resumo Destinatários | Status | AllSMSEMAILAll | AllReady to SendSentAll
• Code | Description | Campaign | Creation Date | Method of Sending | Sent | Status
• Code | Description | Campaign | Initial Date | Value Estimate | Third Part Name | Zone | Collaborator | Commercial | Step | Dead Line | Bussiness Area
• Code | Description | Color
• Code | Description | Icon | Colors | Active
• Code | Description | Pipeline step | Estimated time | Order
• Code | Description | Source | Initial Date | Value Estimate | Third Part Name | Phone | Email | Zone | Collaborator | Commercial | Step | Opportunity End Date Business | End Date Opportunity Phase | Bussiness Area | Probability Sale
• Code | Designation
• Code | Designation | Order
• Code | From | to
• Code | Name | Chat Active | Synchronized
• Code | Registered By | Owner | Task Type | Subject | Estimated End Date | Aditional Description | Accomplished | % Execution | Priority | AllAccomplishedUnrealizedUnrealized | AllStandardHighLowAll
• Code | Registration | Entity | Category | Subject | Initial Date/Time | End Date/Time | Business Opportunity | Campaign | Status | Collaborator
• Code | Registration | Entity | Entity Type | Category | Subject | Initial Date/Time | End Date/Time | Business Opportunity | Campaign | Confirmed | Status | Commercial | AllYesNoAll
• Collaborator | January | February | March | April | May | June | July | August | September | October | November | December | Total
• Commercial | January | February | March | April | May | June | July | August | September | October | November | December | Total
• DESCRIPTION | RECORDS | STATUS | CREATION DATE
• Data Reg. | Author | Subject | Description | Notify on sale | AllYesNoAll
• Data Reg. | Collaborator | Subject | Note
• December 2022 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• December 2024 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• December 2025 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• Description | Category | Date | File Name | Type | Size | Public
• Description | Records | Status | Creation Date
• February 2024 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• February 2025 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• Intervention | Extra designation | Time (minutes) | Time
• Intervention | Extra designation | Time (minutes) | Time | 0m | 00h 00m
• Intervention | Extra designation | Time (minutes) | Time | 1800m | 30h 00m
• Intervention | Extra designation | Time (minutes) | Time | 65m | 01h 05m
• Intervention | Extra designation | Time (minutes) | Time | 90m | 01h 30m
• JANUARY | FEBRUARY | MARCH | APRIL | MAY | JUNE | JULY | AUGUST | SEPTEMBER | OCTOBER | NOVEMBER | DECEMBER | TOTAL
• January | February | March | April | May | June | July | August | September | October | November | December | Total
• July 2023 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• July 2025 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• June 2021 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• June 2023 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• March 2021 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• March 2026 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• May 2022 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• May 2026 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• NAME | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31
• NAME | USERS | SYNCHRONIZED
• NUMBER | VALUE | AMOUNT CREDITED | STATUS | VALIDITY UNTIL | PURCHASE DOCUMENT | All Active Sold Used Canceled ALL
• Name | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28
• Name | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30
• Name | Mobile Phone | Email | Notifications | Notifications
• Name | Users | Synchronized
• November 2020 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• November 2025 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• Number | Value | Amount credited | Status | validity until | Purchase document | AllActiveSoldUsedCanceledAll
• October 2021 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• September 2021 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• September 2025 | Mo | Tu | We | Th | Fr | Sa | Su | Today
• Service | Description | Kms | Recomendations
• Source | Data Record | Author | Subject | Note
• Subject | Entity | Start | End | Opneg
• Série billing | January | February | March | April | May | June | July | August | September | October | November | December | Total
• TEAM ID | DESCRIPTION | OBSERVATIONS | ADMIN TEAM
• TEMPLATE | DESCRIPTION | PORTUGUESE (PORTUGAL) | SPANISH | ENGLISH
• Team ID | Description | Observations | Admin Team
• Template | Description | Portuguese (Portugal) | Spanish | English
• Type | Detailed description | Frequency | Day | Entity Type | Active | Last 30 days | Next 30 days
• Type | Entity | Notes
• Type | Name
• Type | Type | Name
• Warehouse | January | February | March | April | May | June | July | August | September | October | November | December | Total
• Zone | January | February | March | April | May | June | July | August | September | October | November | December | Total

Observed AJAX / API Families

• DT_ListaOportNeg
• DT_Select
• DT_SelectLeads
• DT_SelectMarcacoes
• DT_SelectOportNeg
• DT_Select_Automaticos
• DT_Select_Communications
• DT_Select_Fase
• DT_Select_MaracacoesNotas
• DT_load_relcont_entities
• POST/ajaxserver
• Sel2_Select
• Sel2_Select_arrays
• Sel2_Select_v2
• abc_customers
• cargarObjectivosVenda
• chat
• crm
• crm_tipotarefas
• dt_smstemplates
• dt_tarefas
• getAgendaEventos
• getEntidade
• oficinas
• verMarcacion