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2.1 Instrument Bar and Icons

The instrument bar on every page of the App has the following icons.

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Starting from the left:

  • Homepage: to go to the initial page of the App.
  • Processes: to display processes underway requiring the attention of the user.
  • Conversations: to open the module of the same name and reply to users as required (a notification indicates the number of unread conversations).
  • Messages: to open the messages module and read your e-mail (the number of unread messages is indicated).
  • Others: to return to the page listing all modules.

Each module also includes a search field and the + button to add a new record in the current module.

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Entering a module you might see the following icons at the top alongside the logo (starting from the left):

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    Settings: for accessing the settings for connecting the App to the Cloud or On Site CRM.

    Exit: to logout from the Wilson for vtenext mobile App.

    In the list display mode, or when viewing the list of records within a module, there are other icons to help navigate and use the App:

    2.1 [3].PNG Gives access to the list of filters available for the present module

    image-1657181257020.png

    Allows creation of a new record within the module

    Inside each card (Company, Contact, Lead, etc.) there is a series of icons that enable different actions:

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    Conversations regarding the displayed record

    image-1655715742070.png

    Notes about the displayed record

    image-1655715757376.png

    Calendar events involving the displayed record

    image-1655715776765.png

    Tasks involving the displayed record 2.1 [5].PNG

    Access to the list of available relations in the displayed record

    3.3 [4].PNG

    modifica.png Allows modification of the displayed record

    All’interno della scheda, vi sono una serie di campi, che di seguito analizzeremo:

    image-1655716457008.png  image-1655716570154.png

    Campo “Assegnato a”: possiamo scegliere/visualizzare l’assegnatario dell’entità, ovvero l’Utente o il Gruppo crm proprietario

    image-1655716889406.png

    Campo di tipo testo: permette di inserire un nome, un numero, un’informazione, ecc.

     

    image-1655716409594.png

    Campo picklist (menù a tendina): permette di scegliere un solo valore tra quelli disponibili dalla lista

     

    image-1655717011160.png

    Campo per la selezione della data

    image-1655716818292.png

    Campo di tipo Text Area (area di testo): permette di fare, ad esempio, una descrizione con un testo molto lungo

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