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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].PNGGives access to the list of filters available for the present module

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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

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Notes about the displayed record

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Calendar events involving the displayed record

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Tasks involving the displayed record
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Access to the list of available relations in the displayed record

3.3 [4].PNG

modifica.pngAllows modification of the displayed record

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

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

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

 

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

 

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Campo per la selezione della data

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

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