1 New application - Customer Management
1 Click “New Application”
to create a new application, and fill in basic information accordingly
2 A new application “CRM” will be created like below
3 Click the CRM application, to start create some modules and approval flow in system
4 Like we need a master table for customer information, so we should choose Module to create a module - “Customers”, and fill in basic information, choose blank, then you could design the customer fields
5 You will have an designer page to create customer basic information
On the left side, which are common used control
On top, there are list of operation for this module
On the right side, you could edit the form field properties
6 Based on requirement, create a customer information master table, include basic information and a repeat table for contact person
7 Preview the customer information directly (Web mode and Mobile mode)
8 Base on current customer information, create a customer list report, which is a summary report for all customers
9 Add some statistic here, like total customer, base on different status…
10 Data verification help to valid the data before submission
11 If you data need collect from external or public, you could use the share link to collect data from public
12 Preview your customer information module
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