CLIENT QUESTIONS FOR BPM FUNCTIONALITY

Hello, I'm a BPM developer seeking answers on behalf of a client on some features I'm not sure of their feasibility. They are as follows:

1. Access database tables directly through SQL     OR   CRM Data via an API

a.       E.g. We created a login report showing daily activity and also crystal reports for complicated reports

Ability to create reports through a GUI interface and have different levels of security

a.       Also, allow other 3rd party tools to be used like Crystal Reports

* Ability to add code to:

a.       Pre-populate fields based on certain values (e.g. the user’s territory, the user’s name, etc.)

b.       Set one field based on the value of another field (e.g, Task start è automatically set Task End to 0.5 hour from current time)

c.       Create new screens and grids

2. Cloud version – support the 3-2-1 backup rule (3 copies of data, two different media and one offsite) and keep 7 years of backup

Is it a named license ? What if that person is away from work?

Ability to do quotes?

3. a.       Need to customize for our environement

i.      Quotes needs to include all available specialties from our database

ii.      However, all of the line items for specialties need to roll up into one line item when creating the order

iii.      Exporting the order and importing into an Accounting system (e.g, SageERP). Any other recommendations?

4. Organizations, People, Communications è Tasks, Appointments, Emails

Two way sync – contacts, meetings

Filing of emails from Outlook into CRM

Done through Outlook Plugin for Office 2013 or Office 2016 (currently 32-bit but preferably 64-bit)

Ability to:

My CRM

a.       Calendar view:

 i.      Show current Calendar by day, week, month

 ii.      Show current tasks

 iii.      Selectable by ACTION, STATUS

List view:

 i.      Grid showing all tasks filtered by ACTION, STATUS, TYPE (tasks or appointments or  all), TERRITORY, DATE/TIME (with a start and end date)

Search ability by Company, People, Communication records

For all search and insert/edit screens and for grids:

a.       Change mandatory fields

b.       Add/remove fields from screen displays and grids

c.       Move fields around

d.       Add new fields to existing tables and then add to existing grids and screens

Add/Edit/Delete Communication Records

a.       Tasks: Action, Status, Subject, Details, Company, Person, Reference, Scheduling (start and end dates), Status, Follow-up (Ability to create follow-up tasks or appointments), Send Reminder messages, User

Thanks