Independent table

UID
Uname
1 Mohsin
2 Jigar
3 Devang
4 Tejas
5 Udipth
6 Govind
7 Srinivas
8 Shailesh
9 Mithun

Password
mohsin@finideas.com
jigar@finideas.com
devang@finideas.com
tejas@finideas.com
udipth@finideas.com
govind@finideas.com
srinivas@finideas.com
shailesh@finideas.com
mithun@finideas.com

Emails
mohsin123
jigar123
devang123
tejas123
udipth123
govind123
srinivas123
shailesh123
mithun123

PhNos
9377573349
9374586935

9376622570

Only admin can access only corporat

add
create default pass name@
delete
edit
import export via excel

emails are taken for the receiving sy

email id will not be used for sending
reason mails will be automated,

can access only corporate

reate default pass name@123

rt via excel

aken for the receiving system generated emails

not be used for sending emails
s will be automated,

Independent Table
Cmpid

COName
1 Millenium
2 AlphaOmega
3 Asiatic
4 SMC
5 Sharekhan
6 Genuine
7 GPSK
8 Tradebulls
9 BKShah

CoTag1
Client
NewLead
Client
Client
Client
Client
Client
Client
OldClient

CoAddress City
Mumbai
Somewhere
delhi
delhi
mumbai
ahmedabad
kolkata
ahmedabad
vadodra

State
Maharashtra
Somewhere
delhi
delhi
Maharashtra
Gujarat
westbengal
Gujarat
Gujarat

COEmails
compliance@Millenium.com
compliance@AlphaOmega.com
compliance@Asiatic.com
compliance@SMC.com
compliance@Sharekhan.com
compliance@Genuine.com
compliance@GPSK.com
compliance@Tradebulls.com
compliance@BKShah.com

COPhones

add
delete
edit
import export via excel

emails are taken for the receiving sy

email id will not be used for sending
coemails will be just for lookup and r

temp
1
2
3
4
5
6
7
8
9

rt via excel

aken for the receiving system generated messages

not be used for sending emails
l be just for lookup and refrence at stage1

Depends on CompanyName
CID
CompanyID Cname
1
3 Rakesh
2
8 Kiran
3
5 Amit
4
5 Jay
5
7 Piyush
6
7 Hemant
7
8 jitubhai
8
2 someone
9
3 ajay

CPhoneNos Cemails
78945613 rakseh@ttt.com

Temp
Genuine
Tradebulls
Sharekhan
Sharekhan
SMC
SMC
Tradebulls
AlphaOmega
BKShah

add
delete
edit
import export via excel

emails are taken for the receiving system generated messages

email id will not be used for sending emails
emails will be just for lookup and refrence at stage1

Independent
TID

Task
created
by
TaskType
AssignerI TaskType
1
5 Assigned
2
1 Self
3
1 Forwarded
4
1 Self
5
1 Self

forwhichcl
Task doer ient
UID
CID
1
2
1
2
9
2
9
2
1
3

ofentry
DateTime
5th may 2015
5th may 2015
5th may 2015
5th may 2015
6th May2015

Tag
New
New
New
New
Bug

filedescrip
tionversio
note
filelist
netc
Update
AttachmeAttachmen
InstallationInstall Volhedge
--Installationinstalled volhedge at his end
--Installationgive demo
--Installationgiven demo
--crash dump at whendn save marke\\shared\\snap.bmp
crash imag

if child
Start
task
Date/Sche
current
specify
duled
status
parent
Date
Status
ParentTaskID
Open(autom
0
NA
1
NA
2
NA
3
Open(autom
0
Note: assign task to directly give task
forward task is to forward my task to someone else

tid 1
tid2
tid3
tid4

Operations
1 Create new lead, add company name and client
do by
entry in client window/company window
2 Tell mohsin to install volhedge at new lead
do by
select assign task option, select client, select user to assign to, enter
system will add task in mohsin's list
3 Mohsin sees in task list, he calls client by looking up phone number for
Right click on task in mytask window and add followup installed volhe
4 As mohsin was busy he watned to assign mithun task of giving demo
Right click on task in mytask window and select forward task
5 mithun gives demo by calliong client
Right click on task in mytask window and add followup installed volhe
6 jigar adds crash dump

to someone else

t user to assign to, enter message

up phone number form software and adds entry as follows

d followup installed volhedge)
task of giving demo
ect forward task

d followup installed volhedge)

1 meet a new client

2 check his interests
3 course or software
course
close deal
goto E8

software
install
demo
feedback

close deal
licenced version exe
amc requirement
bug/requirement
development
testing
bug
goto L15

ok
release
goto J13

Reports possible
Self Reports
1 My pending tasks
open tasks
2 My closed tasks
3 my todays work
4 what was previous talk
5 where is his --file

Admin reports/dsearches possible

1 what is task open with him/her
2 what is status of task created /
3 in what time was this task completed
4 how many followups in this task
5 what is going on at client from so and so days
6 track task status
7 what was previous status at client ?
8 who are my clients
9 latest status of each task
10 employee wise tasks
11 task tracking -> asssignment-> forwarding
12 ultimate task completion
13 what is phone number, email etc of client ?
14 give me latest contracts security
15 givem me bug file of so and so client
16 give me latest contracts security
17 emails of auto reports (client wise employee wise)
18 get task wise list
19 get time wise list
20 client history

ex

what do I have to do today

what ever I have done
auto mail
what was previous talk with religare for volhedge ?

let me find out what mohsin has to do today

what happened to jainam test market ?
how much time did it take take to take enit approval at market hub
how many followups did it take till ventura bought fist
are millenium me aj kal kya chal raha hai ?
are who millenium ka demo hua ke nahi ?
are who genuine me kya kya implement karne ko bole the wo 3 mahine pehle
are sab clients ke pas kya chal raha hai
mohsin, jigar ke pas kya kam hai
kisne kisko forward kiya
task kaha khatam hua

show me open bugs of all clients

when was last followup up done, how many dasy before was talk done
full detial of all employee talks and worj with this client