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最好的基于Java的开源CRM系统.pdf
1. System Introduction
2. Grass CRM System Function
2.1 Common UI
2.1.1 List Page
2.1.2 Add/Edit Page
2.2 Account
2.3 Contact
2.4 Opportunity
2.5 Lead
2.6 Campaign
2.7 Case
2.8 Call
2.9 Meeting
2.10 Task
2.11 Document
2.12 Target
2.13 Target List
3. Mobile Grass CRM System Function
3.1 Login Page
3.2 Home Page
3.3 Menu Page
3.4 List Page
3.5 Detail Page
3. Configuration
Grass CRM Help Document
Grass CRM
Help Document
Version 2.1
Grass CRM Help Document
Version History
Version Date
1
1.1
1.2
3/3/2013
3/9/2013
3/19/2013
1.3
1.4
1.5
1.6
03/31/2013
04/26/2013
05/03/2013
05/14/2013
Author
Sam
Sam
Sam
Sam
Sam
Sam
Sam
1.7
05/26/2013
Sam
1.8
1.9
1.10
1.11
2.0
06/15/2013
06/29/2013
07/07/2013
08/17/2013
09/01/2013
Sam
Sam
Sam
Sam
Sam
2.1
01/01/2014
Sam
Description
Initial version
Refine Dropdown Option
(1)Refine Upload page
(2)Add “Send Invitation” function for
Call and Meeting
(1)Refine relate page
(2) Add Iframe to fix menu flicker issue
Add Grass CRM mobile version
(1)Support campaign email function
(2)Fix some bugs.
(1)Support email template
(2)Add campaign&meeting&call send
invitation page
(3) Add related record for Mobile
Grass page
(1)Support email template mail
attachment
(2)Add google map support for meeting
location in mobile grass project
(3) Add email template support for
meeting/call invitation mail
(1)Fix lead convert error
(2)Add Change Log function
(1)Add Account Report function
(1)Add other reports
(2)Add forget password and change
password function
(1)Add Calendar
(2)Add relationship count indicator
(3)Has refined the transaction code.
(1)Add more fields to Account and
Contact
(2)Fix some bugs
2
Grass CRM Help Document
目 录
1. System Introduction..........................................................................................................................4
2. Grass CRM System Function...........................................................................................................4
2.1 Common UI...............................................................................................................................4
2.1.1 List Page.............................................................................................................................................................4
2.1.2 Add/Edit Page.....................................................................................................................................................4
2.2 Account......................................................................................................................................5
2.3 Contact.......................................................................................................................................6
2.4 Opportunity................................................................................................................................7
2.5 Lead...........................................................................................................................................8
2.6 Campaign...................................................................................................................................9
2.7 Case............................................................................................................................................9
2.8 Call...........................................................................................................................................10
2.9 Meeting....................................................................................................................................10
2.10 Task........................................................................................................................................10
2.11 Document...............................................................................................................................11
2.12 Target......................................................................................................................................11
2.13 Target List..............................................................................................................................12
3. Mobile Grass CRM System Function.............................................................................................13
3.1 Login Page...............................................................................................................................13
3.2 Home Page...............................................................................................................................14
3.3 Menu Page...............................................................................................................................15
3.4 List Page..................................................................................................................................16
3.5 Detail Page...............................................................................................................................17
3. Configuration..................................................................................................................................18
3
Grass CRM Help Document
1. System Introduction
Grass CRM system is an open source Java system, its target is to provide the best open
source CRM system to all end user, and it’s open for all developers who are willing to add or
enhance this system.
2. Grass CRM System Function
2.1 Common UI
2.1.1 List Page
2-1-1 List Page
The above is the common list page UI:
(1)Actions menu:
Create Button: when click this button, will open create page to create a new record.
Delete Button: delete the selected records in the datagrid.
Import Button: import the records from csv.
Export Button: export the selected records as csv file.
Mass Update Button: mass update the selected records.
Copy Button: copy the selected records in the datagrid
(2)Data Grid
Search Toolbar: filter the records in the datagrid.
Datagrid: list the filtered records.
There are four icons:
Toggle Search Toolbar: toggle the search toolbar.
Advanced Search: open the advanced search dialog.
Clear Search: clear the filter condition and reset datagrid.
Reorder Columns: can hide/unhide the columns in the datagrid.
2.1.2 Add/Edit Page
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Grass CRM Help Document
2-1-2 Add/Edit Page
(1)Actions menu:
Save Button: save the change and stay at the current page.
Save and Close Button: save the change and return back to List page.
Cancel Button: cancel the change and return back to List page.
(2)Information zone:
Name: record name
Overview tab: the main information of the record.
Detail tab: include the description and system information
Relation tab: include the relation information.
2.2 Account
Accounts are the placeholders for customers, prospects, suppliers, partners.
Fields Description:
Name: Account name
Owner: the user who owns the record. This field is used by the Access Control System to
control access to records based on their ownership.
Basic Information Section: basic information
Account Level: account level of the account:
Currency: the currenty unit of capital and annual revenue.
Capital: capital of this account.
Annual Revenue: annual revenue of the account.
Company Size: company size of the account.
Account Type: account type of this account.
Industry: the industrial sector to which the account belongs.
Contact Section: contact information
Email: email address of the account:
Office Phone: the office phone number.
Website: the URL for the account’s website.
Fax: the fax number for the account.
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Grass CRM Help Document
Billing Address Section: billing address
Shipping Address Section: shipping address.
Copy Billing Address: copy the Billing Address to the Shipping Address section.
Company Information Section:
Account Nature: account nature of this account.
Legal Representative: legal Representative of the account.
Business Scope: business Scope of this account.
Date of Establishment: the establishment date of this account.
Business Status Section:
Credit Status: credit Status of this account.
Reputation: reputation of the account.
Market Position: market Position of this account.
Development Potential: the development Potential of this account.
Operational Characteristics: operational Characteristics of this account.
Operational Direction: operational Direction of this account.
Other Information Section:
SIC Code: the Standard Industrial Classification code that indicates the account’s type
of business.
Ticker Symbol: the stock ticker symbol of the account.
Manager: the manager of the account.
Assigned to: the individual you want to assign to the account
2.3 Contact
Contact is any individual who is a valid sales lead; a lead that has been evaluated and
assessed for a possible sales opportunity.
Fields Description:
Salutation: contact’s salutation
First Name: contact’s first name
Last Name: contact’s last name.
Title: contact’s business title
Department: the department that this contact belongs to
Account: the account associated with the contact
Owner: the user who owns the record. This field is used by the Access Control System to
control access to records based on their ownership.
Contact Section:
Email: email address of the contact
Office Phone: the contact’s office phone number.
Web Site: web site of the contact
Fax: the contact’s fax number.
Mobile: the contact’s mobile phone number.
Skype ID: skype ID.
Primary Address Section: primary address
Other Address Section: other address.
Copy Mailing Address: copy the Primary Address to the Other Address section.
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Grass CRM Help Document
Person Information Section:
Picture: the picture of the contact.
Origo: the origo of the contact.
Height(cm): the height of the contact.
Weight(kg): the weight of the contact.
Relationship: the relationship of the contact.
Character: the character of the contact.
Interest: the interest of the contact.
Taboo: the taboo of the contact.
Religious: the religious of the contact.
Habit: the habit of the contact.
Diet: the diet of the contact.
Other Information Section:
Department: the department that the contact belongs to.
Reports To: the contact’s supervisor
Lead Source: the source that generated the lead
Campaign: the campaign that associates with the contact.
Do Not Call: the flag to add the contact to the Do Not Call list. To ensure that the contact is not
targeted during campaigns.
Assigned to: the individual who is responsible for communicating with this contact.
2.4 Opportunity
Opportunity signals the kickoff of your company’s sales process with a potential or existing
client. specifies the estimated amount of a sales deal and is tied to a sales stage.
Fields Description:
Name: opportunity name
Account: the account associated with the opportunity
Owner: the user who owns the record. This field is used by the Access Control System to
control access to records based on their ownership.
Currency: currency used for this opportunity
Expected Close Date: the expected or estimated close date for this particular opportunity.
Opportunity Amount: Enter the estimated amount of the sale.
Type: opportunity type
Sales Stage. the current status of this opportunity. The following is the available stages:
Prospecting. This is the first stage in the sales process and indicates that the
opportunity with this prospect is new and needs to be qualified by a sales
representative.
Qualification. The sales representative is currently interacting with the prospect to
determine if a sales opportunity exists.
Needs Analysis. The sales representative uncovers the prospect's business problems
(having determined that the prospect is interested in the products or services).
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Grass CRM Help Document
Value Proposition. The sales representative maps the company's products and/or
services to the prospect's business problems and describes the value of the solution
(having uncovered the prospect's business problems).
Id. Decision Makers. The sales representative identifies the decision makers
necessary to close this opportunity (having determined that there is a match between
the prospect's business problems and the company's products and/or services).
Perception Analysis. The sales representative analyzes the prospect's perceived
value of the company's solution to prepare the appropriate combination of products and
services for a sales quote.
Proposal/Price Quote. The sales representative delivers the proposal or price quote to
the prospect.
Negotiation/Review. The sales representative reviews and negotiates the proposal
with the prospect.
Closed Won. The sales representative has won this opportunity and the company can
now bill the customer.
Closed Lost. The sales representative has lost this opportunity.
Lead Source: the lead source
Probability (%): probability of this opportunity.
Campaign: the campaign that this opportunity is related to .
Next Step: the next step in closing a sale.
Assigned to: the individual you want to assign to the record.
2.5 Lead
Leads are early contacts in the sales process. Leads should be qualified as a potential
customer before they are “promoted” to a Contact and/or Opportunity.
Fields Description:
Salutation: lead’s salutation.
First Name: lead’s first name
Last Name: lead’s last name.
Company: the company that this lead belongs to
Title: lead’s business title
Owner: the user who owns the record. This field is used by the Access Control System to
control access to records based on their ownership.
Contact Section:
Email: email address of the lead
Office Phone: the lead’s office phone number.
Fax: the lead’s fax number.
Mobile: the lead’s mobile phone number.
Primary Address Section: primary address
8
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