Figure 1.1. Application Structure

BorneoCRM is Borneosoft on demand Customer Relationship Management (CRM) software delivered over the web. It provides professionals who are dealing with customers with the tools that help them to work effectively and efficiently.

BorneoCRM consists of:

• Contact Management to manage customers' contacts and companies.
• Calendar Management to manage tasks and events, set up reminder, arrange meeting and send RSVP to participants.
• Product Management to store products information on offer to the customers.
• Sales Management to manage sales process by creating leads from contacts. Qualified leads are turned into opportunities that include events, tasks, contacts, documents, notes, and products that are associated with the opportunities. Quotations are generated automatically from the information that has been kept in the opportunities.
• Charts to analyze the customers profile and sales performance.
• Integrated email with Spam and virus checking.
• Blog that allows you to post your weblog about your product updates, feedback gathering or promotion.
• Administration that includes user and team creation and role assignment.

BorneoCRM applications can be accessed from standard browsers such as Microsoft Internet Explorer version 6 and above or Mozilla Firefox version 3 and above.

The structure of the applications is shown in Figure 1.1: Application Structure. You start using the applications by adding your contacts by entering them manually or by uploading the file that you export from other applications. At the same time, you enter the details of your meetings, events, and tasks into the application. You can ask the application to send RSVP to the participants of your meeting. The participants can reply by just clicking a link in the email to indicate whether they want to attend or not. You can then check who will be attending your meeting. You can also ask the application to send email reminder to you before the meeting. You can set how early and the frequency the reminder to be sent.

Figure 2.1. Front Page with Login Box

Figure 2.2. Logon Page

Figure 2.3. Main Page

Figure 2.4. Main Page Layout

Figure 2.5. Creating New Folder

Figure 2.6. Added Folders

Figure 2.7. Copying Folder

Figure 2.8. Copied Folders

Figure 2.9. Moving Folder

Figure 2.10. Moved Folders

Figure 2.9. Renaming Folder

Figure 2.10. Renamed Folders

Figure 2.13. Trashing Folder

Figure 2.14. Trashed Folders

Figure 2.15. Contacts

For common tasks involving items, we will use Contacts as illustration purpose, see Figure 2.15: Contacts.

Figure 2.16. Saving Contact

Figure 2.17. Saved Contact

Figure 2.18. Selecting Contact

1. Select the contact that you want to copy in the list by clicking the check-box at left most position of the list item (Figure 2.18: Selecting Contact).
2. Click 'Copy' button on the toolbar or click the menu: Edit, 'Copy Item...'. A dialog box will appear (Figure 2.19: Copying Contact).
3. Select the destination of the folder where you want the new copy to be put into (Figure 2.19: Copying Contact).
4. Click 'Paste'.
5. The new contact will be added to the list. If the new contact is not in the list, click the folder you selected in step 1 again to refresh the list. If the new contact is in another page, search the new item using, for example, the name (Figure 2.20: Copied Contact).

Figure 2.19. Copying Contact

Figure 2.20. Copied Contact

Figure 2.21. Selecting Contact to be moved

1. Select the contact that you want to move in the list by clicking the check-box at left most position of the list item (Figure 2.21: Selecting Contact to be moved).
2. Click 'Move' button on the toolbar or click the menu: Edit, 'Move Item...'. A dialog box will appear (Figure 2.22: Moving Contact).
3. Select the destination of the folder where you want the contact to be moved into (Figure 2.22: Moving Contact).
4. Click 'Paste'.
5. Click the destination folder, you will see the contact is moved to the destination folder (Figure 2.23: Moved Contact).

Figure 2.22. Moving Contact

Figure 2.23. Moved Contact

Figure 2.24. Selecting Contact to put into Trash folder

Figure 2.25. Contact put into Trash Folder

Figure 2.26. Restoring Contact from Trash folder

Figure 2.27. Restored Contact

Figure 2.28. Deleting Contact Permanently

Figure 2.29. Deleting Contact Alert

Figure 2.30. Selecting Folder to Delete All Item inside the Folder

1. Select the folder where you want all item and folders inside it will be deleted permanently (Figure 2.30: Selecting Folder to Delete All Item inside the Folder).

2. Click the menu: Edit, 'Delete All Item'. An alert will pop up to remind that the deletion cannot be restored (Figure 2.31: Alert to Remind that All Items will be Deleted Permanently).

3. Click 'OK'. All contacts under the selected folder are deleted permanently (Figure 2.32: All Items inside Selected Folder are Deleted Permanently).

Figure 2.31. Alert to Remind that All Items will be Deleted Permanently

Figure 2.32. All Items inside Selected Folder are Deleted Permanently

Figure 2.33. Emptying Trash Folder

Figure 2.34. Alert before Emptying Trash Folder

Figure 2.35. Sorting Contact Item List by Name in Descending Order

Figure 37. Sorting Contact Item List by Name in Ascending Order

Figure 2.37. Sorting using Menu

Figure 2.36. Paging the Item List

Figure 2.39. Searching Contact with Phrase Agustin

You can find the item efficiently by searching it. You can type any phrase into the search field and press 'Enter' or click the search button. For example, you can search your contact with the phrase Agustin. Any item that contains Agustin will be shown, see Figure 2.39: Searching Contact with Phrase Agustin. If you add another phrase, more result that matches the phrases will be shown. For example, when you enter phrases: Agustin Washington, all items that contains in any field Agustin or Washington will be shown, see Figure 2.40: Searching with More Phrases: Agustin Washington. However, if BOTH phrases MUST exist in any of the field, you need to start each phrase with plus sign, i.e., +Agustin +Linfeild, see Figure 2.41: Searching with BOTH phrases MUST exist in Any Field.

Figure 2.40. Searching with More Phrases: Agustin Washington

Figure 2.41. Searching with BOTH phrases MUST exist in Any Field

Figure 2.42. Searching with Specified Field Name

Figure 2.43. Available Search Field Names

Figure 2.44. Search Item that Contains Phrase 'Washington'

You can also filter your search result by clicking the Filter menu and select any of the available filter menu item. For example, if you search phrase: Washington, on the Contact you get 25 items (Figure 2.44: Search Item that Contains Phrase 'Washington'). Please take note, that although what is shown on the list may not contain the phrase 'Washington', but other field in the item detail may contain the phrase. If you further filter by clicking the menu: Filter, Importance, Most Important (Figure 2.45: Available Filters in the Filter Menu), it will only show items with 'Most Important' flag (Figure 2.46: Filtering Search Result).

Figure 2.45. Available Filters in the Filter Menu

Figure 2.46. Filtering Search Result

Figure 2.47. Removing the Filter

You can remove the filter by clicking the menu: Filter, 'Don't Filter' (Figure 2.47: Removing the Filter), it will show the previous search without filtering (Figure 2.44: Search Item that Contains Phrase 'Washington').

You can also show all items including those in the sub folders by clicking the menu: Filter, All. This filter does not affect the search result since the search also includes all items in the sub folders.

Figure 2.48. Marking Items

Figure 2.49. Marked Items

Figure 3.1. User Related Information on the Main Page

Figure 3.2. User Profile Page

Figure 3.3. Change My Password Menu

Figure 3.4. Change My Password