Plexa,
I am glad you like epesi. First let me explain that the set of modules included in epesiBIM is very generic and does not cover all possible scenarios. This is where you want to have a custom module to perform tasks exactly the way you want. There are two ways to do it:
- write a module that modifies the existing one (for example Phone Calls)
- write a completely new module
In your post you focus on Phone Call module. This one is more like an electronic version of While You Were Out. The proper way to use it looks like this:
- someone calls your company
- a Customer Service Rep (employee) looks up a contact: opens Contacts and performs search within this module.
- If the calling person is not in the system it should be entered as new contact.
- If the contact already exists or new contact was created a user simply clicks on Action icon to record the phone call:
This opens a screen to record new Phone Call. Just enter a subject, description and select one of the phone numbers stored in the database:
In epesiBIM you need to click:
1. Open Contacts module (to search) - first click
2. If the contact exists you can record Phone Call clicking on New Phone Call icon from within Browse mode - second click
3. Fill in data in new Phone Call record and save - third click.
Well - you may need to click few more times on the form, but epesi support TAB navigation as well as CTRL+S to save the record, therefore you can basically save new Phone Call with only 2 mouse clicks.
You can also go directly to Phone Call module and start typing the name of a Company [C] or a Contact (Person) [P] and autocomplete will generate a select list of matching records.
If you want to record a Phone Call for a Company/Contact not existing in the database and do not want to create a new record use Other Customer field and just type the name.
Other Phone is the field used if you don't want to use one of the phone numbers stored in the database under a Contact - for example I may have Work Phone, Mobile Phone and Home Phone numbers already stored in my record, but may be calling from a different number - this is where you would use this field.
Please note that Phone Call module Customer field can have a Company OR Contact as a value.
RE your comments:
[quote:1ca4i9ti]My question was: is it possible to choose company data from existing companies list (and simply add if not exist)?
answer is: no[/quote:1ca4i9ti]
I think you don't understand how to use the system yet. Of course it is possible to choose from existing companies list (or contacts). The whole idea behind epesiBIM is to link records already existing in the database to avoid re-entering of the same data over and over.
[quote:1ca4i9ti]I spent another hour testing the system, now i understand but it seems to complicated way to add company, customer contact, then (dont know why ) again client in the texbox area, (its required so needed to type even blah blah)...[/quote:1ca4i9ti]
I am not sure what do you mean by complicated way to add company or customer - you open a form, fill in data and save it. As far as I know there is no other way to do it. If you have some other idea we are open for suggestions. Also - did you try our unique Click2Fill option?
[quote:1ca4i9ti]My quick suggestion is: Forget "customer and phone" as required fields in phone and other records when is required to select customer company from company list (this is better).[/quote:1ca4i9ti]
Well - as I stated before - this is a module to record Phone Calls and the only way to link it to a Company/Contact to pull the phone number and store this Phone Call record in the history is to link it, therefore this filed is required. One exception - if you don't want to store Company/Contact info permanently in the database you can use Other Customer field.
[quote:1ca4i9ti]I could help in tracking numbers of clicks, please note this way, less coding and faster system, by non-coding optimalisation Epesi can be faster 70% The way users use the system is equal to quality of programming. sometimes speed up can be done when ... doing nothing.[/quote:1ca4i9ti]
We welcome any suggestions especially when it comes to speed and code optimization. If you have an idea how to improve it please let us know. The application is open source and written in PHP (scripting language) - we will be grateful if you can identify areas where epesiBIM can be made faster and submit your changes.
