CRM Help Manual

CRM team can do many things in new homepage template.

CRM team member(s) can go to login screen to login

Login Screen

By replacing #/home with #/configLogin in URL, CRM team member(s) can go to CRM Login screen

1. Department user id: For which department CRM team member(s) want to change or configure things

2. Department password: Password to login in department configuration section

3. Go Button: If User Name and Password will be correct, CRM team member(s) will go to login or else error message will be displayed on the screen

After Login

After successful login, CRM team member(s) can see new options in navigation bar's more section

1. View Template: To see or change department's homepage template

2. View Theme: To see or change department's homepage theme

3. Configure Components: To see or change the components in department's home page

4. CRM Logout: CRM team member can logout by clicking this

View Template

Click on View Templates section in navigation bar, CRM member will be redirected to this screen

1. Template list Dropdown: On load selected template is displayed, On click of dropdown, list of homepage template will be displayed

   

   CRM team member can select any template for department

2. Selected Template View: CRM team member can see the selected template in this section, how it will look for the department.

3. Apply Template:

   • Click on this button, selected template will be applied for the department.

   • Success alert with "Updated Sucessfully! Please refresh the browser to reflect changes" message will be displayed

     

   • After refresh browser, selected template will get reflected for the department

View Theme

Click on View Theme section in navigation bar, CRM member will get redirected to this screen

1. Primary Colour: Selected Primary color for the department.

2. Secondary Colour: Selected Secondary color for the department.

3. Colour Pattern List: Configured colour patten list for the product.

4. Apply Theme: To apply theme in product

Change Theme

While selecting the check box near to all the theme colour pattern, CRM team member can change the department's homepage theme

• CRM team member can select maximum two color

  • First is for Primary Colour
  • Second is for Secondary Colour

• If CRM team member select third colour pattern, first one will automatically get unchecked

• If only one colour is selected, Primary and Secondary Colour will be the same

Apply Theme Button Click

• No colour pattern selected: Warring alert will display with the message 'Please select atleast one shade!'

  

• On success

  • Click on this button, selected theme colours will be applied for the department.

  • Success alert with "Updated Sucessfully! Please refresh the browser to reflect changes" message will be displayed

    

  • After refreshing browser, selected theme will reflect for the department

Configure Components

Click on Configure Components section in navigation bar, CRM member will get redirected to this screen

Right now there is only one component to be configured i.e. navigation bar direction

1. Component section: It contains component detail(s)

   • 1.1 >.: Component name, for now component is navbar
   • 1.2 >.: Component option 1, Horizontal Bar(Navigation Bar type 1)
   • 1.3 >.: Component option 2, Vertical Bar(Navigation Bar type 2)

• Default navigation bar for all departments is Horizontal Bar

• CRM member can change direction of the navbar while selecting Vertical Bar

2. Apply Settings:

• Click on this selected options will be applied for the department

• Success alert with "Updated Sucessfully! Please refresh the browser to reflect changes" message will be displayed

  

• After refresh browser, selected component will get reflected for the department