1. Upgrade Instructions
The Aeai CRM upgrade content is mainly aimed at the number of smooth joint launch AEAI ECP Enterprise Cloud-linked platform, which extends the AEAI CRM modules, while adding mobile portal features and providing data service interface for AEAI ECP.
In addition, AEAI CRM corrects related bugs according to customer feedback in the actual application process, while perfecting some functions and optimizing the user experience. Product media has now been uploaded to the network disk: Http://pan.baidu.com/s/1mgIdzGc
2. Upgrade Content
1) Expand the module to increase the mobile portal mechanism;
2) Lead and Opportunity Merge, opportunity Add level: weak, medium, strong, clues default to weak business opportunities, to simplify the management process.
1) Like fuzzy query injection control;
1) The Potential Customers list page only gets the page data of the currently selected tab tab;
2) unified button icon;
3) The order provides the copy function;
4) Customer Add Level: Focus, general, non-priority;
5) Customer Add Status: Preliminary communication, determination of intention, business negotiations, signing transactions, stagnation loss;
6) Add Autherhandler definition in standard SQL collation and encoding table for security control;
3. Upgrade Steps
- Redeploy the new AEAI CRM system;
- Data table corresponding adjustments see upgrade content corresponding adjustments.
Aeai crm_v1.5.2 Upgrade instructions, open source CRM system