Visit Notes is intended for conducting the list of clients of the modern company. It allows to register time of arrival and leaving, requisites of the client, a photo of the client and the purpose of visit. Registration of client groups and the employee responsible for given visit is also possible.

Visit Notes 1.0 can be used as the elementary CRM in departments of sales and public relation, and as visits magazine by a protection service on security check gates.

Visit Notes Structure

Visit Notes contains three basic modules:

The List of clients;
The List of employees;
The List of visits.

The List of clients

The List of clients is intended for conducting records about each client who visited the company or has shown interest to production of the company. For each visit the client or the group of clients gets out of the list of clients. It allows to reduce labour of the operator input in case of frequentness visits of the same clients to the company . The client card contains its name, a surname, whether is it the desirable or undesirable client, its photo, and as additional data. Each client can act in a role of the leader of group of clients. Then the card of the client-leader joins those clients who are included into group.

The List of employees

The List of employees is intended for conducting records about employees of the company who bear the responsibility for work with clients. For each visit the responsible can be chosen. The employee responsible for visit, is appointed from the list of employees of the company. The employee card contains information about first and last name of the employee, its photo, and as additional data.

The List of visits

The List of visits is intended for conducting records about concrete visits the company by clients. Each visit is put into the list of visits in the form of a visit card. The visit card includes the client responsible for visit, time of arrival and leaving of the client, whether has been given up in visit, brief data on visit and a photo of the client during visit.

The User Interface

The Main window of the program consists from four basic areas.

The Menu

The Toolbar Panel

Working area

The Statusbar.

Working area

The Working area borrows the basic area of the main window of the program. Appearance and purpose of working area depends on with what list work is conducted. The user operates work of the program with use of the menu and the panel of tools.

The Menu and the tools panel

The Menu and the panel of tools in many respects duplicate functionality each other. Following groups of buttons are allocated for panels of tools.

The Mode of working area

Commands

Filters

The Sorting Direction

The Mode of working area

The Mode of working area chooses the list and its appearance. Probably four modes of viewing:

Viewing the list of visits

Viewing cards of visits

Viewing the list of clients

Viewing the list of employees

Viewing the list of visits

In a mode of viewing the list of visits in working area of the program the table in which lines are the information on each visit, to the satisfying filter is displayed. In columns the following information contains: a first and last client name of the client, visit description, enter time, leave time, first and last employee name, operator name.

To limit number of the visits displayed in this table it is possible by means of filters.

Viewing of visit cards

In a mode of viewing of visit cards in working area of the program the list consisting of cards of visits is displayed. In a card there is an information on visit. On it the surname of the client contains, first and last name of client, visit description, enter and leave time, operator name. To limit number of cards displayed in working area it is possible by means of filters.

Viewing the list of clients

In a mode of viewing of the list of clients the working area of the program is divided on a vertical on two parts. In the left part there is a table with the list of clients. In a line of the table there is an information on the concrete client. The operator can choose from the list of one of clients. In the right part there is a card with the detailed information on the chosen client.

Viewing the list of employees

In a mode of viewing of the list of employees the working area of the program is divided on a vertical on two parts. In the left part there is a table with the list of employees. The operator can choose from the list of one of employees. In this case in the right part the card with the detailed information on the chosen employee will be displayed.

Commands

The Group of buttons of commands of the panel of tools is used for performance of following actions:

To refresh

To create

The Master of creation of visit

To edit

To remove

Commands "To create, "edit And "remove" act on records active at present the list. If at present the operator works with the list of visits it can create, edit or remove a visit card. If work is conducted in a mode of the list of clients probably to create new or to remove the existing client.

Creation of visit

Creation of new visit is possible in modes of display of the table of visits or cards of visits by pressing button " Create ". After pressing this button the card of new visit opens. The operator fills fields of the client, the responsible, a brief information on visit, dates and time of arrival and leaving, if necessary establishes the status of refusal in visit and loads a photo of the client.

The Choice or creation of the client

The Choice existing or creation of the new client is carried out from the dropping out list of clients.

In case the card of the client still is not present in base probably creation of the new client, pressing the button "new". If necessary to change data on already existing client probably to cause a window editing of the client by a choice of item of the menu "to change" from the contextual menu.

The Choice or creation of the employee

The Choice existing or creation of the new employee is carried out from the dropping out list of employees. In case the card of the employee still is not present in base probably creation of the new employee, pressing the button "new". If necessary to change data on already existing employee, it is necessary to cause a window of editing of the employee by a choice of item of the menu "to change" from the contextual menu.

Creation of the client

Creation of the client is made with use of a card of the client. This card consists of several sheets. On the first leaf it is necessary to set a name, a surname, the description of the client and to establish its status "desirable" or "undesirable".

On the second leaf it is possible to load a photo of the client.

On the third leaf there is a list of the clients entering into group by which leader the current client is.

For addition of the new client in group it is necessary to press the button "to change and take advantage of a window of change of group.

Creation of the employee

Creation of the client is made with use of a card of the employee. In a card of the responsible it is necessary to set a name, a surname and the description.

Change of visit

Change of visit is made through a visit card. To open existing visits for change it is possible in the next ways:

To choose visit in the table of visits and to press the button "to change" panels of tools.
To press the button "to change" in the list of cards of visits.

Change of the client.

Change of the client is made through a card of the client. To open the existing client for change it is possible in the next ways:

To pass in a mode of the list of clients, to choose in the list of the demanded client and to edit its requisites in a card.
To choose a command to change from the contextual menu in the dropping out list of clients.

Change of the employee

Change of the employee is made through a card of the employee. To open the existing employee for change it is possible in the next ways:

To pass in a mode of the list of employees, to choose in the list of the demanded employee and to edit its requisites in a card.
To choose a command to change from the contextual menu in the dropping out list of employees.

Removal of visit

Removal of visit is made from a mode of viewing of the list of visits by pressing the button "to remove" panels of tools or a choice of a command "to remove" from the contextual menu, or pressing of the button "to remove" in a visit card.

Removal of the client

Removal of the client is made from a mode of viewing of the list of clients by pressing the button "to remove" panels of tools or a choice of a command "to remove" from the contextual menu.

Removal of the employee

Removal of the employee is made from a mode of viewing of the list of employees by pressing the button "to remove" panels of tools or a choice of a command "to remove" from the contextual menu.

The Master of visit creation

The Master is used for step-by-step creation of visit. On a first step the choice or creation of the client is made, on the second step the choice or creation of the employee is made, on the third step filling the additional information on visit is made and on last step loading of a photo of the client is made.

Filters

The Filter by date of allows to look through visits only for the chosen date.

The Filter on the client allows to look through visits only the chosen client.

The Filter on the employee allows to look through visits for which bears the responsibility the chosen employee.

The Sorting Direction

The Direction of sorting changes by means of a clique a mousy on heading to a sorted column in the list or by a clique a mousy by corresponding button of sorting in the panel of tools.

Adjustments

Registration

Registration of the program is spent by its activation on the given copy of operational system.

Carry of a copy of the program on other operational system, or reinstallation of operational system entails necessity of repeated activation.

Not Activated program completely keeps all functionality, however periodically reminds of necessity of its registration.

About the program

Visit Notes 1.0 it is created with application of the Control system by network object-oriented knowledge base Cerebrum

Products Research Profile Events Forum Photos Partners: Media Plexus Inc.		Visit Notes 1.0 - Client relationship management solution. [Download free trial Visit Notes today!] Updated 2006-10-03 Visit Notes Purposes Visit Notes Structure The List of clients The List of employees The List of visits The Interface of the user Working area The Menu and the panel of tools The Mode of working area Viewing the list of visits Viewing of visit cards Viewing the list of clients Viewing the list of employees Commands Creation of visit The Choice or creation of the client The Choice or creation of the employee Creation of the client Creation of the employee Change of visit Change of the client. Change of the employee Removal of visit Removal of the client Removal of the employee The Master of creation of visit Filters The Direction of sorting Adjustments Registration About the program Visit Notes Purposes. Visit Notes is intended for conducting the list of clients of the modern company. It allows to register time of arrival and leaving, requisites of the client, a photo of the client and the purpose of visit. Registration of client groups and the employee responsible for given visit is also possible. Visit Notes 1.0 can be used as the elementary CRM in departments of sales and public relation, and as visits magazine by a protection service on security check gates. Visit Notes Structure Visit Notes contains three basic modules: The List of clients; The List of employees; The List of visits. The List of clients The List of clients is intended for conducting records about each client who visited the company or has shown interest to production of the company. For each visit the client or the group of clients gets out of the list of clients. It allows to reduce labour of the operator input in case of frequentness visits of the same clients to the company . The client card contains its name, a surname, whether is it the desirable or undesirable client, its photo, and as additional data. Each client can act in a role of the leader of group of clients. Then the card of the client-leader joins those clients who are included into group. The List of employees The List of employees is intended for conducting records about employees of the company who bear the responsibility for work with clients. For each visit the responsible can be chosen. The employee responsible for visit, is appointed from the list of employees of the company. The employee card contains information about first and last name of the employee, its photo, and as additional data. The List of visits The List of visits is intended for conducting records about concrete visits the company by clients. Each visit is put into the list of visits in the form of a visit card. The visit card includes the client responsible for visit, time of arrival and leaving of the client, whether has been given up in visit, brief data on visit and a photo of the client during visit. The User Interface The Main window of the program consists from four basic areas. The Menu The Toolbar Panel Working area The Statusbar. Working area The Working area borrows the basic area of the main window of the program. Appearance and purpose of working area depends on with what list work is conducted. The user operates work of the program with use of the menu and the panel of tools. The Menu and the tools panel The Menu and the panel of tools in many respects duplicate functionality each other. Following groups of buttons are allocated for panels of tools. The Mode of working area Commands Filters The Sorting Direction The Mode of working area The Mode of working area chooses the list and its appearance. Probably four modes of viewing: Viewing the list of visits Viewing cards of visits Viewing the list of clients Viewing the list of employees Viewing the list of visits In a mode of viewing the list of visits in working area of the program the table in which lines are the information on each visit, to the satisfying filter is displayed. In columns the following information contains: a first and last client name of the client, visit description, enter time, leave time, first and last employee name, operator name. To limit number of the visits displayed in this table it is possible by means of filters. Viewing of visit cards In a mode of viewing of visit cards in working area of the program the list consisting of cards of visits is displayed. In a card there is an information on visit. On it the surname of the client contains, first and last name of client, visit description, enter and leave time, operator name. To limit number of cards displayed in working area it is possible by means of filters. Viewing the list of clients In a mode of viewing of the list of clients the working area of the program is divided on a vertical on two parts. In the left part there is a table with the list of clients. In a line of the table there is an information on the concrete client. The operator can choose from the list of one of clients. In the right part there is a card with the detailed information on the chosen client. Viewing the list of employees In a mode of viewing of the list of employees the working area of the program is divided on a vertical on two parts. In the left part there is a table with the list of employees. The operator can choose from the list of one of employees. In this case in the right part the card with the detailed information on the chosen employee will be displayed. Commands The Group of buttons of commands of the panel of tools is used for performance of following actions: To refresh To create The Master of creation of visit To edit To remove Commands "To create, "edit And "remove" act on records active at present the list. If at present the operator works with the list of visits it can create, edit or remove a visit card. If work is conducted in a mode of the list of clients probably to create new or to remove the existing client. Creation of visit Creation of new visit is possible in modes of display of the table of visits or cards of visits by pressing button " Create ". After pressing this button the card of new visit opens. The operator fills fields of the client, the responsible, a brief information on visit, dates and time of arrival and leaving, if necessary establishes the status of refusal in visit and loads a photo of the client. The Choice or creation of the client The Choice existing or creation of the new client is carried out from the dropping out list of clients. In case the card of the client still is not present in base probably creation of the new client, pressing the button "new". If necessary to change data on already existing client probably to cause a window editing of the client by a choice of item of the menu "to change" from the contextual menu. The Choice or creation of the employee The Choice existing or creation of the new employee is carried out from the dropping out list of employees. In case the card of the employee still is not present in base probably creation of the new employee, pressing the button "new". If necessary to change data on already existing employee, it is necessary to cause a window of editing of the employee by a choice of item of the menu "to change" from the contextual menu. Creation of the client Creation of the client is made with use of a card of the client. This card consists of several sheets. On the first leaf it is necessary to set a name, a surname, the description of the client and to establish its status "desirable" or "undesirable". On the second leaf it is possible to load a photo of the client. On the third leaf there is a list of the clients entering into group by which leader the current client is. For addition of the new client in group it is necessary to press the button "to change and take advantage of a window of change of group. Creation of the employee Creation of the client is made with use of a card of the employee. In a card of the responsible it is necessary to set a name, a surname and the description. Change of visit Change of visit is made through a visit card. To open existing visits for change it is possible in the next ways: To choose visit in the table of visits and to press the button "to change" panels of tools. To press the button "to change" in the list of cards of visits. Change of the client. Change of the client is made through a card of the client. To open the existing client for change it is possible in the next ways: To pass in a mode of the list of clients, to choose in the list of the demanded client and to edit its requisites in a card. To choose a command to change from the contextual menu in the dropping out list of clients. Change of the employee Change of the employee is made through a card of the employee. To open the existing employee for change it is possible in the next ways: To pass in a mode of the list of employees, to choose in the list of the demanded employee and to edit its requisites in a card. To choose a command to change from the contextual menu in the dropping out list of employees. Removal of visit Removal of visit is made from a mode of viewing of the list of visits by pressing the button "to remove" panels of tools or a choice of a command "to remove" from the contextual menu, or pressing of the button "to remove" in a visit card. Removal of the client Removal of the client is made from a mode of viewing of the list of clients by pressing the button "to remove" panels of tools or a choice of a command "to remove" from the contextual menu. Removal of the employee Removal of the employee is made from a mode of viewing of the list of employees by pressing the button "to remove" panels of tools or a choice of a command "to remove" from the contextual menu. The Master of visit creation The Master is used for step-by-step creation of visit. On a first step the choice or creation of the client is made, on the second step the choice or creation of the employee is made, on the third step filling the additional information on visit is made and on last step loading of a photo of the client is made. Filters The Filter by date of allows to look through visits only for the chosen date. The Filter on the client allows to look through visits only the chosen client. The Filter on the employee allows to look through visits for which bears the responsibility the chosen employee. The Sorting Direction The Direction of sorting changes by means of a clique a mousy on heading to a sorted column in the list or by a clique a mousy by corresponding button of sorting in the panel of tools. Adjustments Registration Registration of the program is spent by its activation on the given copy of operational system. Carry of a copy of the program on other operational system, or reinstallation of operational system entails necessity of repeated activation. Not Activated program completely keeps all functionality, however periodically reminds of necessity of its registration. About the program Visit Notes 1.0 it is created with application of the Control system by network object-oriented knowledge base Cerebrum

		Copyright (C) 2000-2008 Dmitry Shuklin