Professional Documents
Culture Documents
UID
Uname
1 Mohsin
2 Jigar
3 Devang
4 Tejas
5 Udipth
6 Govind
7 Srinivas
8 Shailesh
9 Mithun
Password
mohsin@finideas.com
jigar@finideas.com
devang@finideas.com
tejas@finideas.com
udipth@finideas.com
govind@finideas.com
srinivas@finideas.com
shailesh@finideas.com
mithun@finideas.com
Emails
mohsin123
jigar123
devang123
tejas123
udipth123
govind123
srinivas123
shailesh123
mithun123
PhNos
9377573349
9374586935
9376622570
add
create default pass name@
delete
edit
import export via excel
rt via excel
Independent Table
Cmpid
COName
1 Millenium
2 AlphaOmega
3 Asiatic
4 SMC
5 Sharekhan
6 Genuine
7 GPSK
8 Tradebulls
9 BKShah
CoTag1
Client
NewLead
Client
Client
Client
Client
Client
Client
OldClient
CoAddress City
Mumbai
Somewhere
delhi
delhi
mumbai
ahmedabad
kolkata
ahmedabad
vadodra
State
Maharashtra
Somewhere
delhi
delhi
Maharashtra
Gujarat
westbengal
Gujarat
Gujarat
COEmails
compliance@Millenium.com
compliance@AlphaOmega.com
compliance@Asiatic.com
compliance@SMC.com
compliance@Sharekhan.com
compliance@Genuine.com
compliance@GPSK.com
compliance@Tradebulls.com
compliance@BKShah.com
COPhones
add
delete
edit
import export via excel
temp
1
2
3
4
5
6
7
8
9
rt via excel
Depends on CompanyName
CID
CompanyID Cname
1
3 Rakesh
2
8 Kiran
3
5 Amit
4
5 Jay
5
7 Piyush
6
7 Hemant
7
8 jitubhai
8
2 someone
9
3 ajay
CPhoneNos Cemails
78945613 rakseh@ttt.com
Temp
Genuine
Tradebulls
Sharekhan
Sharekhan
SMC
SMC
Tradebulls
AlphaOmega
BKShah
add
delete
edit
import export via excel
Independent
TID
Task
created
by
TaskType
AssignerI TaskType
1
5 Assigned
2
1 Self
3
1 Forwarded
4
1 Self
5
1 Self
forwhichcl
Task doer ient
UID
CID
1
2
1
2
9
2
9
2
1
3
ofentry
DateTime
5th may 2015
5th may 2015
5th may 2015
5th may 2015
6th May2015
Tag
New
New
New
New
Bug
filedescrip
tionversio
note
filelist
netc
Update
AttachmeAttachmen
InstallationInstall Volhedge
--Installationinstalled volhedge at his end
--Installationgive demo
--Installationgiven demo
--crash dump at whendn save marke\\shared\\snap.bmp
crash imag
if child
Start
task
Date/Sche
current
specify
duled
status
parent
Date
Status
ParentTaskID
Open(autom
0
NA
1
NA
2
NA
3
Open(autom
0
Note: assign task to directly give task
forward task is to forward my task to someone else
tid 1
tid2
tid3
tid4
Operations
1 Create new lead, add company name and client
do by
entry in client window/company window
2 Tell mohsin to install volhedge at new lead
do by
select assign task option, select client, select user to assign to, enter
system will add task in mohsin's list
3 Mohsin sees in task list, he calls client by looking up phone number for
Right click on task in mytask window and add followup installed volhe
4 As mohsin was busy he watned to assign mithun task of giving demo
Right click on task in mytask window and select forward task
5 mithun gives demo by calliong client
Right click on task in mytask window and add followup installed volhe
6 jigar adds crash dump
to someone else
software
install
demo
feedback
close deal
licenced version exe
amc requirement
bug/requirement
development
testing
bug
goto L15
ok
release
goto J13
Reports possible
Self Reports
1 My pending tasks
open tasks
2 My closed tasks
3 my todays work
4 what was previous talk
5 where is his --file
ex