Working with Companies/Customers in SigmaPro | Companies in SigmaPro are optional, they are not required if you plan on using SigmaPro for only Project or Help Desk management. An alternative use of the Companies/Customers features in SigmaPro is to use this feature to organize departments within your organization. For example, you could setup a company for Human Resources, Sales, Repairs, Manufacturing, etc. and in the contacts list of the company/department you would add the members of each department. Doing this will give you access to all Projects, Support, Files, Notes, Live Chat, etc that has been added in the past/future for each department. |  | The primary screen for Customers/Companies in SigmaPro is accessed from one of the following methods: -
From the module menu. Super Users, Administrators will see this option in the module menu. You can grant access to this menu option from the Settings module menu option in the Permissions section by checking either Full Access or Edit Customers for DotNetNuke Roles in your system. -
From the Full Menu in SigmaPro or any custom menu you create that contains the Customers link. | To create a new Company: -
Open the Company list -
Click Add Company link (See image on the right) -
Complete the form by entering the company name, web site and type. -
Click the Create New Customer link and close the Window.  |  You can group your Company listing by dragging the column header to the grouping pane as detailed in the image above. This is a great way to organize the listing by Customers and Vendors. You can also sort by clicking on the column header or filter the listing by typing your filter string into the filter text boxes below the column header as shown in the image above. | | To view or edit a companies details, click the Edit link in the row for the company you want to work with. The Company details screen allows you to enter additional information about this company, add contacts, add address, add sales, add notes and view projects, live chat and files related to the contacts listed for the company. If you change any of the primary information for the company, you need to click the Update link for the changes to be saved.  | | Adding Contacts: The contacts list for the Company is visible at the bottom of the Company Details screen. Contacts must be registered on your site in order for you to select them to be added to the company. The reason for this is because the users profile is a common link between all modules (SigmaPro, SigmaLive, NukeAlert, H2O, etc). Adding a new contact to the list will make all past and future information from SigmaLive and SigmaPro appear in the Projects, Files and Live Chat links at the top of the Companies profile page. The address information for the contact listed on this screen is take directly from DotNetNuke, so you only need to update the contacts profile in DotNetNuke to have the information changed in SigmaPro. -
Select the user from the list provided under the Add New Contacts label. -
Click Add Contact To remove a contact: Click the Remove link in the list of contacts for the Company.
 Adding/Editing Sales, Addresses and Notes: This information is entered by clicking on the Sales, Address or Notes links in the Company screen. All of these areas use the same procedures for modifying the data. (See the image to the right) - Click the link in the main Company details screen to open the current data
- To add a new record, click the Add New Record link at the top or bottom of the page
- To edit a record, click the pencil icon in the first column.
- To delete a record, click the Trash Bin icon in the last column.
 | Addresses and Notes can only be added to a company by manually adding this information. Sales information can also be added manually. If you are using the Catalook eCommerce module, you can also have sales information automatically added to the Company details in SigmaPro for you. To enable this feature, add the SigmaPro Catalook Sales Job to the DotNetNuke Scheduler. Details on this is below. Live Chat, Projects and Files are added to the Company Details reports automatically for you. SigmaPro Sales Integration with Catalook
You can enter sales records manually or through integration with the Catalook eCommerce module for DotNetNuke. This integration matches sales orders with contacts listed in the Companies you have setup in SigmaPro. Making it easy to use Catalook for order processing and SigmaPro as your CRM system having one central location to view all sales, projects, files, live chat, etc. To enable this feature, you will need to add the SigmaPro Job for Company Sales to the DotNetNuke Scheduler. Follow the steps below to set this up: - Log-in as a Super User into your DotNetNuke web site
- Open Scheduler from the Host menu
- Click the link "Add Item To Schedule"
- Complete the form as shown in the image to the right
- Click Update
That's it. Any sales your contacts listed in the Companies you have setup in SigmaPro will now automatically appear in the Sales Report (Sales link in the Company Details screen).  | Viewing Projects, Files and Live Chat Records: This information is provided from SigmaPro and SigmaLive. If you are not using SigmaLive then you can ignore the Live Chat report link. The Projects link will display all Tasks in All Projects that each contact in your Company is related to. To view the task directly, click the View link. When viewing the Files report, you can download a File by clicking on the Download link. The files listed in this report are a list of files attached to tasks all contacts in the Company are related to. |