Customer Process Management System (advertising agency version) - Manual (V6.1.1) Software Series: Digital Enterprise - Customer Process Management System (v6.1.1) Development Company: Cixi-Network Technology Co., Ltd. Website: http: // www .shuntun.com online demo: http: //adv.25175.com Updated: 2013/7/27 1. Introduction 1.1 Background 1.2 The purpose of the preparation of the overall design 2. Description: 3. System Overview 3.1 System 3.2 system features the goal of building The system uses a login screen 4.1 4.1 4.2 permissions login interface - User management personnel Permissions 4.21 4.4 4.3 client list item list item editor 4.6 4.5 4.7 Project Schedule 4.8 Staff Printed items 5.1 4.9 single item produced single individual project delivery note Project delivery note delivery notes 5.3 5.2 5.4 Project Statistics Project 5.5 5.6 Amount statistical data backup 1. INTRODUCTION 1.1 The purpose of writing "to help SMEs to success" for the idea, for the advertising company management needs, especially tailored for the situation of China's advertising company custom-made, is to improve the popularity of advertising enterprise management level, standardized information management system. System to help companies always grasp the mass customers a variety of situations and circumstances in each period of dynamic and service, and set up various forms of customer relationship marketing functions and customize a variety of business alerts. "Mass function can be configured to a variety of flexible" From management more customers are equally efficient, simple, there will be no conflict between the interests and work teams. Customers often online chat, customer follow-up real-time capabilities, event reminder SMS, send e-mail and so on. 1.2 Project Background According to the "Software Management Information Standard", combined with the actual needs of companies advertising in the management process, the establishment of advertisers management system. 2. Overall Design: 1, the operating system platform running on mainstream operating systems: Windows Server 2003 / Windows Server 2008 database: using a common relational database SQL Server as the database service platform 2, the system mode system uses B / S mode, mainstream programming languages, such as: ASP.NET write, to achieve zero client maintenance, customer, working conditions, production, advertising parameters, information, delivery, statistics, and other functions were integrated into one, to improve the overall efficiency of the advertising business management. 3, establish and improve the safety security system, the effective use of system protection programs to prevent safety hazards that may occur, including safety-injection capabilities, multiple levels of user roles authentication measures to complete a comprehensive background logging, IP access restrictions . 4, scalable system must take a modular design that can be run within the platform, it can be run independently. Each module of the project, parameters can be smart extension, and smart match, the management and the associated application. Unified code, standards, norms, simple, efficient, open source, for future extension modules. 5, compatibility information system used must norms, standards, and national standards must Ministry of Education, "Education Management Information Standard" and other standards-compliant information. Schools must also integrate existing data systems for each application to ensure seamless. 6, the applicability of the system design to reflect the advertising company's management, and can adapt to changes in the advertising company management model without modifying the program itself. Page design beautiful, reasonable, simple, intuitive, and the page layout is reasonable, function key focus, user-friendly to use. 3. System Overview 3.1 System-building goals, "Digital Enterprise - Customer Process Management System" of the building, is to establish an order inquiry and maintenance system to complete the order of new construction, modification and deletion has been built, transaction, processing, management, query, the printout of the report. But also established communication platform boss, employees, clients. 3.2 system features a. The administrator can set the system back heading home connection and other operations. b. the general administrator can modify data collection data query data Add Comment View or delete operation. c. anywhere backup of the database so that your data security and efficient d. All five text fields have been filtered to keep your data is secure e. a database field is left unused for easy system upgrade f. the database is encrypted without fear of being downloaded a key backup function fine g i a key recovery rights management for multi-user operation j powerful data import and export, such as: 1. Targeted access control 2. All results are dedicated print advertising company. 3. Tip unfinished project Fact Sheet 4. All project status (not scheduled, ongoing, completed) 5. All three kinds of printing a single number, delivery note number is only 6. customers can fill their own or 7. Select the relevant project staff and other workers, can support multiple choice 8. A4 prints are perfect. 9. EXCEL Export. The system uses a 4.1 logon interface landing: The system according to the user's identity to achieve a different function, you need to select a landing approach when the user login, the system then according to user-selected landing approach to the corresponding table to search. For example, selecting staff landing approach landing, the system will search for the existence of consistent with the user's input information in the staff information table, if there is staff to enter the home page, the user is prompted otherwise is incorrect, please re-enter . 4.2 Permissions Settings - Personal access control permissions can be set up, under normal circumstances only part of the management personnel can be managed for different people. (The system is divided into three permissions (temporarily), admin, reception managers, employees, and he will have their own login privileges, such as: employees, after login, you can only see his work related projects; and Front Office Manager Login Permissions are, in addition to seeing the project work outside their own responsibility and staff work (only in the same department), he is entitled to additional work items, modify the project, canceled projects ... and so on! and admin manager with similar, but more competence in all sectors!) three permissions (or more, can all be more than one person) 4.2.1 the relevant authority, who can only operate their own relevant content, work projects, and can add items. 4.3 client list of all customer information is displayed here, deep into the client can interact, SMS, EMAIL, etc. You can edit, delete, add, batch delete, query, query conditions. 4.4 a list of items by staff, customers, and other related information query, modify, delete, add 4.5 Project Editor project staff can arrange multiple people, you can choose whether to arrange items. The time allocated for the project. Customer design requirements for some basic instructions. How to upload pictures CK: 1. Step 2. Click the Tools button centralized Step 3. Click the button to the third step, you can click on the picture, you can select the original picture (double-click) Note mathematical formula you :( You can use other tools to generate, for example: MathType (Baidu,) This tool can generate a mathematical formula editor picture) 4.6 Staff view the staff of each project tasks and work processes related cases. 4.7 project schedule progress of the project responsible for their own registration. 4.8 Printed items related projects on schedule printing, you can customize LOGO printing. 4.9 single project produced a single project under the current operation of the project produced a single case. You can add multiple copies. 5.1 to edit a single project delivery note delivery note for the current project. You can edit multiple delivery note. 5.2 project delivery note all items produced single, fact sheets. And can be printed directly on the production of single, the effect is as follows. 5.3 project delivery order delivery note all the items listed in Fig. Can be queried by the condition. You can also print on a project delivery. Print results as shown below: Month 5.4 Project Statistics Selected business statistics Tip: Print Preview, outside the dotted line is not physical play area, a different printer margins are not the same for all the physical project progress monthly statistical tables. . You can print all reports and situation. 5.5 Statistics on the amount of the monthly financial statistics, and you can export and print EXCEL. 5.6 Data backup can upload a backup of the content database. Download, restore and other operations. And can be sent to the designated EMAIL other forms of backup operations on data. 5.8 custom development of various educational systems, digital educational software, OA, CRM, ERP software development for SMEs. [Please contact us for you to customize. QQ: 993018853 QQ: 17734857] This software is suitable for staff within the 50 small and medium sized advertising companies. No complex operations, general practice staff are very easy to use. And the software does not need to invest a lot of manpower to operate.