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Contact MBI: This page is intended for a reference for Muchmore Business Intelligence customers and prospective customers only. © 2008 by Muchmore Business Intelligence. All rights reserved. This information may not be copied or duplicated in whole or in part. Information provided on this page includes (click links to follow): 2) Rapid Results Plan definitions including custom attributes, layout changes, CRM workflows and training 3) Detailed information about custom attributes including: text, pick list, bit, numeric, money, date/time and memo attributes Rapid means Rapid To do our part as quickly as possible, we need your help. 1) Complete the MBI request form. Hand written and faxed is OK, as long as we have a clear understanding of what you're asking us to do for you. 2) Provide payment. Checks are preferred, but credit cards can be accepted. 3) Provide CRM system administrator access to your system. IMPORTANT! To maintain pricing, our team of U.S. programmers and customizers needs to have access to your CRM via an internet connection. This can be done using a VPN provided your staff works with MBI personnel to assure that access to the CRM system is attained. (return to top) Rapid Deployment Plan Definitions Custom Attributes - An attribute is a field on a form used for storing information. Any of the attributes listed in the "custom attribute" sections are supported in the plan. There is a limitation for the rapid deployment plan in the number of options for a pick list attribute. Up to 25 pick list options count as a single custom attribute. More options can be added, counting as an additional custom attribute for each increment of 25 options. Modifications of to an existing pick list attributes are considered as custom attribute units as opposed to layout changes. When identifying your custom attribute, please identify where on the form you would like the attribute to appear. To maximize your rapid deployment plan benefit, MBI allows custom attribute units to be exchanged for layout change units. One custom attribute unit equals two layout change units. (top) Layout Changes/Attribute Removal - CRM Forms can be modified to make optimal sense to you and your end users. A single layout change is defined as moving an existing field to another section or tab on the form or to another location within the same section. Additional tabs and/or sections on tabs can be created to optimize form layout. Up to 8 total tabs are allows per form. MBI allows layout change units to be exchanged for custom attribute units at the rate of two layout change units for each custom attribute unit. (top) CRM Workflow - Microsoft CRM Workflows can evaluate conditions, update related information, create new records, create activities and even automatically send emails. The rapid deployment plan will build CRM Workflows using the CRM user interface. Each workflow can contain up to 12 steps. (top) Training - Training is done via teleconference and web conferencing to deliver high quality, personalized training to you and your team. Training can be used in half hour increments. (top) Custom Attributes 1) Text Attribute - typically used to store short length information that can include letters, numbers and characters. Examples include names, addresses, job titles, etc. By default, these fields hold up to 200 characters but can hold significantly more. (top) 2) Pick List Attributes - Allows the user to select one item from a list of items. The MBI plans allow up to 25 selection options in single pick list to count as one custom attribute. Microsoft CRM does not support the selection of more than one item from a single pick list. (No "multi-select" pick lists). You can choose one of your pick list items to be pre-selected for new records as the default pick list option. Please specify a default selected if desired. A default in not required for a pick list. (top) 3) Bit Attributes - Allows the user to indicate True/False, Yes/No or any other two choice combination. Bit attributes are sometimes referred to simply as a "check box". Please indicate how you would like your bit attribute displayed, as a check box, as a Yes/No list, or as Yes and No buttons. The words "Yes" and "No" can be replaced with any other two words. A bit attribute typically defaults to "No" (unchecked if displaying as a checkbox). You can default a bit to "Yes". (top) 4) Numeric Attributes - These allow the user to enter numbers. Please specify if you would like the numbers to be Integers, Floating Decimals or Decimals. You can also specify the lower and upper limits for these attributes if desired. (top) 5) Money Attributes - These are specialized attributes that deal specifically with money entries. Please specify your desired decimal precision (0-4) for your money attributes. (top) 6) Date/Time Attributes - Users can enter dates or dates and times using either typed text (e.g. 12/31/09) or by selecting from a calendar located next to the field on the form. Please specify if you would like the field on the form to include only date entry or both the date and the time. (top) 7) Memo Attributes - used to store larger amounts of text information for users such as descriptions. (top) Please contact Muchmore Business Intelligence to get started with your rapid deployment plan today! Telephone: (240) 280-2241 E-Mail: Info@MuchmoreBI.com |
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