CRM
Before using the module, please check if it was installed and connect it via the following structure:
<? if(CModule::IncludeModule("crm")){
//here you can use module functions and classes
}
?>
The module includes the following Components 2.0:
| Module components | ||
|---|---|---|
| Name | Name in bitrix namespace | Description |
| Companies | ||
| Companies (complex component) | crm.company | Allows to manage list of companies. |
| List of companies | crm.company.list | Retrieves list of companies. |
| Редактирование компании | crm.company.edit | Allows to add new or edit parameters of existing company. |
| Company view | crm.company.show | Shows detailed description of a company. |
| Company menu | crm.company.menu | Allows to configure the upper menu for company. |
| Company import* | crm.company.menu | Allows to import list of companies. |
| Contacts | ||
| Contacts (complex component) | crm.contact | Allows to manage list of contacts. |
| List of contacts | crm.contact.list | Shows list of contacts. |
| Contact editing | crm.contact.edit | allows to add new or edit parameters of existing contact. |
| Contact view | crm.contact.show | Shows detailed description of a contact. |
| Contact menu | crm.contact.menu | Allows to configure the upper menu for entity. |
| Export* | crm.contact.export | Designed to export contacts in the .xml format. |
| Contact import* | crm.contact.import | Designed to import the list of contacts in the CSV format. |
| Deal import* | crm.deal.import | Designed to import list of deals in the CSV format. |
| Web service* | crm.contact.webservice | Designed to create and export contacts. |
| Leads | ||
| Leads (complex component) | crm.lead | Allows to work with leads. |
| List of leads | crm.lead.list | Shows list of leads. |
| Lead edit | crm.lead.edit | Allows to create new to edit existing lead. |
| Lead view | crm.lead.show | Shows detailed description of a lead. |
| Toolbar | crm.lead.menu | Allows to configure the upper menu of an entity. |
| Lead conversion | crm.lead.convert | Allows to convert lead into a contact, company or a deal. |
| Lead import* | crm.lead.import | Designed to import list of leads in the CSV format. |
| Web service* | crm.lead.webservice | Service to create a lead. |
| REST handler* | crm.lead.rest | REST handler to create a lead. |
| Settings | ||
| User fields settings (complex component | crm.config.fields | Allows to configure user fields in CRM module. |
| List of user fields | crm.config.fields.list | Shows list of CRM module user fields. |
| List of user field types | crm.config.fields.types | Shows list of user field types for CRM module. |
| User field settings | crm.config.fields.edit | Allows to configure CRM module user field. |
| Access permissions settings (complex component) | crm.config.perms | Allows to configure access permissions to CRM module. |
| Send&Save settings* | crm.config.sendsave | Settings for Send&Save integration with CRM module. |
| Status settings* | crm.config.status | Allows to configure CRM module statuses. |
| Deals | ||
| Deals (complex component) | crm.deal | Allows to handle deals. |
| Sales Funnel | crm.deal.funnel | Shows the quantitative ratio of deals at different stages of completion. |
| List of deals | deal.list | Shows list of deals. |
| Deal edit | crm.deal.edit | Allows to create new or edit existing deal. |
| Deal view | crm.deal.show | Shows detailed description of a deal. |
| Deal menu | crm.deal.menu | Allows to configure the upper menu of entity. |
| Activities | ||
| List of tasks | crm.activity.task.list | Shows list of tasks. |
| List of calls/meetings | crm.activity.calendar.list | Shows list of calendar entries. |
| Invoices | ||
| Invoices (complex component) | crm.invoice | Allows to handle invoices in CRM. |
| List of invoices | crm.invoice.list | Shows list of invoices. |
| Invoice edit | crm.invoice.edit | Adds new or allows to edit parameters of existing invoice. |
| Invoice view | crm.invoice.show | Shows detailed description of an invoice. |
| invoice menu | crm.invoice.menu | Allows to configure context menu of entity. |
| View invoice in the HTML/PDF format* | crm.invoice.payment | View invoice in the HTML/PDF format. |
| Products | ||
| Products (complex component) | crm.product | Allows to manage products for CRM deals. |
| List of products | crm.product.list | Shows list of products for CRM. |
| List of product sections | crm.product.section.list | Allows to manage list of sections for selected catalog. |
| Product edit | crm.product.edit | Allows to edit an existing, or to add a new product. |
| Product view | crm.product.show | Shows detailed description of a product. |
| Toolbar | crm.product.menu | Allows to configure content menu to handle catalogs and products. |
| . | ||
|
| ||
| Event view | crm.event.view | Shows list of activities, performed with the CRM module entities. |
| Reports (complex component) | crm.report | Prepares reports about the activities in CRM. |
| View invoice events | crm.invoice.events | Shows list of activities, performed with invoices in CRM. |
| * cancelled system components (not described) | ||
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