Manuale Kimo
  • Piacere, sono Kimo
  • Introduzione
    • Finalità di Kimo
    • Moduli e App
      • Kimo SFA
      • Kimo B2B
      • Console di Amministrazione
    • Architettura
  • Installazione
    • Requisiti minimi di sistema
    • Check-list per il deploy
    • Installare Kimo SFA su iPad
    • Installare Kimo B2B su device
    • Tool accessori
      • SyncThing
  • Impostazioni
    • Utenti
      • Ricercare utenti
      • Creare un utente per SFA
        • Modificare codice Agente associato all'utente
      • Console di Amministrazione: Creare un utente per B2B
      • Web App: Creare un utente per B2B
      • API: Creare un utente per B2B
      • Creare un utente di tipo Direzionale
      • Cambiare codice agente per un utente di Kimo
      • Attivare un utente
      • Riattivare un utente
      • Criteri di definizione delle password
      • Reset della password
      • Cancellare e ripristinare un utente
      • Eliminare un profilo utente dall'App SFA
      • Impersonificare un utente
    • Ruoli e autorizzazioni
    • Business Rules
      • Account
      • Activity
      • Api
      • B2b\Account
      • B2b
      • B2b\Cart
      • B2b\Document
      • B2b\ErpDocument
      • B2b\Help
      • B2b\Item
      • B2b\Password
      • B2b\Price
      • B2b\Promotion
      • B2b\QuantitySelector
      • B2b\UserProfile
      • Barcode
      • Budgets
      • Cart
      • Communication
      • CompanyNews
      • Contact
      • Crm
      • Custom
      • Discount
      • Document
      • DocumentLine
      • DocumentMail
      • DocumentNotification
      • DocumentSearch
      • DocumentTransformation
      • Entity
      • Erp
      • ErpDocument
      • ErpDocumentLinesReport
      • ErpDocumentMail
      • ErpDocumentType
      • FreeField
      • Fulfillment
      • Idrolab
      • ilDataPool
      • ItemAvailability
      • Item
      • ItemImage
      • ItemPriceListFile
      • ItemUom
      • ManualItem
      • MapAccounts
      • MarketingForm
      • MobileWarehouseAvailability
      • Opportunity
      • Password
      • PendingEdits
      • Pinaxo
      • PointsPerSaleBalance
      • PointsPerSale
      • PowerBI
      • PriceCalculation
      • PricePerCustomerCsvMail
      • Promotion
      • PromotionLine
      • Reassortment
      • ReceivableBook
      • ReceivableBookMail
      • ReceivableInstallment
      • Rma
      • SalesControl
      • SalesControlDocument
      • SalesControlDocumentLine
      • Shipment
      • ShippingCharge
      • SmartBI
      • Sync
      • VariableMatrix
      • Vat
      • WelcomeWizard
    • Impostazioni di sistema
    • Metadati sulle entità
    • Valori di default
    • FreeLookup
    • Stati Erp
    • Import/Export
    • Tipo Report
      • Document Data Model
    • Motore di template (Template Engine)
    • Impostazione chiave Google (Geocoding)
    • Timeframe (periodi temporali)
  • Interfaccia utente
    • SFA
      • Layout
        • Elenco
          • AccountActivitiesTableRow
          • AccountsSearch
          • ActivitiesSearch
          • ActivityEditor
          • ActivityToPlan
          • BankAccountEditor
          • BankAccountsSearch
          • BudgetLineEditor
          • BudgetLinePickerEditor
          • BudgetLinesForAccount
          • BudgetLineTableRow
          • BudgetsDrillDownTableRow
          • CartEditor
          • CartLineTableRowEditor
          • CartsSearch
          • CommunicationsSearch
          • ContactEditor
          • ContactForm
          • ContactsSearch
          • CustomerEditor
          • CustomerForm
          • CustomerScheduledPaymentsTableRow
          • DocumentAlternatives
          • DocumentArchiving
          • DocumentConfirmation
          • DocumentHeaderEditor
          • DocumentLineEditor
          • DocumentLineGroupHeader
          • DocumentLineTableRowEditor
          • DocumentLineVariableEditor
          • DocumentReport
          • DocumentReportRecipient
          • DocumentsSearch
          • ErpDocumentArchiving
          • ErpDocumentHeaderEditor
          • ErpDocumentLineEditor
          • ErpDocumentLinesReport
          • ErpDocumentLineTableRowEditor
          • ErpDocumentLineVariableEditor
          • ErpDocumentsSearch
          • ItemForm
          • ItemLotAvailabilitiesSearch
          • ItemsDrillDownTableRow
          • ItemsSearch
          • ItemWarehouseAvailabilitiesSearch
          • MobileWarehouseAvailabilitiesSearch
          • PromotionActivationByItemHeader
          • PromotionActivationLineTableRow
          • PromotionActivationTableRow
          • PromotionDirectActivationHeader
          • PromotionEditorLineTableRow
          • PromotionInfoHeader
          • PromotionLineEditor
          • PromotionLineSelector
          • Reassortment
          • ReceivableBook
          • ReceivableInstallmentEditor
          • ReceivableInstallmentsMultipleCashEditor
          • ReceivablesBookReport
          • ReceivablesBookReportRecipient
          • SalesConditionForDocumentLineSelector
          • ShipmentSiteEditor
          • Signature
          • SmartBIDrillDownTableRow
      • Scenari
      • Immagine di sfondo su Home Page
      • Immagine personalizzata per login
    • B2B
      • Risorse grafiche per Kimo B2B
  • Integrazione
    • Kimo integrator
      • Integrator System Settings
      • Funzioni di trasformazione "speciali"
    • Database schema
      • Account
      • AccountAccountingInfo
      • AccountBank
      • AccountFilter
      • AccountPerPromotionCustomerGroup
      • Activity
      • ActivityAssignee
      • ActivityType
      • AvailabilityRule
      • AvailabilityRuleParamsPerDocument
      • Bank
      • BankAgency
      • Budget
      • BudgetLine
      • BudgetLineActual
      • BudgetPerSalesAgent
      • BusinessRuleFromErp
      • Carrier
      • CatalogPriceList
      • CompanyRole
      • Contact
      • ContactPerOpportunity
      • Country
      • Currency
      • CustomerDiscountGroup
      • CustomerDiscountGroupTranslation
      • CustomerGroup
      • CustomerGroupTranslation
      • CustomerPriceGroup
      • CustomerPriceGroupTranslation
      • DeliveryDateType
      • DeliveryRoute
      • DiagnosticPriceTestCase
      • DiscountsPerHierarchy
      • DiscountsPerItemGroup
      • DiscountsPerItemSeries
      • Document
      • DocumentArchivingReason
      • DocumentLine
      • EntitySyncReferenceForAccount
      • EntitySyncReferenceForActivity
      • EntitySyncReferenceForBudgetLine
      • EntitySyncReferenceForContact
      • EntitySyncReferenceForEntityGeoposition
      • EntitySyncReferenceForMarketingForm
      • EntitySyncReferenceForOpportunity
      • EntitySyncReferenceForReceivableInstallment
      • EntitySyncReferenceForRma
      • ErpDocument
      • ErpDocumentLine
      • ErpDocumentPerSalesAgent
      • FreeLookup
      • FreeLookupTranslation
      • GoodsAspect
      • IndicatorThreshold
      • InvoiceDiscount
      • InvoiceDiscountParams
      • Item
      • ItemAssociated
      • ItemAttachment
      • ItemCharge
      • ItemChargeType
      • ItemCollection
      • ItemCollectionTranslation
      • ItemCost
      • ItemCrossReference
      • ItemDiscountGroup
      • ItemGender
      • ItemGroup
      • ItemGroupTranslation
      • ItemImage
      • ItemLine
      • ItemLineTranslation
      • ItemListPrice
      • ItemLotOfflineAvailability
      • ItemOfflineAvailability
      • ItemSeries
      • ItemSeriesTranslation
      • ItemSpecificationField
      • ItemSpecificationFieldPerGroup
      • ItemSpecificationFieldTranslation
      • ItemSpecificationFieldValue
      • ItemSpecificationGroup
      • ItemSpecificationGroupTranslation
      • ItemSpecificationItemPerGroup
      • ItemSpecificationValue
      • ItemTranslation
      • ItemUom
      • ItemUrl
      • ItemVariable
      • Language
      • LogisticArea
      • LogisticAreaDeliveryDays
      • Manufacturer
      • ManufacturerImage
      • ManufacturerTranslation
      • MaritalStatus
      • MarketingForm
      • MarketingFormFamily
      • MarketingFormField
      • MarketingFormFieldValue
      • MarketingFormLine
      • MarketingFormType
      • MichelangeloSalesCondition
      • MichelangeloSalesMultiplierCondition
      • NavFashionDocumentDiscounts
      • NavSalesLineDiscount
      • NavSalesPrice
      • NonStockItem
      • NonStockItemUom
      • Opportunity
      • OpportunityLeavingReason
      • OpportunityPhase
      • OpportunityReferralSource
      • PaymentMethod
      • PaymentTerm
      • PaymentType
      • PointsPerSale
      • PointsPerSaleBalance
      • PriceList
      • PricePerQuantityRange
      • PriceRounding
      • Promotion
      • PromotionCustomerGroup
      • PromotionFilter
      • PromotionImage
      • PromotionLine
      • Reassortment
      • ReassortmentLine
      • ReassortmentPerSalesAgent
      • ReceivableInstallment
      • RegistrationDocumentType
      • ResponsibleForTransport
      • Rma
      • RmaAttachment
      • SalesAgent
      • SalesAgentPerAccount
      • SalesConditionPriority
      • SalesControl
      • SalesControlLine
      • SalesDiscountCategory
      • SaleTypePerItem
      • Season
      • SeasonGroup
      • SeasonPerSeasonGroup
      • ShipmentMethod
      • ShipmentParamsPerDocument
      • ShippingCharge
      • SirioItemSalesClassification
      • SirioSalesCondition
      • StatisticClass
      • StatisticClassTranslation
      • StatisticReport
      • Title
      • Trademark
      • TrademarkImage
      • TrademarkPerAccount
      • TrademarkPerUser
      • TrademarkTranslation
      • TransportMode
      • UomTranslation
      • Variable
      • VariableValue
      • VatRate
      • VisibilityFilter
      • VisibilityFilterPerAccount
      • VisibilityFilterPerItem
      • VisibilityFilterPerSalesAgent
      • Warehouse
      • WarehousePerSalesAgent
      • Zone
    • Come schedulare Import/Export
    • Task personalizzati import/export
  • Funzionalità e ruoli
    • Catalogo
      • Articolo
      • Articolo a variante
      • Articoli associati
      • Listini per catalogo
      • Catalogo PDF (SFA)
      • Idrolab
    • Documenti di vendita
      • Riga documento
      • Tipi Vendita
      • Controlli commerciali
      • Report
    • Promozioni
    • Articoli manuali
    • Documenti aziendali e personali
    • Statistiche
    • Comunicazioni
      • Public API
    • Partite aperte
    • Account (Clienti/Prospect/Destinazioni Merci)
      • Clienti
      • Prospect
      • Destinazioni Merci
    • B2B
      • Promozioni - layout a card
      • Funzioni attivabili da link
      • Caricamento carrello da file Excel
    • Modalità evasione
    • Disponibilità Online
    • CRM
      • Attività
      • Schede marketing
      • Contatti
    • Gestione avanzata dei preventivi
  • Supporto
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  1. Impostazioni
  2. Business Rules

Crm

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