Uniconnect Enterprise – CRM Module

Overview

The CRM (Customer Relationship Management) module in Uniconnect Enterprise allows users to manage customer data, relationships, leads, and tickets in a centralized and customizable interface. It supports multiple submodules, including Organizations, Contacts, Tickets, and Leads, providing end-to-end visibility of customer interactions.

CRM Default Features

Enabling the CRM Module

1. Navigate to Module Configuration.
2. Toggle the CRM Module to "Enable."
3. Once enabled, both CRM Module and CRM Configuration Module appear under Permissions for access control.

Each CRM submodule provides a consistent set of features to improve usability and flexibility:

• Filter Options – Apply filters to search or segment records.
• Import Data – Upload bulk records using the CSV import feature.
• Export Data – Export records as CSV or PDF files for reporting or backup.
• Custom Fields – Create or edit additional fields through the CRM Configuration Module to match your business requirements.

Organization Module

The Organization Module is used to maintain information about client companies, partners, or other associated organizations.

Default Fields

Field Name	Field Type	Description
Organization Name	Short Text	Name of the organization.
Email	Email	Organization's email address.
Contact	Phone Number	Primary contact number.
Industry	Enum	Industry category (e.g., IT, Retail, Finance).
Address	Long Text	Physical or mailing address.

All organizations are displayed in a structured table view for easy access and management. Users can configure custom fields through the CRM Field Configuration module as required.

Contact Module

The Contact Module works as a digital phonebook for managing contact records linked to specific organizations.

Default Fields

Field Name	Field Type	Description
First Name	Short Text	Contact's first name.
Last Name	Short Text	Contact's last name.
Email	Email	Contact's email address.
Mobile Number	Phone Number	Primary contact number.
Home Mobile Number	Phone Number	Home contact number.
Office Mobile Number	Phone Number	Office contact number.
Organization	Relationship	Linked organization record.

Contacts can be added, viewed, and managed through list or detailed view formats, ensuring efficient contact tracking and communication.

Ticket Module

The Ticket Module manages customer support requests, service inquiries, and issue tracking. It enables teams to monitor and resolve issues efficiently while maintaining full visibility of each ticket's lifecycle.

Default Fields

Field Name	Field Type	Description
Subject	Short Text	Title or subject of the ticket.
Assigned To	Relationship (User Module)	Assigned user handling the ticket.
Contact	Relationship (Contact Module)	Related contact associated with the ticket.
Description	Long Text	Detailed explanation of the issue or request.
Priority	Enum	Priority level (High, Medium, Low).
Status	Enum	Current status (Open, In Progress, Waiting for Response, Closed).

Tickets can be filtered and categorized based on status, priority, or assigned user, providing efficient case management.

Lead Module

The Lead Module helps track and manage potential customers or opportunities that have not yet converted into actual clients. It supports lead qualification, progress tracking, and conversion management within the sales pipeline.

Default Fields

Field Name	Field Type	Description
First Name	Short Text	Lead's first name.
Last Name	Short Text	Lead's last name.
Company	Relationship (Organization Module)	Associated organization.
Stage	Enum	Lead stage (New, Qualified, Lost, Won).
Phone Number	Phone Number	Contact number for the lead.
Employee	Relationship (User Module)	Assigned user handling the lead.

The Lead Module enables sales teams to monitor potential opportunities and manage each stage of the conversion process efficiently.

CRM Configurations

Go to the Configuration section. From there, users can locate and open the CRM Configuration option to manage CRM-related settings and customization.

Creating a New CRM Module

Initially, users can view all the default fields available in the CRM module. To create a new CRM module, follow the same process used for managing default modules. This allows users to customize and extend CRM functionality while maintaining consistency with the existing module structure.

To create a new module in Uniconnect Enterprise, follow the steps below:

1. Click the Create icon located at the top-right corner of the Module Configuration page.
2. The system will navigate you to the Module Creation Interface, where you can define the key details for the new module.

Module Creation Fields

• Module Name - Enter the internal name for the module. This name is used by the system to establish backend relationships and integrations across the platform.
• Module Label - Specify a user-friendly display name for the module. This label appears in the user interface and helps users easily identify the module within the system.
• Module Description - Provide a brief definition or purpose for the module. The description helps users understand the module's functionality and intended use.
• Module Icon - Select an icon from the available dropdown list. The chosen icon will represent the module visually throughout the application.
• Enable Module - Activate this option to make the module available and functional immediately after creation. When enabled, the module becomes an active module in the system.
• Hidden Option - Enable this if you want to hide the module from the main interface.

Note: The module's active/inactive state determines whether it operates within the system, while the hidden setting only affects its visibility in the UI.

Once a new module is created, it will appear in the Module Configuration list with its respective status — either Active or Inactive.

A newly created module remains in a preliminary state until it has at least one field defined. Even if the module is marked as Active, it will not be displayed in the CRM Module area until the first field is added to its configuration.

Config CRM Fields

Within the selected module, click on the Fields option. This section allows users to define, manage, and configure the fields that determine the structure and behavior of the module.

Default Fields

After selecting the Field option within a module, users can view a set of default system-generated fields. These fields are automatically created to maintain essential record information and system traceability. The default fields include:

• Created By – Displays the name of the user who originally created the record.
• Created At – Indicates the exact date and time when the record was created.
• Updated At – Shows the most recent date and time when the record was updated.
• Modified By – Identifies the user who last modified the record.

These fields are system-controlled and cannot be manually edited or deleted, ensuring accurate audit tracking across all CRM modules.

Create New Fields

To create a new field within a CRM module, click on the "New Field" button. This action opens the field creation interface, where users can select the desired Field Type and configure its attributes according to the data requirements of the module.

Uniconnect Enterprise CRM supports a wide range of field types, each designed to handle specific data formats and business logic. The available field types are as follows:

1. Text Fields

• Short Text – For brief text inputs such as names or titles. If user selects short text, they need to specify the minimum length and maximum length.
• Long Text – For extended text entries such as descriptions or comments.

2. Boolean Field

• Allows users to define a field with two possible values, typically True or False.
• Input values can be customized according to business needs.

3. Rich Text

• Supports text formatting and styling options for enhanced content presentation.

4. JSON

• Enables structured data storage in JSON format for advanced configurations and integrations.

5. Number Fields

• Integer – For whole number inputs.
• Decimal – For numerical values with decimal precision.

6. Email

• Accepts valid email addresses and enforces standard email format validation.

7. Date and Time Fields

• Date & Time – Records both date and time values.
• Date Only – Records date without time.
• Time Only – Records time without date.

8. Enumeration

• Provides a dropdown list of predefined values for consistent data entry.

9. Relationship Fields

• Used to establish relationships between modules.
• When building a relationship with a system module, the One-to-Many Relationship is not visible; users can only create One-to-Many Relationships with CRM modules.
  • One-to-One
  • One-to-Many
  • Many-to-One
  • Many-to-Many
• After selecting the relationship, it shows how the relationship works between the selected two modules with clear explanations, which helps users get validation before applying.

10. Phone Number

• Accepts phone numbers with country code validation and standardized formatting.

11. Media

• Supports uploading of various file types including:
  • PDF
  • CSV
  • Images
  • Audio Clips, etc.

12. Sequence

• Automatically generates a sequential system number for unique record identification.

13. URL

• Accepts valid web URLs with built-in URL format validation.