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Flash eGroupware
Les modules les plus utilisés sont déjà compatibles avec la dernière version 21 de eGroupware (SpiFina/Spid/SpiQuote/SpiSMS/SpiClient...)

SpiClient - Organizations and contracts in eGroupware

Objectives : an addressbook dedicated for to organizations (clients, providers, leads, etc.)

The module "SpiClient" allows to complete the addressbook by introducing the organization as a main entry.  It allows relations between organizations and relations with contacts from the addresswook. The module is completely integrated and takes over ergonomics and egroupware main functions : multi-language support, ACLs, links, etc.

The addressbook is missing some functions :

the organization is a free text field
there is no relations or controls between organizations
the contact may not belong to several organizations
roles are free text (no referential)

Our application SpiClient introduces clients and contracts to eGroupware.  The module is a prerequisite for the ticket management module Spid and for some others (references, the spig suites, etc.).  It is used when any organization is used for any of our module.

The module may also be used as such for clients and leads directory and to managed contracts.


Organizations concerned

local administrations
companies
associations
consulting companies

Main functions

Management of organisations/clients

The organization may be linked to any eGroupware account
Possible link to another organization in an affiliation relation
Possible link to another organization from the same zone
Possibles links to contacts with roles for each contact
Synthetic view of all contracts for the organization
etc.

Management of contracts

The contract will define a relation between two organizations
There might be several contracts for the same couple customer/provider
Key dates are registered : signature, debut, end, renewal, etc.

Limited access : commercial and vendor profiles

The module also has a profile "sellers" : according to parameters, a seller will be able to consult "his" customers or contracts, or he will be have a readonly access to customers he is not in charge...

API and use in other modules ad hoc

SpiClient contains functions usable in other modules (it allows to reduce the code) we talk about API, for instance : 

- list of client (of a provider)

- list of active clients (of a provider)

- list of contracts of a customer

Access right management

The access to the module is not necessary for the use in another module... It is possible to lock the creations of new clients for some users, etc.

Locations

If your organization is on several locations, you may define the location and/or the zone of the client.

Simple or advanced search

The module uses eGroupware's filters and search tools, similar to those from the addressbook. 

Easy and adaptive configuration

All elements in the module are coming from free parameters : types and status of organizations and contracts, locations, activity fields, payment terms, payment mode, etc. 

 


Last functions added to the module

Shortcuts to contracts : "my contracts", "my active contracts", etc.


Technical background

Compatible with Egroupware 14.1 / 14.2 / 14.3
Développed with php, eTemplate, Javascript
<b>Compatible with accounts stored in mysql, Ldap, Active Directory</b>
Multi-language support

Conditions

Purchase of the software
Yearly maintenance : 20% of the licence price
Intégration/trainings : depending to modules

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