Documentation

bpm'online studio
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Bpm’online base configuration

Bpm’online base configuration is a foundation for creating custom solutions on bpm’online platform.

Maintaining general information about accounts and contacts

Bpm’online studio uses Accounts and Contacts to maintain a common database of customers and suppliers partners and competitors, employees and company branches. The application can be integrated with social networks, enabling you to populate the contact database with information. The features include locating and merging duplicates, customer segmentation and advanced analytics tools.

The [Accounts] section

The [Contacts] section

Managing communications

The corporate social network of the company is designed for the internal discussion and posting news. Bpm’online studio also provides convenient means for maintaining your work schedule and planning future appointments and tasks. The Activities and Feed sections are designed specifically for handling such tasks.

The [Activities] section

The [Feed] section

The [Leads] section

 

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