Wukong CRM and no-code realize data interconnection

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1. The no-code module supports interconnection with CRM: supports no-code association with CRM enterprise customer data, and fully connects no-code and CRM

2. Add My To-Do under each no-code app: quickly process to-do items in To-Do, track unfinished items, etc., to improve work efficiency

3. Add field authorization to each node for no-code process configuration, and support the configuration of field viewing and editing permissions for each node's processor

4. Custom configuration optimization: add approval nodes to the workflow of custom buttons; Added employees and departments in the reminder form to the custom reminder.

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Function introduction

01

The no-code module and the CRM module support interlinking

The system adds the application join center, and adds the data association field to the custom fields of side-by-side CRM customer management

Introduction to the Application Connection Center: The custom module is associated with the module in the CRM, and you need to create a bridge module in the application connection center to associate the custom module with the module in the CRM, and the bridge module is the image module in the CRM.

For example, you need to add an "Order" module to the CRM, and the relationship between the order module and the module in the CRM is as follows: you need to associate a contract when creating an order, and you need to associate an order when creating a payment. The configuration is as follows:

1. First of all, create a custom order module in the application management

The Orders module needs to contain a data association field, which needs to be associated with the Contract 1 module of the application join hub

2. First, configure the association between the order and the contract

1) Create a CRM app in the App Connection Center

2) Create a new contract image module "Contract 1" under the new application (Note: which module in the CRM needs to be associated with in the no-code, you need to create the same module as the CRM in the application connection center), and select "Contract" in the CRM when creating the associated module in Contract 1

3) Configure the fields of the "Contract 1" module, which are consistent with the fields of the contract module of the CRM

4) After the field configuration is completed, match the fields in the contract module and the contract 1 module, and click publish after the matching is completed, you can associate the contract data under the CRM application when creating the orderDescription: match the current module field with the CRM module field, and the corresponding field information in the CRM module can be called after the matching is successful. Application scenario: The customized order module needs to be associated with the contract module in the CRM and display the "Contract Number" field, and the two fields of "Contract Amount and Date of Signing" need to be displayed after the order association contract is created. (2) Match these three fields with those in the target module (contract) in the current module "Configure Correlation Relationship"; (3) After the field matching is completed, configure these three fields in the order module; (4) After the configuration is completed, these three fields of the CRM contract module can be called and displayed when the order is created at the front desk.

3. The association between the order and the payment

1) You can continue to create the image module "Payment Collection 1" under the connection application created in the previous step, and select the payment collection module in CRM when creating Payment Collection 1

2) To configure the fields of the "Payment Collection 1" module, you need to configure the main field (payment number) and data association field that can match the payment module (you need to configure the association module as the order module)

3) Data association fields need to be added to the custom fields >> customer management >> payment settings >> customer management in the system

4) After the field configuration is completed, match the payment number and data association fields in the payment collection module and the payment collection 1 module, and click Publish after the matching is completed, and you can associate the data of the order module when creating the payment collection

4. Display the customized order module under the CRM application

1) Go to the Settings >> of the App Management >> Core Apps >> Customer Management

2) Create a new menu: The application to which the menu points is the application to which the order module belongs, the module to which the menu points is the order module, and the menu title is the order

3) After the menu is added successfully, you can drag and drop the menu to any position

4) At this time, you can see the order module under the CRM application, and you can associate the existing contract module when creating the order, and you can associate the order module when creating the payment

02

"My To-do" is added to the My To-Do no-code app, and the pending items of all modules can be viewed, processed, and followed up directly in To-Do to improve work efficiency

Wait for me to deal with it

The data to be approved and filled in is displayed, and the data processing is complete, and it will not be displayed in this list

I initiated

Data that I created and that I'm working on won't show up in this list if the flow of the data has ended

I've dealt with it

(1) Processed: Data that I have processed in To-Do

(2) Viewed: Data that was CC to me and that I have viewed

(3) I initiated: the data that I initiated and the process has ended

Cced to me

The data to be viewed by the CC will not be displayed in this list after viewing

03

In the node field authorization process, you can add field authorization to each node, and you can configure the field view and edit permissions for each node's processor. It can meet a variety of business scenarios. Scenario 1: Data security: You can set different node processors to view different field informationScenario 2: Business flow: Different business processors can handle different matters and view and process different fields

04

Custom configuration optimization

An approval node is added to the workflow of the custom button

The approval process can be configured when the user customizes the button operation, improving the flexibility of no-code and the diversification of scenarios

Added employees and departments in the reminder form to the custom reminder

In Custom Reminders, you can customize the reminders of people in the Employee and Department fields in the Reminder form

Wukong CRM always pays attention to user experience

Pay attention to every detail that affects the use, and we also welcome every user's valuable comments

Wukong CRM platform experience address: https://www.72crm.com/