Enumerations

Enumerations have an important role in the system. Simplify and speed up work on data entry, and prevent inaccuracies in recording and chaos due to non-standardization.

Enumeration settings are available in the user menu. Search for an enumeration to edit, or create a new enumeration from here.

Examples for using enumerations may be to categorize our customers, products, etc. Creating a standard list of options to choose from is both quicker for data entry and reduces inaccuracy of manually entering data into an open text field.

Note

Enumerations also make it easy to filter records on grids by applying a filter using an enumeration as necessary.

Note

V případě, kdy se číselníky nepoužívají pro položky, které se často vyplňují, může nastat typická chyba, kdy dochází k nepřesnosti zadávání. Můžeme si vznik představit následovně. V systému pracuje několik uživatelů, kdy jeden uživatel zadá hodnotu dobrý zákazník a další uživatel zadá tutéž hodnotu, jen jinak, např. dobry zakaznik. A už máme dvě různé hodnoty.

V případě, kdy chceme provést změnu stávajícího číselníku rychle, můžeme využít možnosti nastavení číselníku přímo na daném záznamu (tento číselník se nám změní v celém systému). Po kliknutí na ozubené kolečko se dostáváme do fáze, kdy se nám zobrazí číselník v editovatelné podobě a my si ho můžeme pohodlně upravit, jak potřebujeme. Nesmíme zapomenout si změny uložit!

Category: VistosCRM HelpBy eswadmin November 8, 2018

Author: eswadmin

We have chosen Vistos CRM from Euro Softworks s.r.o. as a comprehensive CRM solution that enables us to manage customer information from partners in our service concept, including the ability to create subdivisions. We mainly appreciate the built-in features for data cleaning and validation, automatic addition of information from the business register and reporting tools. Vistos CRM is a good tool for managing business not only with focus on customers.

Lukáš Štelcl
Manager of service concept ACC – Stahlgruber
Euro Softworks helped us at the beginning with the establishment of Salesforce licenses for nonprofit organizations. We appreciate responsive approach while setting up our customizations and we would like to express that we are satisfied with the selection of our Salesforce partner. We are happy to further recommend this company.

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Roman Novotný
Member of supervisory board, Bátor Tábor
We were facing problems with ineffective setup automation in Salesforce for a long time. Thanks to the Euro Softworks audit, we got an overview of the stage of all automation in Salesforce instance. We also highly appreciate the proactive approach in consultations.

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Jan Škapa
IT Director, Students For Liberty
For our entire company, I can say that Vistos CRM from Euro Softworks s.r.o. became for us an essential and important part of our business. It greatly facilitates our work, saves time and allows us to monitor, how we are doing in terms of sales. It also helps us with planning work and its distribution among employees. We appreciate the clarity of the system, the ability to filter by order parameters and we also appreciate quick search. We can just recommend Vistos CRM.

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Petr Coch
Executive director, AVANTICA
Vistos CRM from Euro Softworks s.r.o. helps us to deal with our customers, we actively use it to create and plan marketing activities, track the development of individual stores and much more. Since it’s implementation and for the time of using the system, we are very satisfied with it. A great advantage for us is the possibility to customize Vistos CRM at any time according to our needs. We also appreciate the proactive approach of Vistos CRM support.

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Denisa Vacíková
Consultant, trainer and project coordinator in MgC Consulting
We have been using CarRental system from Euro Softworks s.r.o. since 2014 and we are happy with it. CarRental significantly helps us with the car rental operation, it facilitates work with clients and the administration of the whole car rental business. Programmers from Euro Softworks s.r.o. tailored an application for us, where we can easily and quickly record short and long rentals of our vehicles for corporate clients. The system has brought our car rental companies into a better overview and increased the efficiency of our employees’ performance, who are spared the lengthy filling of paper or excel forms and spreadsheets.

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Stoszková Kateřina
PLPM a.s.