The top of the screen is the company section. This section shows information on the company related to the current task.
By tapping anywhere in this section (or by pressing the Enter key) you will open the edit company dialog of the current company. This will let you update all company specific informtion on the current company.
From the company dialog you can edit and view general notes on the selected company (Ctrl-N).
When the Company section is selected you can use the keyboard to manipulate the company information.
The Company section is selected when the section pointer points to it. You can move the section pointer with the Up and Down keys.
When the company section is selected the Left and Right keys lets you browse through all the registered companies. Note that when changing the current company the entire screen will be refreshed with information related to the company shown.
The space bar opens the Select company dialog. Here you can select any company directly and you can create a new entry for a company.
Under the Company section is the Person section. This section shows information on the employee related to the current task.
By tapping anywhere in this section (or by pressing the Enter key) you will open the edit person dialog of the current employee. This will let you update all person specific informtion on the current person.
From the person dialog you can edit and view general notes on the selected person (Ctrl-N).
When the Person section is selected you can use the keyboard to manipulate the Person information.
The Person section is selected when the section pointer points to it. You can move the section pointer with the Up and Down keys.
When the Person section is selected the Left and Right keys lets you browse through all the registered persons of the current company (the current company is shown in the Company section above). Note that when changing the current person the screen will be refreshed with tasks related to that person.
The space bar opens the Select person dialog. Here you can select any person directly and you can create a new entry for a person employed by the current company.
Under the Person section is the Task section. This section shows information on the current task (headline, ref no, state etc).
By tapping anywhere in this section (or by pressing the Enter key) you will open the edit task dialog of the current task. This will let you update all task specific informtion on the current task (task type or state etc).
When the Task section is selected you can use the keyboard to manipulate the Task information.
The Task section is selected when the section pointer points to it. You can move the section pointer with the Up and Down keys.
When the Task section is selected the Left and Right keys lets you browse through all the registered tasks of the current person (the current person is shown in the Person section above). Note that when changing the current task the screen will be refreshed with notes related to that task.
The space bar opens the Select task dialog. Here you can select any task releated to the current person directly and you can create a new entry for a task related to the current person.
Customer Relation Manager can generate a number of lists and documents in different formats.
Status Lists
To generate a list based on tasks status do the following:
- Press Ctrl-L to open the Select Status dialog.
- Select the status and task type that you want your list to contain.
- If you just want a pop-list to select from then press Enter.
- If you want a text file list then press Ctrl-G. Note that you can have the file made in HTML format by checking the HTML Format checkbox.
Single task
To generate a file containing information on a single task (the current task) press Ctrl-B (HTML format) or Shift-Ctrl-B (TXT format).
Person List
To generate a list of all pending tasks for a single person (the current person) press Ctrl-P (HTML format) or Shift-Ctrl-P (TXT format). This list will include tasks of status Open, Waiting on client and Waiting on supplier.
If you just want to include a list in a mail to your customer or supplier I have found that the best layout is reached like this:
- Generate the list in HTML Format
- Open the file in the web browser
- Select the entire page (Ctrl-A)
- Copy the page (Ctrl-C)
- Paste the page into a mail (Ctrl-V)
Preferences for Documents
The following two preferences will influence the generation of documents. These can be set in the Preference dialog (Ctrl-K):
Title: The value of this preference will be placed on the top of all generated documents. Use this to setup you company name.
Delay: This preference holds the delay used after starting up the Web Browser before opening the generated document. If you exeprience that the document is not opened correctly the first time the web browser is started up then increse the delay.
PocketIQ can be contacted in a number of ways, for either support or registering your software.
Internet:
http://www.PocketIQ.com
Telephone / Fax:
+44 (0)1234 353970
Email:
Pythia@PocketIQ.com
support@PocketIQ.com
Post:
44 Harpur Street
Bedford
Bedfordshire
MK40 2QT
England
s and Documents5
Under the Task section is the Notes section. This section shows the notes on the current task.
By tapping anywhere in this section (or by pressing the Enter key) you will open the edit notes dialog of the current task.
When the Notes section is selected you can use the keyboard to manipulate the Notes.
The Notes section is selected when the section pointer points to it. You can move the section pointer with the Up and Down keys.
When the Notes section is selected the Left and Right keys lets you jump between Public notes and Internal notes of the current task (the current task is shown in the Task section above).
The space bar opens the Edit notes dialog (like the Enter key).
This section describes how the Customer Relation Manager is intended to be used.
Customer Relation Manager is a program for maintaining communications on customer tasks and making reports based on the registered customer and task information.
Customer Relation Manager lets you register:
- Company inforation on the companies that you are in contact with.
- User information on the users/customers that you communicate with.
- Task information on the customer task that you are handling. The type of task can be Support Task, Enhancement request or Contract Negotiation. You can keep track of status information on each task (Open, Waiting on client, Waiting on supplier, Completed or Cancelled).
- Public notes and Internal notes on the progress of the customer tasks.
- Product information on the products you are selling, reselling, supporting etc. Each task can be related to a product and each product is related to a supplier (Companies can be marked as suppliers).
Based on this information the program can generate:
- Task reports on specific customer tasks.
- Lists of all active tasks of a specific user.
- Lists of all tasks of a specific status.
- Lists of all tasks related to a specific product or a specific supplier.
The main screen shows all the information related to a single customer task. The screen is divided into the following sections:
- Company section
- Person section
- Task section
- Notes section
These will be explained in the following chapters.
Registered users of Customer Relation Manager are entitled to receive free upgrades via the internet or on floppy disk, as they become available.
For details on how to get latest version see "Contacting PocketIQ". If you do not have access to the internet send a stamped addressed envelope with a PC formatted floppy disk to the address shown.
Please note that the free upgrades offer excludes postage fees & hardware costs.
The Pocket IQ End User Licence Agreement (EULA) is a legal agreement between you and Pocket IQ Limited. By downloading or installing this SOFTWARE, you agree to be bound by the terms of this Agreement. If you do not agree to the terms of this Agreement, remove this SOFTWARE immediately.
Pocket IQ END USER LICENCE AGREEMENT (EULA)
This licence refers to any product which is distributed by Pocket IQ.
GRANT OF LICENCE
This Pocket IQ Licence Agreement ("Licence") permits you to use one copy of this product, on multiple machines which may include user documentation provided in electronic form ("SOFTWARE"), providing it is for the sole, exclusive use of the registered user. The SOFTWARE is licensed as a single product. Its component parts may not be separated for use on more than one computer or by more than one user at any one time.
COPYRIGHT
The SOFTWARE (including any images and text incorporated into the product) is owned by Pocket IQ and the independent application author, or its suppliers and is protected by English copyright laws and international treaty provisions.
REVERSE TRANSLATION
The SOFTWARE, including all related program files may not be altered in any way. Reverse Translation is expressly forbidden without written permission of the Pocket IQ and the independent application author.
LIMITED WARRANTY
To the maximum extent permitted by applicable law, Pocket IQ and the independent application author disclaims all warranties, either express or implied, including but not limited to warranties of merchantability and fitness for a particular purpose. In no event shall Pocket IQ, the independent application author or its suppliers be liable for any damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or other pecuniary loss) arising out of the use or inability to use this Pocket IQ product.
The SOFTWARE is supplied 'as is' and no advice or technical support is guaranteed from Pocket IQ or any third party.
Pocket IQ applications can be registered exclusively through Palmscape, the leading online store for the EPOC platform.
To register this product simply visit the Pocket IQ internet site and follow the registration instructions.
Alternatively you can register directly with Palmscape in any of the following ways:
Online Orders:
Purchase online via Palmscape's secure online service. Simply visit www.palmscape.com, and select the "Buy now" link. Palmscape accept most major credit cards (see below).
Telephone \ Fax orders:
Palmscape accept telephone orders via the United Kingdom office which can be reached on +44 (0)1234 353970.
Postal Orders:
Payment can be made by UK Cheque, Cash or Credit Card direct to the Palmscape office, located at:
44 Harpur Street
Bedford
Bedfordshire
MK40 2QT
England.
Please mark clearly that you wish to purchase this application.
Payment types:
Palmscape accept major Credit cards, Switch, Delta as well as UK Cheque, Eurocheque and Cash. If you are paying in any currency other than GB Pounds please add 10% to cover conversion fees.
8. Contacting PocketIQE
9. How to registerE
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0. Customer Relation Manager7
2000 Marc de Oliveira & PocketIQ
Welcome to Customer Relation Manager, a quality application from Pocket IQ and Marc de Oliveira.
Support: Pythia@PocketIQ.com
Internet: www.PocketIQ.com
OCustomer Relation Manager 1.0.3 for the Psion Series 5 and 5mx (C) 2000 Marc de Oliveira & PocketIQ
This tool lets you keep track of the status and progress of all your customer related tasks.
Installation:
------------
Installation from SIS file:
1) Execute the Customer.sis file on your pc or Psion.
2) Choose C or D drive for the installation (make sure that there is enought disk space).
3) The program will install itself.
4) Install PIQInfo.sis, pythia.sis, systinfo.sis and sysram1.sis if necessary.
Installation from ZIP file:
1) Make sure the \System folder is shown on your Series 5 system screen. If it's not, enable it in the 'Preferences' dialogue.
2) Using PsiWin copy the files PYTHIA.OPO, PIQInfo.OPO, PIQInfo.RSC and PIQInfo.MBM to the folder \system\opl (you might have to create the folder)
3) Go into \System\Apps on C: or D: and make a new folder called "Customer"
4) Using PsiWin, copy the following files to the new \System\Apps\Customer folder:
Customer.app
Customer.aif
Customer.mbm
Customer.hlp
CreateDB.opo
4) Copy the files systinfo.opx and sysram1.opx in the folder \system\opx
5) A new icon should appear on your Extras bar
Problems
--------
1. Read only files
Some times files become read only while being installed. None of the files should be read only. If you get any errors like the program is unable to write information to your Psion go through the program files to see if some of them are read only.
In the system-view you can open the file property window by selecting (highlighting) a file and pressing Ctrl-P. In the property window you can see and set/clear the read only checkbox.
2. Copying between C and D
Be very careful when you move or copy applications between the C and D drives. It seems that the Psion is not correctly updated when applicaions are copied from C to D or vice versa.
Always delete the application directory from one drive before reinstalling on the other drive.
3. Low on battery
When starting up this program for the first time a lot of writing is done to the disk. If your machine is low on battery these writes can go wrong and turn the application files bad. This should only be an issue when running the application the first time.
4. Not enough memory
This program needs up to 300 Kb of free memory on the C drive. If you try to run the program with less than 300 Kb of free memory on the C drive it may not behave as expected.
Usage:
------
Press Ctrl+Shift+H to see help file.
Bugs:
-----
Registering:
------------
Registering the program will give you the following benefits:
1) The register window will not pop up on startup
2) You get free support via e-mail (Pythia@PocketIQ.com)
3) Your suggestions to new functionalities will be implemented (as far as resources permits it)
How to register
Go to the PocketIQ home page at:
http://www.PocketIQ.com
Here you can register using credit card or cheque.
After receiving your registering fee I will mail you a Key that you can use to register the program.
Made by:
--------
Marc de Oliveira
for Pythia Information & PocketIQ
Web: http://www.PocketIQ.com
E-mail: Pythia@PocketIQ.com
History:
--------
2000.03.01: Version 1.0
2000.03.14: Version 1.0.1
- Fixed error occuring when using the Find function (Ctrl-F).
2000.07.31: Version 1.0.2
- Missing file is now correctly installed.
- Changed to 4-color mode making the menus faster.
- A blinking "Closing" message is now shown during exit, so that you know that you pressed the correct key.
2000.08.22: Version 1.0.3
- Fixed error when generating lists.
Note: if you are installing this version on top of a previous version you will need to run the FixList.opo file to fix this error.
Courier
Courier
10. FREE Upgrades !E
11. Licence agreementE
2. Company SectionE
1. General UsageE
12. Readme.txt5
3. Person SectionE
4. Task SectionE
5. Notes Section5
6. Find Text5
You can search through all text entered in the Customer Relation Manager but only within one section at a time.
To search for a text within the current section just press Ctrl-F to open the Find Text dialog.
(.txt)