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CRM - User Manual

This document provides an overview and screenshots of the key features and user interfaces of a CRM application called CRM 2.0. It describes the login process and dashboards for different user types, including Super Admin, Admin, NPCI User, Bank User. It also summarizes the main modules for master data, user management, queries, and reports. Images are provided to illustrate the different screens and interfaces within the application.

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Avisek Rakshit
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1K views19 pages

CRM - User Manual

This document provides an overview and screenshots of the key features and user interfaces of a CRM application called CRM 2.0. It describes the login process and dashboards for different user types, including Super Admin, Admin, NPCI User, Bank User. It also summarizes the main modules for master data, user management, queries, and reports. Images are provided to illustrate the different screens and interfaces within the application.

Uploaded by

Avisek Rakshit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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APPLICATION NAME : CRM 2.

0
DEVELOPED BY : Adarsh Singh & Akshay Ghatole
APPLICATION URL : 10.200.113.21:8080 For UAT
LOGIN PAGE :

Fig 1.1
Login with credentials of Super-Admin , Admin , NPCI User or Bank-User
INVALID CREDENTIALS

Fig 1.2
FOR SUPER-ADMIN

DASHBOARD

Fig 1.3 DashBoard


PRODUCTS MASTER
All NPCI Products are Displayed in Products as shown in Fig 1.4 Only Super
Admin can add Products .Click on Explore and Go To Departments

Fig 1.
DEPARTMENT MASTER
Only Super Admin Can Add Department

Fig 1.5
MAIL CONFIGURATION MASTER:

Click on Department For Mail Configuration. Here Admin and Super-Admin can
configure mails based on mailId and password and provide exception for Mail
Configuration.

Fig 1.6
USER MASTER:
Click on Users Management Tab To list different Products Users

Fig 1.7
ADMIN
DASHBOARD:

Fig 1.8(Admin Dashboard)


PRODUCT BASED ON ADMIN USER:
Based on Product Admin will be mapped to that Product

Fig 1.9

DEPARTMENT BASED ON ADMIN USER:


Based on Department Admin is mapped to particular departments

Fig 1.10
MAIL CONFIGURATION BASED ON ADMIN

Fig 1.11
MAIL EXCEPTION MASTER BASED ON ADMIN
Only Admin can Configure Mail Exception

Fig 1.11
USER MANAGEMENT MASTER BASED ON ADMIN
User Management Contains Two Tabs:
NPCI USERS
In Leave Management Admin can Select Users who are on leave on that day, or from time
period so Admin can mark users on leave or available based on which queries will be assigned
to users

Fig 1.12
BANK USERS

Fig 1.13
QUERY MASTER BASED ON ADMIN
Query Master Has Tabs:
QUERY STATUS
Only Admin Can add Query Status

Fig 1.14
QUERY TYPE MASTER
Only Admin can add Type of query

Fig 1.15
REASSIGN QUERIES
Admin Can Reassign Queries of one or more users to other user or route query to other
department

Fig 1.16

CLOSED QUERIES
Admin can view the closed queries

Fig 1.17
REOPENED QUERIES

Fig 1.18
MY QUERIES
In My Queries Admin can see his Query which he has registered

Fig 1.19
REPORTS
Admin can view reports based on start date, end date and status of queries.

Fig 1.20
REGISTER QUERY
Register Query is same for Admin , NPCI User and Bank-User to register a query .

Fig 1.21
USER
DASHBOARD

Fig 1.22
QUERY MASTER
OPEN QUERIES
Users can view open queries which are assigned to them

Fig 1.23
After Clicking on reqId they can view details of query

Fig 1.24
CLOSED QUERIES

Fig 1.25
After Clicking on reqId they can view details of queries closed .Users can Change status of
queries by selecting status from dropdown shown (CLOSED)

Fig 1.26
REOPENED QUERIES

Fig 1.27
After clicking reqId they can view Query details.Users can change the status of query also
they can route the query to other department.

Fig 1.28
MYQUERIES
Users Can View the queries which they have registered in MYQUERIES Tab

Fig 1.29

BANK USERS
DASHBOARD
Fig 1.30
QUERY
MY QUERIES
Bank User can view the queries which they have registered

Fig 1.31
They can view the details of query by clicking on reqId and can change the status and give
remarks and upload files as shown in Fig 1.32
Fig1.32

FORGOT PASSWORD
Click on Forgot Password a model will pop up. Enter Your registerd email Id. You will be
redirected to reset password where you will have to submit OTP which is been received on
your mail and new passworg.

Fig 1.33

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