AgCRM
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    • Event Types
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  • Activities
    • Calls
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    • Schedule
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Select Company

Select Customer

Customers
Edit Customer ID Name Staff Contact Site Consumers^ Last Visit Next Visit Active Clone Delete

Add / Update Customer

Clone Row

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Delete Customer

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People
Edit People ID Name Group User Login Address Region Vehicle Back Color Text Color Language Office Phone Mobile Phone Email Photo File Roles^ Active Clone Delete

Add / Update People

Clone Row

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Delete People

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Groups (Departments)
Edit Group ID Name Active Clone Delete

Add / Update Group

Clone Row

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Delete Group

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Vehicles
Edit Vehicle ID Plate Make Model Year* Odometer* Serviced Active Clone Delete

Add / Update Vehicle

Clone Row

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Delete Vehicle

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Products
Edit Product ID Name Price* Active Clone Delete

Add / Update Product

Clone Row

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Delete Product

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Resources
Edit Resource ID Name Active Clone Delete

Add / Update Resource

Clone Row

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Delete Resource

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Regions
Edit Region ID Name Active Clone Delete

Add / Update Region

Clone Row

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Delete Region

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Sites
Edit Site ID Name Street City State* Postal* Region Latitude Longitude Active Clone Delete

Add / Update Site

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Delete Site

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Consumer Types
Edit ConType ID Name Active Clone Delete

Add / Update Consumer Type

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Delete Consumer Type

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Calendar Event Types
Edit EvtType ID Name Active Clone Delete

Add / Update Consumer Type

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Delete Calendar Event Type

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Trip Types
Edit TripType ID Name Active Clone Delete

Add / Update Consumer Type

Clone Row

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Delete Trip Type

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Phone Calls
Edit Call ID Staff Contact Start Time End Time Notes Active Clone Delete

Add / Update Call

Clone Row

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Delete Call

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Orders
Edit Order ID Order Code Staff Member Customer Product Package Count* Package Units / Package* Order Price* Ordered Expected Arrived Backorder Active Clone Delete

Add / Update Order

Clone Row

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Delete Order

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Schedules
Edit Schedule ID Type Title Start Time End Time People^ Sites^ Resources^ All Day Active Clone Delete
Calendar

Add / Update Schedule

Clone Row

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Delete Schedule

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Business Trips
`
Edit Trip ID Trip Type Staff Contact Starting Time Ending Time Starting Site Ending Site Vehicle Mileage* Lodging* Meals*Notes Active Clone Delete

Add / Update Trip

Clone Row

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Delete Trip

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Companies
Edit Company ID Name Contact Address Email Phone Active Clone Delete

Add / Update Company

Clone Row

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Delete Company

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User Permissions
Edit Permit ID User Customer T-Calls T-Company T-ConType T-Customer T-EvtType T-Group T-Order T-People T-Permit T-Product T-Schedule T-Site T-Trip T-TripType T-Region T-Resource T-User T-Vehicle Clone Delete

Add / Update Permit

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Delete Permit

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Users
Edit User ID Login Password Expire Date Administrator Active Clone Delete

Add / Update User

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Delete User

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