Brock-Invest-Service (1C:CRM. Module for 1C:ERP and 1S:KA2)

2023

Brok-Invest-Service began operations in 1991.

As part of the implementation, the following tasks of the company were solved:

1. Supervision (division of Clients between Main Managers, Processing of group change of Main Manager, Register "History of Partners Supervision").
2. Administrative settings (setting up profiles of the applied personal settings for users included in different groups and restricting access to edit these settings).
3. Restrict access to the partner master record and the ability to create leads/orders/claims depending on whether the partner has a master manager.
4. Restrict access to editing partner and counterparty card details depending on user rights.
5. Check that the phone numbers and e-mail numbers are filled correctly when entering the partner and contact person into the card.
6. Align the partner industry with Marketing.
7. Add order data from the json file to the requisition from the site (date, time, number and composition of the order); Import order data from the site (item and price) into the lead created from the requisition.
8. Calculate customer potential.