Intro to Customer Lifecycle Management

All entities support Record types, which is a functionality that enables the system to store different types of data related to each entity, and to provide different functionality.

The Customer Lifecycle Management (CLM) system consists of the following main areas:

Core Entities

Contacts - Manage internal and external contacts. All users in Deem Insight must be created as a contact before the user account can be created.
Activities - Manage and track activities such as calls, meetings, and follow-ups. Activities are typically simpler tasks compared to issues.
Issues - Handle more complex tasks and problems that require tracking, workflows, and resolution. Issues are typically linked to projects and can have sub-issues.
Milestones - Track project milestones and key deliverables. Milestones are related to projects and can be managed from the project page or admin menu.
Opportunities - Manage sales opportunities with expected amounts and probabilities. Similar to activities and issues but focused on sales pipeline management.
Accounts - Manage customers, suppliers, and other account types. Supports reports, contacts, projects, assets, and orders related to each account.
Assets - Track and manage assets linked to accounts and products. Assets require both an account and product to be created.
Projects - Manage projects with settings for responsible parties, owners, contract amounts, and time tracking. Projects can have related issues, milestones, activities, and assets.
Orders - Manage customer orders with order lines and attachments. Orders can be linked to reports for detailed analysis.
Processes - Manage business processes used in the CLM system.

Product Management

Products - Manage product catalog with settings for business areas, product groups, and suppliers. Products can have related assets, versions, and attachments.
Product versions - Manage different versions of products with release dates and related issues.
Product groups - Organize products into groups for better categorization and management.

Configuration and Settings

Business areas - Define business areas to connect users or create separate organizational structures.
Business units - Create hierarchical business unit structures for filtering reports and organizing users. Business units can be used to control data access.
Priorities - Configure priority levels (critical, high, medium, low) for activities and issues. Set default priorities for different task types.
Countries - Maintain a list of countries used in accounts and contacts throughout the CLM system.

Record Management

Records - View and manage all records in Deem Insight. Records provide an overview of relations and configurations for each entity.
Record types - Configure different types for records, enabling separation and customization of entities. Set default record types, access levels, and default statuses.
Statuses - View standard statuses and create custom ones. Some statuses are available for all records, while others are limited to specific entity types.
Record properties - Create custom fields (record properties) that can be added to forms. Custom fields automatically create database fields with the naming convention “key + __c”.
Forms - Create custom forms with field groups and properties for CLM parts. Forms allow you to add custom fields to accounts, projects, orders, and other CLM entities.
Resolutions - Configure resolution types for activities, issues, and opportunities. Standard resolution values are available, and custom resolutions can be created.
Type related to reports - Connect reports from various business areas to different CLM parts (accounts, projects, etc.). Configure which reports are available for which CLM parts and control access by roles.