Customers Quick Start

EvergreenWorx Customers is a configurable software application designed for small businesses with the need for maintaining information about their customers. Major supported business functions include:

• Storage and maintenance of company and contact details
• Tracking and qualification of Lead information
• Identification and development of Opportunities
• Processing of Sales Orders
• Provision of customer support via Case management
• Document storage and auditing
• Powerful chart and dashboard-driven business intelligence

EvergreenWorx Customers is hosted on your organization’s exclusive Microsoft Azure tenant. The Azure tenant, Active Directory security and all data, are fully controlled by your organization. Your IT team has full security administration control. EvergreenWorx can share tenancy with your existing Microsoft platforms, such as Office 365, Teams, SharePoint or Dynamics. It takes advantage of Azure’s SSO security integration, high availability and easy disaster recovery features. EvergreenWorx is designed to easily integrate with other Microsoft technologies.

If you have not already installed the Customers application please refer to Getting Started Overview.

Users

Set up individual Users and select the Security Roles that will be applicable to each User.

Standard roles include the following:

• • Admin – this role has advanced ability to modify records, users, and system behavior
  • User – this role provides access to the key functions such as creating, editing, and deleting records
  • Read-Only – a more restrictive role which limits users to viewing records

You can also assign a User to be the “Manager” (supervisor) for each User, to match your company organizational structure.

Please refer to User Management to review the procedure for setting up Users.

Map Config

To enable the mapping to work correctly, provide the Azure map key and set the initial zoom level. We recommend setting a zoom level value of 2 to start with (this is the default setting; the range of acceptable values is 1-9)

Lookup Values

Below is a list of areas where you can configure lookup values (picklists) for fields. By setting these values, you can assist users with consistency and accuracy in data entry.

Leads

Before working with Leads, define and set up values for the following fields (note: the following steps will be used when setting up each field):

1. Click on “+New” to create each record, then fill in the required fields and press Save.
2. All created records can be searched for and selected to associate with the appropriate entity:
   • Lead Sources: used to categorize where leads originated. Some examples of categories include: Advertisements, Sales Calls, Trade Shows, etc.

Cases

Before working with Cases, define and set up values for the following fields (note: the following steps will be used when setting up each field):

1. Click on “+New” to create each record, then fill in the required fields and press Save.
2. All created records can be searched for and selected to associate with the appropriate entity:
   • Case Categories: used to categorize the types of cases. Some examples of categories include: Incidents, Problems, Requests, etc.
   • Case Priorities: used to prioritize cases according to their importance to the customer. Some examples of priorities include: High, Medium, Low, etc.
   • Case Severities: sed to categorize cases according to the effect on the customer’s business. Some examples of severities include: Critical, Major, Minor, etc.

You can now switch back to the Services area to start working with the main section of the application.  You might find the following sequence of setup to be most useful.

Customers

• Define and set up Accounts.
• It may also be useful to set up Contacts for each Account if they are available.

Sales

• Define and set up existing Leads.
• Define and set up existing Opportunities.
• Define and set up existing Sales Orders.

Service

• Define and set up existing Cases.

More Knowledge

Now that you have completed the recommended minimum steps to get up and running, you may find the following resources helpful in further using the application.

Click any of the links below to learn more about the features shared across EvergreenWorx applications:

• How to use Dashboards | EvergreenWorx
• Navigating the application | EvergreenWorx
• Timeline | EvergreenWorx
• Activities | EvergreenWorx
• Settings | EvergreenWorx

If you are interested in discovering our other applications, use the following links to get an overview of each of our products:

• Contracts | EvergreenWorx
• Employees | EvergreenWorx
• Expenses | EvergreenWorx
• Maintenance | EvergreenWorx