Browser interface version 1.0

The Web Browser Module enables users to access ProgressCRM via a web browser.

It provides the same contact management functionality that is provided within the Windows based application including searches, creation, viewing and editing of contact information, which means that the power of ProgressCRM can be easily extended to outworkers, volunteers, and branch offices.

The Browser Module is the ideal solution for:

• Remote users - people working from home can access ProgressCRM data without needing a Citrix, terminal services, VPN connection or similar
• Local groups / branches etc - users at local groups / branches can access 'their' records
• Ad hoc users, office based - people who occasionally need to access details in ProgressCRM

The Browser Module follows the look and feel of the ProgressCRM Windows interface. It has the ‘Outlook' bar on the left, names and address details in the centre of the screen, other information organised into tabs in the lower section of the screen. Users familiar with ProgressCRM should have no difficulty using the Browser Module.

Database security

Access to data via the Browser Module is based upon the security defined in ProgressCRM. Records of permitted users specify a unique user id and password for each user, each being a member of one security group.

These Security Groups define the data that can be accessed (e.g. membership, bank accounts etc.), the access allowed to any type of data i.e. read only, or whether insert, update, deletion actions are permitted; and the functions that the members of the security group can use.

Functionality

The Browser Module follows the design of the existing Windows program, except that the Browser Module will not allow details to be edited until an 'edit' button has been pressed.

Contact Management features and functions

• People and Organisation - Name and address details are in a view that combines the Contact and Organisation view. When accessing a person's details, the name information is displayed on the left hand side of the screen, with address information on the right hand side. Wnen accessing an organisation or address record, the organisation's address details will be shown the other way round to the above.
• Contact management- New contacts can be added to the database. The add record function displays the search form to check for existing or duplicate data prior to adding a new contact. If only a subset of the database has been made available to the user, the check only operates on that subset, not the entire database.

After checking for duplicates the following additional options are available:

• New Person at a new address
• New Organisation at a new address
• New Address for person currently displayed
• New Person at organisation/address currently displayed
• New Address for person selected in search
• New person at address/organisation selected in search.

Users can delete and archive as in the Windows program. They can also add ‘blocks' for contact by mail, phone, email and SMS; or for ‘Reciprocal contact'.

• Post-it notes - Existing post-it notes will be displayed when a record is retrieved, and can be edited or removed. New post it notes can be added.
• Copy to clipboard - Users can copy a contact's name and address to the Windows clipboard to be pasted into a letter if required.
• Audit log entries - for the contact may be viewed
• Email - can be sent to a given contact
• Website - address for a contact can be browsed.
• Use as only an internal Address Book System- This is enabled by turning off the notebook section at the bottom of the screen, and applying restrictions on what can be added or edited.
• Customisation- You can add your own organisation's logo to the login page to make it ‘your own'