CRM system and tenant's Screen Shots.pptx

CRM related details and implementations

1. Only in one place Payment details?

2. Need to review what note fields are required (match new letters etc.)

3. Order of fields needs to be changed about to be more user friendly Only in one place Not needed for quotes – needed for PSR? Check with Dan Gray Fits more with the Post Acceptance Actions/Consents section Via GIS? Not part of min info but needs to be flagged up when it falls into these areas (polygon in GIS) Not part of Min Info but needed Should be reportable from the site and not needed here Acceptance question for isolations

4. Don’t need to see this – background? For complex quotations need to link to GIS – can be more than two properties Is the Traffic Management type required here or MRS/Street works app?

5. Dealt with within follow on Live/Dead check if required Include SSSI, Infill, LPG from polygons in GIS here? Post Acceptance Actions

6. Under finance Auto populated upon SAP Service ID Speak to Debbie Bull. Multiple voucher numbers need to be captured?

7. Speak to Nigel Winnan about future requirements Against the sites? Need to able to extract into a list though like we can now so this may need to stay? Speak to Emma Luff about future requirements

8. Background?

9. Background?