CRM · TRANXACT Help

Students and businesses before they are either — found, scored and pursued. Converting a student prospect opens an SLCM application; a business one opens an account.

RecordsProspectsStudents and businesses being recruited. Scoring explains itself; converting hands over to SLCM or opens an account.Open ReportProspect FunnelProspects by type, source and stage, with the pipeline value behind them.Open RecordsReferralsWho was referred, by whom, what became of it and what the referrer is owed.Open

Marketing

4

Campaigns, events and the segments they aim at.

RecordsCampaignsWhat is being run, to whom, at what cost and to what effect.Open RecordsEventsOpen days, webinars and fairs. A full event waitlists; attending counts for far more than registering.Open RecordsSegmentationSaved audiences. A dynamic segment is rebuilt from its criteria, so it cannot quietly go stale.Open ReportCampaign PerformanceReach, engagement, conversions and cost per conversion.Open

Broadcast

4

One composed message to the mailing list and every connected social channel at once.

WorkspaceBroadcast StudioCompose once, send to the mailing list and every connected social channel at the same time. A post that goes out three days after the email is not the same campaign — it is a second one that contradicts the first.Open RecordsBroadcastsEvery send, with what became of it. The rates are over what was DELIVERED rather than what was sent: an open rate over sends counts the bounces as people who did not open, which flatters a bad list and punishes a clean one.Open RecordsBroadcast ChannelsOne row per channel a broadcast goes out on. This is where the simultaneous part lives: an email row, an X row, a LinkedIn row, all pointing at one message and all sent together.Open RecordsNever Write To TheseAddresses that must never be written to again, whatever a list says. Separate from consent because they are different facts: consent is what somebody chose, and a suppression is what happened.Open

Sales

3

Pipeline from first touch to closed won.

RecordsLeadsOpen RecordsLead ContactsThe people at each lead: names, email, mobile and office numbers, titles and addresses. Import a contacts sheet after its leads sheet; each row is attached to its lead by the Lead Name it carries.Open RecordsOpportunitiesOpen

Forecasting & Quotas

10

What each salesperson is expected to close, what they are calling, and how the calls compare with what closed.

WorkspaceForecast BoardQuota, closed, commit, best case and pipeline for you and the people who report to you: attainment, weighted pipeline and coverage, your call for the period, and how past calls compared with what closed.Open RecordsQuota PlansA plan per fiscal year, cut into months, quarters or the year from the company's fiscal calendar. Activate one and the forecast board and the weekly snapshot read it.Open RecordsQuotasWhat each salesperson, team or territory is expected to close in a period, in money and units, optionally per product line.Open ViewQuota PeriodsThe months or quarters of each plan, as the fiscal calendar gives them.Open ViewForecast CallsEvery call made for a period: what the system saw, what the rep committed, and what their manager changed it to and why.Open ViewForecast SnapshotsA photograph of every salesperson's numbers each week, so forecast against actual can be read back afterwards.Open RecordsForecast CategoriesPipeline, best case, commit, closed and omitted, and which opportunity stages fall in each. A deal can be moved out of its stage's category with a reason.Open RecordsSales TeamsWho sells together and who manages them. A manager sees and rolls up their team's forecasts; a team may sit under another.Open RecordsSales Team MembersThe people in each team.Open RecordsSales TerritoriesWhere each team sells: countries and regions. A territory can carry a quota of its own.Open

Lead Scoring

3

Which leads are worth a call: weighted rules or a model learnt from your own history, grades A-D, and what happens at each line.

RecordsLead Scoring ModelsHow leads are scored: weighted rules on what a lead is and what it has done, or a model trained from the leads you converted and lost. One is active; grades A-D, and what happens at each threshold.Open RecordsLead Scoring RulesA rules model's lines: what is tested, and the points it adds.Open ViewLead Score HistoryEvery score a lead has been given, by which model, and what it set off.Open

Order to Cash

Quotation, order, delivery, shipment.

Selling

6

Quote to cash: quotation, order, delivery, shipment — each stamped with the location and warehouse it belongs to.

ViewQuotationsOpen ViewSales OrdersOpen ViewDeliveriesOpen RecordsShipmentsOpen ViewQuotation ApprovalsEvery signature a quotation is waiting for, in the order they are collected. A quotation is sent to the customer only once every level has approved.Open RecordsQuotation Approval RulesWhich quotations an approver has to check before they go to the customer, and who. A quotation a rule covers cannot be sent, or turned into an order, until every approver has signed; one no rule covers is sent as it always was.Open

Signatures

2

Documents sent to the other party to sign electronically, and who may sign them for the company.

WorkspaceE-SignatureContracts, orders and agreements sent to the other party to sign, and how far each one has got. One is sent from the document itself; the signed copy comes back onto the record with a certificate of who signed it and when.Open WorkspaceSigning AuthorityWho may sign these documents on behalf of the company, and up to what value. The authority comes from a role; the limits are set under Platform.Open

Service & Engagement

After the sale: calls, cases, field work, listening, and who is drifting.

Interaction Centre

8

Calls, chats and meetings with customers: the queues they wait in, who is available to take them, and what each one turned out to be about.

WorkspaceInteraction DeskWhat is waiting, who is available, and what is happening right now. Click to call, take a call, and close it with what it was about.Open RecordsInteractionsEvery call, chat, meeting and message with a customer. The disposition is the field that makes a desk countable and the one most often left empty.Open RecordsQueuesWhat customers wait in. The columns are the promises a desk makes: answer within this many seconds, offer a callback rather than hold past this.Open RecordsQueue StaffingWho staffs each queue and how good they are at it. The proficiency is what makes skill-based routing worth having: everybody can take a billing call, and three people should.Open RecordsWho Is AvailableWhere each person is right now, and whether the platform agrees. They disagree constantly — somebody on a Teams call is on a call whether or not the desk knows — and the disagreement is shown rather than reconciled away.Open RecordsRecordingsWhat was recorded, whether the caller was told, and when it must be destroyed. Most regimes cap how long a recording may be kept, and nobody deletes what has no date on it.Open RecordsDispositionsThe reasons a call can be closed with. Configuration rather than free text, because a disposition somebody types is a disposition nobody can count.Open RecordsConnected ChannelsTeams, Zoom, Twilio, a contact centre, an email provider — what this company can actually reach a customer through, and what each one is capable of. Microsoft Teams calls, meetings and presence are set up here: register an app in Microsoft Entra, grant it the Graph application permissions Calls.Initiate.All, OnlineMeetings.ReadWrite.All, Presence.Read.All and CallRecords.Read.All with admin consent, enter its tenant id and client id below, save its client secret with "Set the credential", then press "Test it" — the test names anything still missing. TRANXACT starts the call or meeting and logs it; the conversation itself happens in Teams.Open

Service

2

Support cases and the field work they trigger.

RecordsService CasesOpen RecordsField Work OrdersOpen

Service & Feedback

5

Front-line requests, consent, and what people tell you.

RecordsConciergeQuestions and needs from people who are not yet, or no longer, customers — with an SLA on the reply.Open RecordsSurveys & FeedbackNPS and satisfaction. A detractor raises an intervention rather than sitting in a report.Open ViewSurvey ResponsesEvery answer, classified. Promoter, passive or detractor is computed, not typed.Open RecordsCommunication TemplatesReusable messages with merge fields, so what is sent is consistent and reviewable.Open RecordsCommunication ConsentWho may be contacted, on which channel, for what, and on what lawful basis. Campaign builds exclude anyone who has opted out.Open

Engagement & Retention

4

Who is engaged, who is drifting, and what is being done about it.

ReportEngagement TrackingWho is engaged, how recently, and whether they are warming up or going quiet.Open ReportRetentionWho is drifting away, with the reasons and a recommended action.Open ViewIntervention ManagementTurning a risk into a plan somebody owns. A playbook fills in the steps.Open ReportYield ManagementOf those admitted, how many actually arrive — by term and program.Open

Inbox & Calendar

4

Your own mailbox and calendar, logged into CRM against the people and companies involved, on your terms.

WorkspaceMailbox ConnectionsYour Microsoft 365 or Google mailbox and calendar, logged into CRM as emails and meetings against the people and companies they involve. Nothing is read until you opt in; you choose what is kept.Open ViewMailbox Sync RunsEach time your mailbox was read: how much, what was logged, and what was left out.Open ViewMailbox Sync LogEvery message and meeting your mailbox sync looked at, and what became of it. Yours only.Open RecordsMailbox AppsThe company's app registrations at Microsoft (Entra ID) and Google, through which each person connects their own mailbox. The client secret is sealed and never shown.Open

Customer Portal

2

Customers signing in to see their invoices, orders, quotations and cases.

RecordsCustomer Portal UsersPeople at your customers who sign in to the customer portal to see their invoices, orders, quotations, cases and returns: invited by email, held to their own account, with a second step where you require one. The supplier portal's people are in Supply Chain.Open RecordsCustomer Portal SettingsWhat the customer portal offers -- paying online, accepting quotations, raising cases, asking for returns -- and how its sign-in is kept: two-step, session length, lockout.Open

Automation

4

What runs on its own: renewals, stale pipeline, churn, lead routing, follow-ups, case assignment and field dispatch.

RecordsSales Automation RulesRenewals, stale pipeline, churn, lead routing, follow-ups, case assignment and field dispatch: each switched on here, with its limits and strategy. What a rule may change is the company's autonomy level for its key.Open RecordsFollow-up SequencesTimed follow-ups: each step is a task for the owner or an email to the person, so many days after the start. A sequence may take every lead routing hands out.Open RecordsFollow-up EnrolmentsWho is going through which sequence, and when the next step is due.Open RecordsTechnician SkillsWho can be dispatched to what, where, and how many visits a day. Field dispatch picks the least busy available technician with the skill in the customer's country.Open

Retail & Channels

Selling over the counter and through online shops and marketplaces.

Point of Sale

6

Selling over the counter: tills, sessions, tickets and returns, and the end-of-day report to the ledger.

WorkspacePOS TerminalThe till: open a session with its float, scan and sell, take cash, card or both, take returns, and close with a cash count. Works through a short outage and catches up.Open ViewPOS SessionsEach cashier's shift on each till: float, takings, the count and the over or short.Open ViewPOS TicketsEvery sale and return rung up, with its tax and how it was paid.Open RecordsPOS Z ReportsThe end of a closed session: takings summed and posted as one journal, and the stock issued.Open RecordsPOS StoresA shop: where its stock comes from, what it charges, its tax, its card provider, and the ledger accounts its takings post to.Open RecordsPOS RegistersThe tills in each store.Open

Sales Channels

6

Online shops and marketplaces: orders in, stock and tracking out, payouts to reconcile.

RecordsChannel ConnectorsShopify, Magento / Adobe Commerce and Amazon: orders come in as sales orders once, stock and tracking go back out. Webhooks are checked against the connector's own secret. A sandbox connector runs sample payloads through the same import.Open RecordsChannel SKUsWhich item each channel SKU is. An order with an unmapped SKU is held, naming it, until it is mapped here.Open ViewChannel OrdersEvery order a channel sent, once each however often it arrived, and the sales order it became.Open ViewChannel WebhooksEvery webhook received: whether its signature checked out, and what was done with it.Open ViewChannel Sync RunsEach order pull, stock push, fulfilment and payout import, with what it did.Open ViewChannel PayoutsWhat each marketplace paid out, after its fees and refunds, for reconciling to the bank.Open

Utilities

A customer information system for a utility or a city: accounts, meters and IoT reads, billing, the counter, collections and field work.

Utilities

6

The utility at a glance, its customers' accounts and premises, and what the public asked for.

WorkspaceUtilities DashboardThe key figures of the utility first: accounts, meters reporting, read exceptions, the bill run, billed and collected, what is owed over 60 and 90 days, arrangements, disconnects and open work — each a link to its list.Open RecordsService AccountsA customer's utility account: class, cycle, contact, paperless and autopay, the life-support flag, and the deposit and credit the utility holds. Open one for its 360 view.Open RecordsPremisesEvery place that takes service: address, parcel (APN), district, read route and walk order, map point, and the services it can take.Open ViewService AgreementsAccount × premise × service × rate plan, from its start to its stop. Made by Start service, ended by Stop or Transfer; the rate plan can be changed here.Open ViewCustomer RequestsWhat the public and portal customers asked for — start, stop or move service, a leak or an outage, an arrangement — waiting for somebody to review it.Open ViewPortal Account LinksWhich customer portal sign-in sees which utility account, and how it was linked.Open

Utility Meters & Reads

9

Meters, IoT devices and their alarms, reads from every source, and the ones that did not look right.

RecordsMetersEvery meter: serial, service, make and model, size, unit, multiplier and dials, how it is read, where it is installed and its last read.Open RecordsIoT DevicesAMI and IoT endpoints that post their own reads: each with a key the server makes and a secret shown once, its health (last seen, battery, signal) and its alarms.Open ViewDevice AlarmsBattery, tamper, leak and reverse-flow alarms the devices raised. A leak or tamper raises a service order by itself.Open ViewMeter ReadsEvery read from every source — the reader, an AMR file, an IoT device, the field, the portal, an estimate — with its consumption and what billed it.Open ViewRead ExceptionsReads that did not look right — high or low against the meter's history, no use at a live service, gone backwards — held from billing until somebody accepts, rejects or re-reads them.Open ViewRead Files (AMR)A handheld or AMR drive-by file of reads: each line checked on its own, duplicates counted, bad lines named.Open ViewMeter HistoryEvery install, exchange and removal: which meter, where, the start and end reads, and the order that did it.Open RecordsMeter TestsBench and field accuracy tests of meters, pass or fail.Open RecordsRead RoutesThe reading books: which premises, in what walk order, read how and by whom.Open

Utility Billing

7

Rate plans and cycles, bill runs from preview to the receivable, and every bill.

RecordsBill RunsA cycle billed in four steps: preview, review the exceptions, approve (somebody other than who previewed it), post to the receivable.Open ViewUtility BillsEvery bill: the run it came from, the account, the charges, what was owed before, what is due, and the AR invoice it became.Open ViewLeak AdjustmentsCredits for water lost to a repaired customer-side leak, by the company's policy: how much was billed, the account's normal use, the excess and the credit, who asked, who approved, and the bill that shows it. Asked for from a posted bill (Utility Bills › Leak adjustment).Open RecordsRate PlansWhat each service costs: the customer charge, block rates (with summer and winter blocks), fees, a minimum bill, the tax code the company's tax engine rates, and the dates it applies.Open RecordsRate BlocksThe usage blocks of each plan: from and to (blank: no ceiling), the rate per unit, and the season.Open RecordsRate FeesFees on a plan's bills: a fixed amount, an amount per unit, or a percentage of the service's charges, taxable or not.Open RecordsBilling CyclesGroups of accounts read, billed and due together.Open

Utility Cashiering & Payments

9

The counter and its supervisor, and every way money comes in and goes back.

WorkspaceCashieringThe counter: open a drawer session with its float, find the account, take cash, check, card or money order, take a deposit, ask for a void, close with the count.Open ViewCash ApprovalsFor a supervisor: voids the cashiers asked for and drawer closes waiting to be approved — never their own.Open ViewUtility PaymentsEvery payment on a utility account — counter, mail, lockbox, bank, portal, autopay — what it paid, what became a credit, and any void.Open ViewCash SessionsEach cashier's session on a drawer: the float, the takings, the count, the over or short, and who approved the close.Open RecordsCash DrawersThe drawers at the counter.Open ViewOnline PaymentsPay-now from the customer portal, handed to the payment provider and posted when the provider confirms it.Open ViewLockbox & Bank FilesA lockbox or bank file of payments: each line posted once by its reference, duplicates and bad lines named.Open ViewAutopayAccounts paid automatically by a card kept in the card vault: the mask, the consent and when it was given. Each posted bill becomes a one-off charge on its due date.Open ViewRefundsCredit balances and deposits paid back to customers.Open

Utility Collections

3

What is past due and what to do next: notices, late fees, arrangements, disconnects, write-offs.

ViewCollections WorklistEvery account with money past due, worst first, with the next step: a notice, a final notice, a disconnect order — or, for life support, a call. Run collections to send the notices and charge the late fees.Open ViewPayment ArrangementsPast-due balances split into installments: requested from the portal or set up by staff, paid down by payments, broken when one is missed.Open ViewCollection ActionsThe collections trail: every notice (and whether it was emailed or printed), late fee, arrangement, disconnect, block and write-off.Open

Utility Field Service

3

Work at the premises, and each technician's own list.

RecordsUtility Service OrdersField work at a premise — start, stop, transfer, meter install or exchange, re-read, disconnect, reconnect, leak, high bill — assigned to a crew member and completed with the read or the new meter.Open ViewMy Service OrdersThe field technician's own orders for today and after, most urgent first: start each, then complete it with the read or the new meter.Open RecordsUtility SettingsThe company's own numbers: grace and notice days, the late fee, the reconnect fee, deposits, read checks, the ledger accounts, and whether the public forms are open. One row; the shipped defaults apply until it is saved.Open

Reporting

The catalog, the pipeline among it, and what comes next.

Reporting

2

Executive, management, operational and audit reporting over this module’s records.

ReportReports & AnalyticsThe report catalog for this module, and the models behind it — dimensions and key figures you can rearrange, filter, total and export.Open ReportPredictive & PrescriptiveWhere this module’s measures are heading, how much that projection is worth, and what to do about it while there is still time.Open

More

Reachable by link

10

These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.

RecordsCustomer SitesOne customer, several places. Purposes are independent flags because one site is very often both ship-to and bill-to.Open RecordsCustomer · Selling ContextThe same account seen from one of your own business units — different terms, different price list, different salesperson, and all of them right.Open RecordsCustomer · FinancialTerms, payment method, how invoices are grouped and what happens when they do not pay — at account level, or overridden per site.Open RecordsCustomer · Credit ProfileThe limit, what it is made of, what happens when it is reached, and what security is held against it. Reviewed on its own cycle by different people.Open RecordsCustomer · RelationshipsWho acts for whom. A parent that pays a subsidiary, a buying group, a guarantor — and whether the exposure rolls up.Open ViewInteraction EventsThe transfers, the holds and the conference joins — what a supervisor reads when a customer says they were passed around four times.Open ViewRecipientsOne row per person per broadcast, with what became of it — and why it was not sent where it was not. "No consent", "hard bounced before", "duplicate address" and "on the suppression list" are four different problems and three of them are fixable.Open WorkspaceUtility Account 360One account on one page: premises and services, meters and the usage chart, bills, payments, balance, arrangements, service orders and the contact log.Open ViewBill LinesThe charges on each bill, block by block.Open ViewArrangement InstallmentsEach installment of each arrangement: due, paid, missed.Open