Powered by Companies House (only applicable to UK companies), Customer Intelligence App displays Overview, Officers and Documents related to a Company, when the Company name is entered on the App or selected on an adjacent App.
2. Setting up and usage
The App can only be added to a Page by the Space Admin. Once added, anyone who has access to the Space can use the App.
Create a new Page or use an existing Page, as you see fit.
Select App from your internal App Store (typically listed under Marketing).
Load the App and search for a company name. Select a company from the presented list to see information under Overview, Officers and Documents tabs. Click on a Document to view it online.
If you like a demo with a Contacts App, we suggest you select our demo CapsuleCRM account. First select CapsuleCRM Contacts App from internal App Store (typically listed under Sales). Then enter the following credentials:
Contacts Apps, e.g. CapsuleCRM Contacts App, Salesforce Contacts App, etc. Select an Organisation from the Contacts App for Customer Intelligence App to automatically display a selection of matching companies for you to select. Once selected, it will display features listed in section 5 below.
Map App displays the location of the company when a company is selected on the Customer Intelligence App.
Enter a UK company name
Select the company from a matching list
See an Overview of the company
See names of Officers in the company
See a list of Documents filed
Click on document icon to read a specific document online.
6. Screen Shots
7. Release Notes
V1.0.0: 2015 Aug 30
8. Known Issues
Documents stretches outside the modal on right hand side (added to back list).