ISFA-CRM

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Functional Specification


Masters and Administrative


Organization Level Masters


  • Company Master
  • Operation Master
  • Role Master
  • Role Operation Matrix
  • Scope Master
  • Scope Data Matrix
  • Employee Master
  • User Master
  • Holiday Master
  • Period Master
  • Leave Type Master
  • Geographical Masters (Zone/ State/ Place)
  • Business Unit
  • Sales Business Unit

Division Level Masters


  • Division Master
  • Designation Master
  • Position Master
  • Territory Master
  • Territory Place Matrix
  • Leave Rule Creation
  • Leave assignment
  • Customer Class Master
  • Work Flow Management
  • Fare Master
  • Allowance Master
  • Other Expense Head Master
  • Specialty Master
  • Service Master
  • Service Category Master

Material Masters:

Masters related to Materials


  • Material Master
  • Material Group Master
  • Material Sales Group Master
  • Brand Master
  • Therapeutic Master
  • Product Promotion Campaign

Territory Masters:

Masters related to geographical (logical) hierarchy.


  • HQ Master
  • HQ Place Matrix

Geographical Masters:

Masters related to geographical (actual) hierarchy.


  • City Master
  • State Master
  • Zone Master
  • Country Master

Period Master:

Masters related to periods.


Reason Master:

Masters related to reasons.


    Parameter List Master:

    Masters related to parameter listings.