FieldCamp’s Command Centre streamlines Client Relationship Management (CRM) by enabling users to perform CRUD operations—Create, Retrieve, Update, and Delete—directly through natural language commands. This allows users to manage client data efficiently without manually navigating the CRM module.

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1. Creating Clients

You can create new client records by simply typing a command, such as:

  • “Add a new client named John Doe with email john@example.com and phone number 123-456-7890.”

  • “Create a client record for Jane Smith, company ABC Logistics, address 123 Main St.”

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Adding Custom Properties

  • If you have custom properties configured in your CRM table, you can also include them while creating clients.

  • Example: “Add a new client, Alex Brown, and set his industry as Construction and VIP status as Yes.”

Note: You can add up to 5 clients at once through the Command Centre.

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2. Retrieving Client Information

You can quickly access client details with commands such as:

  • “Show me all clients in Stanford area.”

  • “Can you pull up details for John Doe?”

  • “List all clients added this month.”

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3. Updating Client Information

You can modify client records effortlessly:

  • “Update John Doe’s email to john.doe@newemail.com.”

  • “Change the phone number of Jane Smith to 987-654-3210.”

  • “Set Alex Brown’s status to ‘Inactive’.”

  • “Update the industry field for all clients in ABC Logistics to ‘Freight & Transportation’.”

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Updating Custom Properties

If you have custom properties, you can update them as well:

  • “Update VIP status for John Doe to No.”

  • “Change payment terms for Jane Smith to ‘Net 30’.”

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4. Deleting Clients

To remove client records, you can use commands such as:

  • “Delete John Doe from the client list.”

  • “Remove Jane Smith’s record permanently.”

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Key Benefits

  • Efficiency: Manage clients without navigating multiple screens.

  • Bulk Actions: Create up to 5 clients at once via Command Centre.

  • Customization: Easily work with custom CRM properties.

  • Data Accuracy: Quickly retrieve and update client details.

FieldCamp’s Command Centre transforms client management into a seamless, conversational experience, making CRM operations more intuitive and productive.

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