CRM

Publication date: June 11, 2024
Last edited: August 13, 2025

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Added: Additional organization settings for the number of available devices and disk space. The organization tag directory has been updated. Template examples have been provided.
Templates are available for download from the IT-Screen FTP server: https://update.it-screen.com/Template_for_CRM/

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Customer Relationship Management — a system that helps manage business operations. It contains a database of clients and contracts, tracks transactions, enables process analysis, and generates documents (reports, acts, etc.).

The main function of CRM is to automate document flow (creation of contracts, acts, reports) between the parent organization and counterparties.

The main page of the CRM section is divided into three functional areas:

1. Your Parent Organization — the client's organization created during registration in the IT-Screen service (creating a personal account).
2. Organization List — a list of all counterparties, including your own organization.
3. Record List — a history of all actions (document generation) for each organization.

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Your Parent Organization

Organization — the main entity in CRM, within which records are created and documents are generated.

Without creating a parent organization, it is impossible to register any device in the IT-Screen network. The creation algorithm is described here.

Editing the Organization

Fill in the main organization details.

Tip

Fill in the fields as completely as possible — this information, together with CRM tags, will help automate the creation of documents (contracts, acts) according to the prepared templates.

Note

Organization settings include technical parameters:

• Available devices — the maximum number of the client's devices in the IT-Screen network.
• Available disk space (GB) — the maximum size of the content library.

Both parameters are set by the system administrator.

Organization List

Displays all organizations created by the user.

List Management Controls

1 – Total number of organizations.

2 – Search filter by name.

3 – Edit/Delete organization.

Tag Directory

Tags in CRM allow you to automate the creation of documents (contracts, acts) according to prepared templates.

Table 1. CRM Tags

№	Element Name	Element Tag	Description (example of use)
1	Detailing	${detailing}	Contains comprehensive component information such as 1. Name, 2. Duration, 3. Cost, 4. Number of impressions.
2	Tag in words	${tag_from_list_words}	Converts numeric values into words in documents where required. Relevant for all financial documents. Example: ${element_total_cost_words}
3	Component name	${element_title}	Component name in the layout
4	Duration	${element_duration}	Component duration in the layout
5	Type	${element_format}	Component type (image, video, document — all supported formats)
6	Size	${element_filesize}	Component file size
7	Resolution	${element_resolutions}	Component resolution (for image and video types only)
8	Creation date	${element_creation_date}	Date the element was uploaded to the Library
9	Uploaded by user	${element_uploaded_by}	Username of the person who uploaded the element to the Library
10	Organization	${element_organization}	Organization name
11	Description	${element_description}	Description of the element from the Library
12	Number of impressions	${element_impressions}	Number of impressions for the selected period
13	Price per impression without VAT	${element_elementCost}	Set price for one impression without VAT
14	Price per impression with VAT	${element_elementCostVAT}	Set price for one impression including VAT
15	Price per second without VAT	${element_cost_one_second}	Set price for one second of display without VAT
16	Price per second with VAT	${element_cost_one_second_vat}	Set price for one second of display including VAT
17	Total cost without VAT	${element_priceWithoutVAT}	Calculated display cost without VAT
18	VAT amount	${element_elementVat}	VAT amount
19	Total number of seconds	${element_number_seconds}	Calculated number of seconds for component playback
20	VAT rate (%)	${element_vat}	VAT percentage
21	Total cost	${element_total_cost}	Calculated total display cost
22	Document number	${document_number}
23	Document date	${document_date}
24	Period	${element_period}
25	Customer: name	${customer_title}
26	Customer: UNP	${customer_unp}
27	Customer: represented by	${customer_represent}
28	Customer: signer's initials	${customer_signer}
29	Customer: basis	${customer_legality}
30	Customer: address 1	${customer_address1}
31	Customer: address 2	${customer_address2}
32	Customer: e-mail	${customer_email}
33	Customer: phone	${customer_phone}
34	Customer: bank	${customer_bank_name}
35	Customer: IBAN (account)	${customer_account_number}
36	Customer: BIC SWIFT	${customer_bic}
37	Customer: note	${customer_note}
38	Executor: name	${executor_title}
39	Executor: UNP	${executor_unp}
40	Executor: represented by	${executor_represent}
41	Executor: signer's initials	${executor_signer}
42	Executor: basis	${executor_legality}
43	Executor: address 1	${executor_address1}
44	Executor: address 2	${executor_address2}
45	Executor: e-mail	${executor_email}
46	Executor: phone	${executor_phone}
47	Executor: bank	${executor_bank_name}
48	Executor: IBAN (account)	${executor_account_number}
49	Executor: BIC SWIFT	${executor_bic}
50	Executor: note	${executor_note}

CRM Work Area — Records

Displays all actions performed in CRM (generated documents, notes, etc.). Records are added in chronological order.

All saved records are added to the work area in chronological order.

Table 2. CRM Work Area

Work area element	Description
	Unique record identifier
	Record creation/edit date / record author
	Record title Main text of the record
	Record author
	Record management tools Edit / Favorite / Delete

Actions in the CRM Work Area

Keeping records allows for a simple document flow between organizations.

Creating a Record

1. Click .
2. Fill in the fields using the web editor:
   • Record Title — short description.
   • Input Field — main text.
   • Sliders — access rights settings.
   • Favorite — pin the record.

Tip

Although form fields are not mandatory, it is recommended to fill them in for convenience.

Note

A record can only be deleted by its author or an administrator.

Document Generation

Creating a Document Template

A template is created in Microsoft Word using tags, then uploaded to the Library.

Example of a Contract Template

Generating a Document

To correctly generate a document, all organization fields (counterparties, participants in the document flow) must be filled in, and a document template must be uploaded to the Library.

Steps to Generate a Document in CRM

1. In the work area, click .
2. Fill in the form and select a template
   
3. Click .

The document will appear in the work areas of the counterparties.

Example of an Active Contract

Contract Template Example	Contract generated by CRM from template

Note

The document shown is for example purposes only. Any resemblance is coincidental.

Act Generation

Creating an Act Template

This process is similar to document generation but uses a different template structure. The prepared act template must also be uploaded to the Library.

Example of an Act Template

Generating an Act

Steps to Generate an Act in CRM

1. Click .
2. Fill in the form and select a template
3. Click .

Note

If the is inactive — fill in all required fields in the Generate New Act form.

After clicking , the act will be generated.

The act will appear in the work areas of both counterparties, where it can be downloaded via a link.

Example of an Act

Act Template Example	Act generated by CRM from template

Note

The act shown is for example purposes only. Any resemblance is coincidental.

Templates

Templates used in this article can be downloaded from the IT-Screen FTP server:
https://update.it-screen.com/Template_for_CRM/