Current Terminology |
New Terminology |
Description |
Project |
|
Container for all information related to project |
Project Info |
|
Project meta data such as completion date etc. |
|
|
|
Products and Services Forms |
Request Form |
Form used to specify products and services |
Quotes |
|
Coming soon: Project pricing sent for approval |
Orders |
|
Coming soon: Once a quote is approved it turns to an order |
Messages |
|
List of messages from business service provider to client user and back. |
Activities |
|
Audit trail of all activities on a project |
Files |
|
Files associated with a project |
Team |
|
|
Service provider (Company) |
Business Service Provider |
An internal or external group that provides services to customers |
Service Provider (User) |
Account Representative (when showing to Clients) |
The client facing business service provider user who interfaces with customers |
Co-workers |
|
Other business service provider users who may or may not interact with customers |
Configurations |
Configuration |
|
Client (Company) |
|
A client company that sends project requests to a business service provider |
Customer (individual) |
|
A client user that manages projects |
Customers (Tab and Dropdown) |
Teams |
Entire set of users including client users and business service provider users |
Customer Space |
Workspace |
A branded collaborative space used to create projects and collaborate |
Products and Services Forms |
Request Forms |
A form describing requirements for products and services that is used to request projects |
Service Provider Branding |
(Your) Branding |
Logo and color settings for business service provider pages |
Customer Branding |
Client Branding |
Logos and colors for customer workspaces |
|
|
|
Image Customization |
Brand Images |
Logo for customers |
Login customization |
Login Colors |
Colors shown on business service provider login page |
Header customization |
Header Colors |
Colors shown on business service provider pages |
Action |
New Terminology |
Description |
Create Site |
Create workspace |
|
Invite |
Share |
Invites users to the workspace |
Invite customer |
Share with Your Customers |
|
Invite co-worker |
Share with Your Co-workers |
|
Create Project |
|
Creates projects |
Select Product/Service |
Select a Request Form |
Users can create projects by selecting a request form and filling in the fields |
Add Products |
Add Request Form |
Users can add multiple request forms to create a project with multiple components |
Create New Product or Service |
Create Request Form |
Business Service Providers can create request forms based by dragging widgets to the form. Noosh provides a library of standard request forms that can be used either directly or can be customized to meet your needs |
Advanced Product Editor |
Request Form Editor |
Existing products can be further modified and tweaked by using the editor |
Import Product |
Import Request Form |
Advanced functionality to move request forms from test account to production environment |
Add Products/services |
Add Request Forms |
Business service providers can add multiple request forms to allow users to create projects. These forms can be one of the many forms available in the Noosh library or a custom form based on one of the standard request form. |
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