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3. WBCS Modules and Their Relationship

The main module of the WiCRMWBCS system is Projects. The current active project is always displayed at the top of the drop-down menu, allowing you to easily track which project you're working on:

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The Projects module is directly linked to the following modules:

  • Desks: Multiple desks can be assigned to a single project. When a new project is created, a default desk is automatically generated.

  • Employees: Employees are assigned to specific projects and desks. Before an employee can be deleted, they must be removed from both the desk and the project.

  • Clients: Clients are associated with projects and desks. Clients primarily are associated with projects but could be assigned to the specific desk or/and to the specific manager (employee).

The following modules are partially dependent on the Projects module and other modules:

  • Requests: This module is flexible and can be used for various purposes, such as support, creating requests, and tracking communication with clients. Requests can be associated with either entire projects or individual clients.

  • Core Banking: This module manages the financial aspects of projects, including accounts, assets, and transactions. It also allows for the management of financial issues at the client level, separate from the project.

  • Client Area: This module is used for managing the user's platform, such as an online store or website.

  • Roles: Roles apply across all projects and are used to define permissions for both Employees and Clients. API configurations are also managed through Roles.

  • API: This module handles integrations with third-party platforms.

The scheme of the WiCRMWBCS modules and their relationship below:

Scheme of WiCRM Modules.png