TIPA Engagement Management System mdi-clipboard-text Requests mdi-plus New Engagement mdi-gesture-tap-button What to do? mdi-alert-circle Overdue mdi-domain Companies mdi-account-multiple Contacts mdi-tag-multiple Tags mdi-bug-outline Debug mdi-alert-circle Overdue Actions mdi-close
Scanning...
No overdue items 🎉
Close mdi-gesture-tap-button What do you want to do? mdi-close mdi-plus-boxNew Engagement mdi-domainManage Companies mdi-account-multipleManage Contacts mdi-tag-multipleManage Tags
Create a new engagement request.
mdi-arrow-right-boldGo
View and manage companies.
mdi-arrow-right-boldGo
View and manage contacts.
mdi-arrow-right-boldGo
View and manage tags.
mdi-arrow-right-boldGo
User mdi-close mdi-account-circle {{ userDisplay }} {{ user && user.email }} Show tabs Toggle tab headers in main screen Show Tags Toggle the Tags tab Show startup dialog Ask on app load Sign in Login
mdi-clipboard-textRequests mdi-domainCompanies mdi-account-multipleContacts mdi-tag-multipleTags Engagements
mdi-plusNew Engagement
Engagement: {{ selectedWorkflow.title }}(#{{selectedWorkflow.id}})
mdi-pencilEdit Engagement mdi-close mdi-folder-openEdit request information mdi-historyManage Actions mdi-fileDocuments ({{ selectedWorkflow.documents.length }}) Save
Engagement mdi-pencil
Title: {{ selectedWorkflow.title }}
ID: #{{ selectedWorkflow.id }}
Status: {{ selectedWorkflow.status }}
{{ selectedWorkflow.description }}
{{ allActionsCompleted ? 'All actions completed, close Engagement' : 'There are open Actions. Make sure they are all completed' }}
Company mdi-pencil
Name: {{ selectedWorkflow.company_name || getCompanyById(selectedWorkflow.company)?.name || '—' }}
Website:
Contact mdi-pencil
Name: {{ selectedWorkflow.contact_name || (getContactById(selectedWorkflow.contact)?.first_name + ' ' + getContactById(selectedWorkflow.contact)?.last_name) || '—' }}
Phone:
Email: {{ getContactById(selectedWorkflow.contact).email }}
Add Communication Cancel Save Add DSM Report
Would you like to upload the DSM document now or later?
Fetch Later Fetch Now Cancel Add Training Session
Select training type:
Internal External Workshop Webinar Close
Actions mdi-plus
Add mdi-message-plus Add Communication mdi-file-document-plus Add DSM Report mdi-school Add Training Session Close
No activities yet.
{{ activityIconName(activitySelected.activity_type) }} Action Details {{ (activitySelected && activitySelected.status) ? activitySelected.status : 'ACTIVE' }}
Type: {{ (activitySelected.activity_type || '').replace(/_/g,' ') }}
Date: {{ formatDate(activitySelected.created_at) }}
Due: {{ formatDate(activitySelected.due_date) || '-' }}
Contact: {{ activitySelected.contact_name || '—' }}
Request: {{ selectedWorkflow && selectedWorkflow.title }} ( #{{ selectedWorkflow && selectedWorkflow.id }} )
Company: {{ selectedWorkflow && (selectedWorkflow.company_name || (getCompanyById(selectedWorkflow.company)?.name)) }}
Request Type: {{ selectedWorkflow && requestTypeLabel(selectedWorkflow.request_type) }}
Description / Comments:
{{ activitySelected.comments || '—' }}
 Close mdi-content-save Update status mdi-file View documents ({{ activitySelected.documents_count }}) Training information Cancel Save
Fetch from DSM Application Upload
Select a workflow to view details. New Engagement Cancel Create Companies mdi-plusAdd Company Add / Edit Companys mdi-close mdi-domainCompany/entity information mdi-file-document-outlineCompany Registration mdi-package-variant-closedExport Products mdi-briefcaseExport Services mdi-cashSales Information mdi-dots-horizontalExtra information
mdi-plus Add new product definition
No fields yet.
New export product mdi-close
Select HS codes to define this export product. Lists can be populated via API later.
 Close
No fields yet.
 Domestic Share: Domestic Sales Spread International/regional focus (export) sales share
No fields yet.
 Cancel {{ companyForm.id ? 'Update' : 'Create' }} Contacts mdi-plusAdd Contact Add / Edit Contact mdi-close {{ contactForm.id ? 'Update' : 'Create' }} Create Cancel
Tags
mdi-plus New My Tag Create Global Tag Create Institutional Tag
My Tags Institutional Tags Global Tags
Add / Edit Tag {{ tagForm.id ? 'Update' : 'Create' }} Cancel
© {{ currentYear }} TIPA Engagement Management System {{ confirmDialog.title || 'Confirm' }} {{ confirmDialog.message || 'Are you sure?' }} {{ confirmDialog.cancelText || 'Cancel' }} {{ confirmDialog.confirmText || 'OK' }} New Company Cancel Create New Contact
Please select a Company first.
 Cancel Create New Tag Cancel Create Attach document to follow-up
Type: {{ followUpUploadActivity.activity_type }}
Contact: {{ followUpUploadActivity.contact_name }}
Date: {{ followUpUploadActivity.created_at }}
 Cancel Upload Follow-up documents
Type: {{ activityDocsActivity.activity_type }}
Contact: {{ activityDocsActivity.contact_name }}
Date: {{ activityDocsActivity.created_at }}
Loading…
No documents for this follow-up.
 Close mdi-bug-outline Debug Tools (WIP) mdi-close
Debug tools available for user 'tobie'.
The following action will permanently delete all your Requests, Contacts, Companies and Tags.
mdi-database-remove Clear DB (my data) mdi-database-plus Hydrate DB (dummy data)
Close {{ snackbar.text }}