CRM portal | Mental Health Counselling | Lilac Insights

CRM portal

Hi {{ vars.user.name }}

Add Insightome Tests Refresh Change password Logout

Is Active

within

Bucket Name : {{vars.form.bucketForm.bucketName}}

Is Active

within

S.No.	User Id	Name	Email	Mobile
{{vars.matchedUsers.indexOf(user) + 1}}.	{{user.id}}	{{user.name}}	{{user.email}}	{{user.mobile}}

Bucket Id	Name	Description	User Count	Actions	Status
{{bucket.id}}	{{bucket.bucket_name}}	{{bucket.bucket_description}}	{{bucket.quantity}}		{{(bucket.is_active)?'active':'not active'}}

S.No.	Name	Id	Updated At	Status	Assigned By	Contact	Actions
{{vars.insightomePortal.insightomeOrderList.indexOf(insightomeOrder) + 1}}	{{insightomeOrder.userDetails.name}}	{{insightomeOrder.userDetails.email}}	{{humanDateTime(insightomeOrder.updated_at)}}	{{insightomeOrder.state}}	{{const.userAssignedStatus.indexOf(insightomeOrder.state) > -1 ? 'user/patient' : 'crm admin'}}	{{insightomeOrder.userDetails.mobile}}	Choose Action Change status Update Address View Address Assign Test Kit View Referring Doctor Details Assign GC Consultation Assign NC Consultation Send intake form link Open intake form Change timeslot Create GC report Create NC report Download Report

S.No.	Name	Id	Updated At	Status	Contact	Actions
{{vars.insightomePortal.insightomeOrderList.indexOf(insightomeOrder) + 1}}	{{insightomeOrder.userDetails.name}}	{{insightomeOrder.userDetails.email}}	{{humanDateTime(insightomeOrder.updated_at)}}	{{insightomeOrder.state}}	{{insightomeOrder.userDetails.mobile}}	Choose Action Change status Update Address View Address Assign Test Kit View Referring Doctor Details {{nextOrderState(insightomeOrder)}}

S.No.	Name	Id	Updated At	Pick Up Schedule Time	Status	Contact	Actions
{{vars.insightomePortal.insightomeOrderList.indexOf(insightomeOrder) + 1}}	{{insightomeOrder.userDetails.name}}	{{insightomeOrder.userDetails.email}}	{{humanDateTime(insightomeOrder.updated_at)}}	{{humanDateTime(insightomeOrder.pickUpDeliveryRequest.requested_time)}}	{{insightomeOrder.state}}	{{insightomeOrder.userDetails.mobile}}	Choose Action Change status View Referring Doctor Details {{nextOrderState(insightomeOrder)}}

S.No.	Name	Id	Updated At	Status	Contact	Actions
{{vars.insightomePortal.insightomeOrderList.indexOf(insightomeOrder) + 1}}	{{insightomeOrder.userDetails.name}}	{{insightomeOrder.userDetails.email}}	{{humanDateTime(insightomeOrder.updated_at)}}	{{insightomeOrder.state}}	{{insightomeOrder.userDetails.mobile}}	Choose Action Change status Assign GC Consultation View Referring Doctor Details {{nextOrderState(insightomeOrder)}}

S.No.	Name	Id	Updated At	Status	Contact	Actions
{{vars.insightomePortal.insightomeOrderList.indexOf(insightomeOrder) + 1}}	{{insightomeOrder.userDetails.name}}	{{insightomeOrder.userDetails.email}}	{{humanDateTime(insightomeOrder.updated_at)}}	{{insightomeOrder.state}}	{{insightomeOrder.userDetails.mobile}}	Choose Action Change status Send intake form link Open intake form Change timeslot View Referring Doctor Details {{nextOrderState(insightomeOrder)}}

S.No.	Name	Id	Updated At	Status	Contact	Actions
{{vars.insightomePortal.insightomeOrderList.indexOf(insightomeOrder) + 1}}	{{insightomeOrder.userDetails.name}}	{{insightomeOrder.userDetails.email}}	{{humanDateTime(insightomeOrder.updated_at)}}	{{insightomeOrder.state}}	{{insightomeOrder.userDetails.mobile}}	Choose Action Change status Send intake form link Open intake form Change timeslot Create GC report Assign NC Consultation Download Report View Referring Doctor Details {{nextOrderState(insightomeOrder)}}

S.No.	Name	Id	Updated At	Status	Contact	Actions
{{vars.insightomePortal.insightomeOrderList.indexOf(insightomeOrder) + 1}}	{{insightomeOrder.userDetails.name}}	{{insightomeOrder.userDetails.email}}	{{humanDateTime(insightomeOrder.updated_at)}}	{{insightomeOrder.state}}	{{insightomeOrder.userDetails.mobile}}	Choose Actions Change status Send intake form link Open intake form Change timeslot Create NC report Download Report View Referring Doctor Details {{nextOrderState(insightomeOrder)}}

ID	Name	Mobile	Email	Location	Actions
{{user.id}}	{{user.name}}	{{user.mobile}}	{{user.email}}	{{user.country}}	Choose Action Edit Soft Delete Ban