Module Settings - Revision history

J.collier: /* Modifying Built-in Drop-down Lists */

2013-06-06T19:21:40Z

Modifying Built-in Drop-down Lists

J.collier: promoted HOW TO topics to main headers

2013-06-06T19:20:13Z

promoted HOW TO topics to main headers

J.collier: removed '''Connection''' custom fields

2013-06-06T15:59:06Z

removed '''Connection''' custom fields

J.collier at 19:35, 1 December 2012

2012-12-01T19:35:04Z

J.collier at 17:56, 26 November 2012

2012-11-26T17:56:18Z

J.collier: /* Accounting */

2012-11-15T18:49:23Z

Accounting

J.collier: /* Accounts */

2012-10-23T16:26:05Z

Accounts

J.collier: /* Template Management */

2012-10-23T16:24:53Z

Template Management

J.collier: /* Accounts */

2012-10-23T15:36:48Z

Accounts

J.collier: /* Projects */

2012-10-19T16:06:28Z

Projects

← Older revision		Revision as of 19:21, 6 June 2013
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−	== Modifying Built-in Drop-down Lists ==	+	== Modifying Built-in Drop-down Lists and other module features ==
	Various modules have application specific drop-downs that enable the end user to select from pre-defined values. The values shown in the drop-down boxes may be modified to meet the specific requirements of your business. Use the '''Administering Custom Fields''' process described above to access these built-in lists and other module features.		Various modules have application specific drop-downs that enable the end user to select from pre-defined values. The values shown in the drop-down boxes may be modified to meet the specific requirements of your business. Use the '''Administering Custom Fields''' process described above to access these built-in lists and other module features.

@@ Line 1: / Line 1: @@
-Commence On Demand allows you to administer personalized settings for each of the system modules. This includes the ability to modify custom views, default views, custom fields, and terms. The steps for setting up default views, custom views, and custom fields will be the same throughout each of the modules.
+Commence On Demand allows you to administer personalized settings for each of the system modules. This includes the ability to modify custom views, default views, and custom fields. The steps for setting up default views, custom views, and custom fields will be the same throughout each of the modules.
-'''Setting up Default Views'''
+== Setting up Default Views ==
 Commence On Demand allows you to administer the default views for any module in the system, selecting which fields will be displayed when a user accesses that module.  These default views can be overridden by the individual user to suit their personal needs.
@@ Line 16: / Line 16: @@
-'''Setting up Custom Views'''
+== Setting up Custom Views ==
 Commence On Demand allows you to administer custom views for any module in the system, selecting which fields will be displayed when a user accesses that module.  Custom views allow you to adapt the modules to the specialized needs of your company.
@@ Line 33: / Line 33: @@
-'''Administering Custom Fields'''
+== Administering Custom Fields ==
-Commence On Demand allows you to determine and maintain custom fields for your specific company needs that are not addressed by the default fields.  You can add, delete or duplicate custom fields for any module within Commence On Demand.
+Commence On Demand allows you to determine and maintain custom fields for your specific company needs that are not addressed by the default fields.  You can add, delete or hide custom fields for any module within Commence On Demand.
 '''''Note:''' The primary detail forms in various modules have room for four custom fields and there is a related view called '''Custom Fields''' which can hold as many more as you need. The best practice is to put the most important fields at the top of the list so they appear on the primary detail form.''
@@ Line 53: / Line 53: @@
-'''Modifying Drop-down Lists'''
+== Modifying Built-in Drop-down Lists ==
-The Sales, Marketing, Support, and Accounting modules within Commence On Demand have several drop-down boxes that enable the end user to select from pre-defined values.  The values shown in the drop-down boxes may be modified to meet the specific requirements of your business. The '''Administering Custom Fields''' process described above is used to modify custom fields that are lists.
+Various modules have application specific drop-downs that enable the end user to select from pre-defined values.  The values shown in the drop-down boxes may be modified to meet the specific requirements of your business. Use the '''Administering Custom Fields''' process described above to access these built-in lists and other module features.
+=== Account Module Settings ===
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Accounts Accounts]
 Commence On Demand allows you to define account, lead and contact values for sources, industry, address type, and products that suit the specific needs of your company.
-== Calendar ==
+=== Calendar Module Settings ===
 Custom fields for the Commence On Demand '''Calendar''' can be managed within the '''Activities''' module settings. To synchronize with Outlook or your handheld devices, ask Commence for the '''Mobile Link''' add-on.
-== Activities ==
+=== Activities Module Settings ===
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Activities Activities]
 Commence On Demand allows you to customize the list of '''Activities''' resource values (for example, conference rooms, projectors or white boards) that can be selected during the scheduling of meetings or activities.
-== Documents ==
+=== Documents Module Settings ===
 Custom views can be created and modified for all modules including '''Documents'''. See section the section above, ''Setting Up Custom Views''.
-== Sales ==
+=== Sales Module Settings ===
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Sales Sales]
 Commence On Demand allows you to define sales opportunity and quote values for '''Sources''', '''Types''', '''Stages''', '''Terms''' as well as establish '''Sales Quotas'''.
-== Marketing ==
+=== Marketing Module Settings ===
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Marketing Marketing]
 Commence On Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purposes.
-== Projects ==
+=== Projects Module Settings ===
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Projects Projects]
 Commence On Demand allows you to customize the project status (open, closed, or pending for example) that can be selected during the recording of project information.
-== Support ==
+=== Support Module Settings ===
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Support Support ]
 Setting up the Support Inbox (Premium Email feature)-
 You can designate one or more email accounts to be a Support Inbox. This is the email address to which your customers send their support inquiries. Each new email sent to a support inbox email account is assigned a Ticket ID. Any subsequent email messages that reference a Ticket ID are recorded as threads in the ticket resolution process.
-== Accounting ==
+=== Accounting Module Settings ===
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Accounting Accounting]
 The Accounting module is designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system. Commence On Demand enables the tracking of order history, invoice history, payments, expenses, purchases orders, items, inventory and vendors. Integration of Commence On Demand with disparate accounting systems is provided by Commence Corporation’s professional services staff on a fee-for-service basis. Administration of this application is only required for companies looking to integrate to their back end systems.
-== Template Management ==
+=== Template Management ===
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Template&nbsp;Management Template Management]
-Commence On Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.
+Commence On Demand includes a built-in HTML editor to design and manage letters and other business communications for printing, email marketing, sales proposals, support ticket and sales orders.
 Return to '''[[Commence OnDemand Admin Guide]]'''

@@ Line 48: / Line 48: @@
 # Select the module to which the field will be added.  The default is the module to which you are currently adding fields.
 # Select the record type from the drop down list (for example: Account or Contact).
-# Select whether the field type is '''text''', a '''list''', or a '''connection'''. '''Text''' allows free-form text to be entered. '''List''' creates a selection list. '''Connection''' creates one-to-one or one-to-many links between other records (i.e., “Buys From:”; “Sells To:”) to track relationships between companies within your database.
+# Select whether the field type is '''text''' or a '''list'''. '''Text''' allows free-form text to be entered. '''List''' creates a selection list.
 # Click the '''Save & New''' button to save and add additional fields.
 # Click the '''Save & Close''' button if you are finished adding fields.

← Older revision		Revision as of 19:35, 1 December 2012
Line 97:		Line 97:
	Commence On Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.		Commence On Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.

−	~~== Personal E-mail and other Preferences ==~~
−	* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Personal E-mailand other Preferences Personal E-mail and other Preferences]
−	~~To begin Setting up your personal preferences and E-mail, start by clicking under the sidebar. This will bring you~~
−	~~General>User Profile.~~

−	From the User Profile, fill out all address information. Then fill in all Contact Method information including phone, fax, cell, and E-mail address. You will then fill in a User name, password, then confirm the password and select Save.	+	Return to '''[[Commence OnDemand Admin Guide]]'''
−
−	~~== Customizing the Home Page ==~~
−	* [~~http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Customizing the Home Page Customizing the Home Page~~]
−
−	~~Upon login each user is presented with a Home Page or digital dashboard. The digital dashboard can be easily customized.~~
−	You can first control the refresh rate of the page so that your information updates based on how frequently new information is being added to the system. The refresh rate can be controlled down to the second if desired. The available portlets can be selected or deselected according to exactly what you want to view on your digital dashboard.
−	Once your profile has been established, you can edit to finalize setup with your server or delete your E-mail Account if need be. Email Account Details sets up your mail account with your mail server. You can also create a text Signature to include when sending out E-mail from Commence On-Demand.

@@ Line 96: / Line 96: @@
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Template&nbsp;Management Template Management]
 Commence On Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.
 == Personal E-mail and other Preferences ==

@@ Line 59: / Line 59: @@
 == Accounts ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Module&nbsp;Settings/Accounts Accounts]
-Commence On Demand allows you to define account, lead and contact values for '''Sources''', '''Industry''', '''Address Type''', and '''Products''' giving you personalized lists that suit the specific needs of your company.
+Commence On Demand allows you to define account, lead and contact values for '''Sources''', '''Industry''', '''Address Type''', and '''Products''' that suit the specific needs of your company.
 == Calendar ==