System Tools - Revision history

J.collier: /* Importing Account Information/Account Lists */

2013-04-02T13:26:23Z

Importing Account Information/Account Lists

J.collier: /* Territory Realignment */

2013-04-01T17:55:06Z

Territory Realignment

J.collier at 12:42, 2 December 2012

2012-12-02T12:42:49Z

J.collier at 12:42, 2 December 2012

2012-12-02T12:42:31Z

J.collier at 17:53, 26 November 2012

2012-11-26T17:53:27Z

J.collier: Created page with "The '''System Tools''' provide you with the ability to import data from disparate sources and perform territory realignment. == Importing Account Information == Commence O..."

2012-11-26T17:52:08Z

Created page with "The '''System Tools''' provide you with the ability to import data from disparate sources and perform territory realignment. == Importing Account Information == Commence O..."

New page

The '''System Tools''' provide you with the ability to import data from disparate sources and perform territory realignment.

== Importing Account Information ==

Commence On Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. For example, you can create account lists to separate your customers, vendor and partners; to group accounts by sales phases or align accounts by territories.

You can import account data into existing account lists or edit or create new lists. '''Note:''' Commence recommends that the account data file is saved as '''tab delimited''', but '''comma separated''' (CSV) files are also supported.

To import account data:

1. Select '''Administration''' from the '''Quick Links''' section.

2. Select '''System Tools''' from the '''Administrator''' section. ''The Account Import screen displays by default.''

3. Click the '''New''' button. ''The Data Import: Step 1 screen displays.''

4. Select an existing list from the '''Import To''' drop-down list or enter a name for a new list in the '''List Name''' field.

5. Enter a description for the list and indicate the list owner.

6. Click '''Next'''. The ''Data Import: Step2 screen'' displays.

7. Identify the '''Field Separator'''. The default is “,” for a CSV type of file. If you have a tab delimited file, clear the comma and check the '''Tab''' box.

8. Identify the '''Line Separator'''. Your data file should have each account or contact on a separate line, each row of the file representing a new record to be imported. Check the '''Line Return''' box to indicate the line separator in your file is a new line.

9. Indicate whether the first row of your spreadsheet is a '''Header Row'''. Choose '''Yes''' if the first row contains generic field labels such as "First Name", "Last Name" and "Address 1", etc.). Choosing '''Yes''' will add contacts starting from Row 2 of your customer file. Choose '''No''' to import records starting from Row 1 of your file.

10. Select the file to upload using the '''Choose File''' button.

11. Indicate whether to allow or merge duplicate records. '''Allow Duplicates''' is the default.

13. Click '''Next'''. T''he Data Import: Step 3 dialog displays.''

14. Map the database fields. Sample values from Row 1 of your customer file will be listed on the left. Match these with the On Demand field from the drop downs on the right. Map only the fields for which you have information.

'''Note:''' A Acct Name (the account name), C First Name (contact’s first name), and C Last Name (contact’s last name) are required fields.

'''HINT:''' Commence On Demand also gives you the ability to save mappings for future use. This will expedite additional imports if you have multiple spreadsheets to import with the same format. You enter a name for the custom mapping in the '''Save As Mappings''' field at the bottom of the mapping screen.

15. Click '''Next'''. ''The Data Import: Step 4 dialog displays.''

If there are errors reported:
* Refer to the error log file and correct error in the data file.
* Close the dialog box and repeat steps 1-15 to import the corrected data.

If no errors are reported, click Close to begin working with the imported data.

== Territory Realignment ==

From time to time you may need to reassign accounts to other sales people. You can simply supplant one account manager with another in On Demand and move all accounts to the new person, or use additional criteria to select specific accounts by industry, location or a variety of other variables.

1. Select '''Administration''' from the '''Quick Links''' section.

2. Select '''System Tools''' from the '''Administrator''' section.

3. Select '''Territory Realignment'''. ''The Territory Realignment screen displays.''

4. Select the criteria for realignment.

5. Use the '''Lookup''' button to indicate whom the accounts will be now be assigned to in the '''Re-align Accounts To''' field.

6. Click the '''Realign''' button.

== WebForm Designer ==
Commence On Demand offers a WebForm API implementation to capture leads from your website. The implementation is in two parts – Designer and API.
* [http://staging1.commenceonline.com/mediawiki/index.php/Web Forms Web Forms]

← Older revision		Revision as of 17:53, 26 November 2012
Line 62:		Line 62:

	6. Click the '''Realign''' button.		6. Click the '''Realign''' button.
−
−
−
−	~~== WebForm Designer ==~~
−	~~Commence On Demand offers a WebForm API implementation to capture leads from your website. The implementation is in two parts – Designer and API.~~
−	* [http://staging1.commenceonline.com/mediawiki/index.php/Web Forms Web Forms]

@@ Line 31: / Line 31: @@
 . Indicate whether to allow or merge duplicate records. '''Allow Duplicates''' is the default.
 . Click '''Next'''. T''he Data Import: Step 3 dialog displays.''
 . Map the database fields. Sample values from Row 1 of your customer file will be listed on the left. Match these with the On Demand field from the drop downs on the right. Map only the fields for which you have information.
 '''Note:'''  A Acct Name (the account name), C First Name (contact’s first name), and C Last Name (contact’s last name) are required fields.

@@ Line 49: / Line 49: @@
 == Territory Realignment ==
-From time to time you may need to reassign accounts to other sales people. You can simply supplant one account manager with another in On Demand and move all accounts to the new person, or use additional criteria to select specific accounts by industry, location or a variety of other variables.
+To move a large number of records, Administrators should use the Territory Realignment tool to move data from the old user to the new user.  A territory realignment changes the Record Owner of Accounts and related Contacts, pending Activities, Opportunities, and other related data.  If an Account Manager is assigned, the territory realignment will also change the account manager to the new user. Records that have no account manager assigned will remain unassigned.
 . Select '''Administration''' from the '''Quick Links''' section.
@@ Line 56: / Line 56: @@
 . Select '''Territory Realignment'''. ''The Territory Realignment screen displays.''
-. Select the criteria for realignment.
+. (optional) If no criteria is set, all records owned by the existing user will be moved. To realign only a portion of this user's data, check the box and enter the search criteria.
-. Use the '''Lookup''' button to indicate whom the accounts will be now be assigned to in the '''Re-align Accounts To''' field.
+. Use the '''Lookup''' button to indicate whom the accounts will be now be assigned to in the '''Re-align Accounts To''' field. {Choose the new user.}
 . Click the '''Realign''' button.

@@ Line 45: / Line 45: @@
 * Close the dialog box and repeat steps 1-15 to import the corrected data.
-If no errors are reported, click Close to begin working with the imported data.
+If no errors are reported, click '''Close''' to begin working with the imported data.
 == Territory Realignment ==

@@ Line 1: / Line 1: @@
 The '''System Tools''' provide you with the ability to import data from disparate sources and perform territory realignment.
-== Importing Account Information ==
+== Importing Account Information/Account Lists ==
 Commence On Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. For example, you can create account lists to separate your customers, vendor and partners; to group accounts by sales phases or align accounts by territories.