Difference between revisions of "Module Settings/Projects"

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(Created page with "Setting up Available Literature-Commence On-Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purpose....")
 
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Setting up Available Literature-Commence On-Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purpose.  Use the following steps to customize the literature request items:1. From the   Tab,  select Administration.2. Then select Module Settings from the administration listing.3. Select Marketing from the Module Settings Listing.4. Select Literature 5. Select the Add New button.6. Enter the name of the literature item.7. Select the Browse button to locate the associated literature file.8. Select the Save button to save and add additional literature to the listing.9. Select Save & Close if you have completed your entries.
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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.  Use the following steps to customize the status field:
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1. Select '''Administration''' from the '''Quick Links''' section.
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2. Select '''Module Settings''' from the '''Administrator''' section.
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3. Select '''Projects'''. ''The Projects Module Settings screen displays.''
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4. Select '''Status'''.  
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* To add a project status, enter the project status name in the '''New Value''' field and click the '''Add Value''' button.
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* To edit a project status, select the project status name from the listing and modify the name in the '''New Value''' field. Click the '''Edit Value''' button.
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* To remove a project status, select the project status name from the listing and click the '''Remove''' button.
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5. Click the '''Save''' button to save the project status and modify others.
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6. Click '''Save & Close''' when you have completed your entries.
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Return to [[Module_Settings#Projects_Module_Settings|Module Settings]]

Latest revision as of 21:49, 7 June 2013

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. Use the following steps to customize the status field:

1. Select Administration from the Quick Links section.

2. Select Module Settings from the Administrator section.

3. Select Projects. The Projects Module Settings screen displays.

4. Select Status.

  • To add a project status, enter the project status name in the New Value field and click the Add Value button.
  • To edit a project status, select the project status name from the listing and modify the name in the New Value field. Click the Edit Value button.
  • To remove a project status, select the project status name from the listing and click the Remove button.

5. Click the Save button to save the project status and modify others.

6. Click Save & Close when you have completed your entries.

Return to Module Settings

Retrieved from "http://support.commenceonline.com/mediawiki/index.php?title=Module_Settings/Projects&oldid=2338"