From CommenceCRM-Help
Jump to: navigation, search
m (fixed dead-end page; added link back to Module Settings page)
 
(14 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
Commence On-Demand allows you to pre-define the values for the various fields highlighted on the prior page, giving you a personalized list that suits 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.
  
−
Use the following steps to set up sources: (repeat same for Industry, Address Type, and Products
+
To establish field value options for '''Sources''':
  
−
1. From the   Tab,  select Administration.
+
1. Select '''Administration''' from the '''Quick Links''' section.
  
−
2. Then select Module Settings from the administration listing.
+
2. Select '''Module Settings''' from the '''Administrator''' section.
  
−
3.   will display. Select Sources from the module settings listing.
+
3. Select '''Accounts'''. ''The Contacts Module Settings screen displays.''
  
−
4. To Add a source field, enter the New Value and select the Add Value button.
+
4. Select '''Sources''' from the module settings listing.
  
−
5. To Edit a source field, highlight the field from the listing by clicking on it.  Enter the new value in the new value field, then select the Edit Value button. Click Save or Save & Close if you are done editing.
+
5. Define the field values:
  
−
6. To remove a source field, select the field from the listing and select the Remove button. Select the Save button to save the source fields.  
+
* To add a field value, enter the name in the '''New Value''' field and click the '''Add Value''' button.
 +
* To edit a field value, select the field name in the listing and enter new name in the '''New Value''' field. Click the '''Edit Value''' button.  
 +
* To remove a field value, select the field name in the listing and click the '''Remove''' button.  
 +
* To change the order that the values appear in the drop down list, select the source field name and select '''Up''' or '''Down''' to move the value in the list.
 +
6. Click '''Save'''.
  
−
7. To change the order that the Sources appear in the drop down, select the source field and select up or down to move the Source in the list. Click Save when complete.
+
7. Click '''Save & Close''' when you are done.
 
   
 
   
 +
Repeat the process to define values for '''Industry''', '''Address Type''', and '''Products'''.
  
−
NOTE: Choose ACCOUNTS under Module Settings to manage custom fields for Accounts, Leads and Contacts. Use record type = Account if the field belongs in the company page; Use record type = Contact to add the field to the Contact module.  Custom fields in Leads will be the same as your custom fields in Accounts since “Leads” can be converted to “Accounts”.
+
Return to [[Module_Settings|Module Settings]]
−
 
 
−
Use the following steps to set up sources: (repeat same for Industry, Address Type, and Products
 

Latest revision as of 20:27, 7 June 2013

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.

To establish field value options for Sources:

1. Select Administration from the Quick Links section.

2. Select Module Settings from the Administrator section.

3. Select Accounts. The Contacts Module Settings screen displays.

4. Select Sources from the module settings listing.

5. Define the field values:

  • To add a field value, enter the name in the New Value field and click the Add Value button.
  • To edit a field value, select the field name in the listing and enter new name in the New Value field. Click the Edit Value button.
  • To remove a field value, select the field name in the listing and click the Remove button.
  • To change the order that the values appear in the drop down list, select the source field name and select Up or Down to move the value in the list.

6. Click Save.

7. Click Save & Close when you are done.

Repeat the process to define values for Industry, Address Type, and Products.

Return to Module Settings

Retrieved from "http://staging1.commenceonline.com/wiki/index.php?title=Module_Settings/Accounts&oldid=2319"