From CommenceCRM-Help
Jump to: navigation, search
(Created page with " Setting up ResourcesCommence On-Demand allows you to customize the list of resources, for example, conference room, projector or white board, that can be selected during the ...")
 
m (fixed dead-end page; added link back to Module Settings page)
 
(5 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
Setting up ResourcesCommence On-Demand allows you to customize the list of resources, for example, conference room, projector or white board, that can be selected during the scheduling of meetings or activities. Use the following steps to customize available resources:1. Select Activities from the module listing.2. Select Resources from the module settings listing.3. To Add a resource field, enter the resource name and select the Add Value button.4. Select Save to save your entry or Save & Close if you have competed all entries.5. To Edit a resource 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 to save your changes or Save & Close if you are done editing.  6. To Remove a resource field, select the resource name from the listing and select the Remove button.7. Select Save to save your changes or Save & Close if you have completed your entries.
+
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.  
 +
 
 +
1. Select '''Administration''' from '''Quick Links''' section.
 +
 
 +
2. Select '''Module Settings''' from the '''Administrator''' section.
 +
 
 +
3. Select '''Activities'''. ''The Activities Module Settings screen displays.''
 +
 
 +
4. Select '''Resources''' from the module settings listing.
 +
 
 +
* To add a resource field value, enter the resource name in the '''New Value''' field, and click the '''Add Value''' button.
 +
* To edit a resource field value, select the name from the listing and enter the new name in the New Value field. Click the '''Edit Value''' button.  
 +
* To remove a resource field value, select the name from the listing and click the '''Remove''' button.
 +
 
 +
5. Click '''Save'''.
 +
 
 +
6. Click '''Save & Close''' when you are done.
 +
 
 +
Return to [[Module_Settings|Module Settings]]

Latest revision as of 20:28, 7 June 2013

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.

1. Select Administration from Quick Links section.

2. Select Module Settings from the Administrator section.

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

4. Select Resources from the module settings listing.

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

5. Click Save.

6. Click Save & Close when you are done.

Return to Module Settings

Retrieved from "http://staging1.commenceonline.com/wiki/index.php?title=Module_Settings/Activities&oldid=2321"