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**How to Perform a Mail Merge
 
**How to Perform a Mail Merge
  
*Support
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*Support[http://staging1.commenceonline.com/mediawiki/index.php/Support]
 
**How to View Ticket Analytic Graphics
 
**How to View Ticket Analytic Graphics
 
**How to Create a New Ticket
 
**How to Create a New Ticket
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**The Support Knowledgebase
 
**The Support Knowledgebase
  
*Documents
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*Documents[http://staging1.commenceonline.com/mediawiki/index.php/Documents]
 
**How to View Documents
 
**How to View Documents
 
**How to Add a Document Folder
 
**How to Add a Document Folder
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**How to Delete a Document
 
**How to Delete a Document
  
*Analytics
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*Analytics[http://staging1.commenceonline.com/mediawiki/index.php/Analytics]
 
**How to Select Analytic Graphics
 
**How to Select Analytic Graphics
  
*Reports
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*Reports[http://staging1.commenceonline.com/mediawiki/index.php/Reports]
  
*Saved Searches and Lists
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*Saved Searches and Lists[http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists]
  
*Conclusion
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*Conclusion[http://staging1.commenceonline.com/mediawiki/index.php/Conclusion]

Revision as of 13:00, 26 September 2012

Commence OnDemand Admin Guide[1]

  • Introduction [2]
    • System Requirements
    • The Role of the Administrator
  • Getting Started [3]
  • Updating your Company Profile[4]
    • Security Profiles
    • Adding Security Profiles
    • Adding Users
    • Assigning Security Profiles
  • Server Settings[5]
    • E-mail Settings & E-mail Templates
    • License Settings
  • Data Administration[6]
    • Garbage
    • Attic
    • Merge and Purge
    • Global Replace
    • Audit Trail
  • Module Settings [7]
    • Accounts
    • Calendar
    • Activities
    • Documents
    • Sales
    • Marketing
    • Projects
    • Support
    • Accounting
    • Template Management
    • System Tools
    • Personal E-mail and other Preferences
    • Customizing the Home Page
  • Report Writer[9]

Commence OnDemand User Guide

  • Introduction[10]
    • Overview
    • System Requirements
  • Logging On[11]
    • Your Access URL
    • Your Username and Password
    • How to Log Onto On-Demand
  • Digital Dashboard[12]
    • Module Tabs
    • Search Function
    • Edit/Help
    • Module Actions
    • Quick Links
    • Summaries At-A-Glance
  • Leads[13]
    • How to Enter a New Lead
    • How to Import Leads from a List
    • How to View Available Lists
    • How to Move Leads Between Lists
    • How to View Individual Leads
    • How to Manage Lead Qualification
    • How to Convert a Lead to an Account
    • How to Delete a Lead
  • Accounts[14]
    • How to Set Up a New Account
    • How to View a List of Accounts
    • How to View Account Detail
    • How to View a Group of Accounts
    • How to Sort Accounts
    • How to Delete an Account
    • How to View Contacts Within an Account
    • How to View All Contacts from All Accounts
    • How to Add an Additional Contact
    • How to Add a Contact without an Account
    • How to Set Up a New Team
    • How to View a List of Teams
    • How to Work With Teams
  • Email[15]
    • Your On-Demand Email Address
    • How to Check for New Email
    • How to Read Email
    • How to Compose and Send an Email Message
    • How to Add an Attachment to a Message
    • How to Respond to a Received Message
    • How to Forward a Received Message
    • How to Delete a Message
    • How to Create Folders
  • Calendar[16]
    • How to Schedule an Activity
    • How to Select a Calendar View
    • How to Select a Date to Display
    • How to Use the Calendar Popup Feature
    • Additional Calendar Features
  • Activities[17]
    • Types of Activities
    • How to Add a New Activity
    • How to Delete an Activity
    • How to View Activities
    • How to View Activity Detail
  • Sales Opportunities[18]
    • Graphic Analysis
    • How to Add an Opportunity
    • How to View Opportunities
    • How to View/Update Opportunity Detail
    • How to Delete an Opportunity
    • Working with Quotes
    • How to Create a Quote
    • How to View a Quote
    • How to Modify a Quote
  • Marketing[19]
    • How to Add a New Promotion, Literature Fulfillment or Event
    • How to View Promotions, Literature Fulfillments or Events
    • How to Delete a Promotion, Literature Fulfillment or Event
    • Best Practices for Using Mail Merge
    • How to Use Templates
    • How to Perform a Mail Merge
  • Support[20]
    • How to View Ticket Analytic Graphics
    • How to Create a New Ticket
    • How to View Tickets
    • How to Update a Ticket
    • How to Delete a Ticket
    • The Support FAQ List
    • The Support Knowledgebase
  • Documents[21]
    • How to View Documents
    • How to Add a Document Folder
    • How to Add a Document
    • How to Delete a Document
  • Analytics[22]
    • How to Select Analytic Graphics
  • Saved Searches and Lists[24]