From CommenceCRM-Help
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| − | Commence OnDemand Admin Guide | + | '''Commence OnDemand Admin Guide'''[http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide] |
| − | *Introduction | + | |
| + | *Introduction [http://staging1.commenceonline.com/mediawiki/index.php/Introduction] | ||
**System Requirements | **System Requirements | ||
**The Role of the Administrator | **The Role of the Administrator | ||
| − | *Getting Started | + | |
| − | *Updating your Company Profile | + | *Getting Started [http://staging1.commenceonline.com/mediawiki/index.php/Getting_Started] |
| + | |||
| + | *Updating your Company Profile[http://staging1.commenceonline.com/mediawiki/index.php/Updating_your_Company_Profile] | ||
**Security Profiles | **Security Profiles | ||
**Adding Security Profiles | **Adding Security Profiles | ||
**Adding Users | **Adding Users | ||
**Assigning Security Profiles | **Assigning Security Profiles | ||
| − | *Server Settings | + | |
| + | *Server Settings[http://staging1.commenceonline.com/mediawiki/index.php/Server_Settings] | ||
**E-mail Settings & E-mail Templates | **E-mail Settings & E-mail Templates | ||
**License Settings | **License Settings | ||
| − | *Data Administration | + | |
| + | *Data Administration[http://staging1.commenceonline.com/mediawiki/index.php/Data_Administration] | ||
**Garbage | **Garbage | ||
**Attic | **Attic | ||
| Line 18: | Line 23: | ||
**Global Replace | **Global Replace | ||
**Audit Trail | **Audit Trail | ||
| − | *Module Settings | + | |
| + | *Module Settings [http://staging1.commenceonline.com/mediawiki/index.php/Module_Settings] | ||
**Accounts | **Accounts | ||
**Calendar | **Calendar | ||
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**Personal E-mail and other Preferences | **Personal E-mail and other Preferences | ||
**Customizing the Home Page | **Customizing the Home Page | ||
| − | |||
| − | |||
| − | Commence OnDemand User Guide | + | *Web Forms[http://staging1.commenceonline.com/mediawiki/index.php/Web_Forms] |
| + | |||
| + | *Report Writer[http://staging1.commenceonline.com/mediawiki/index.php/Report_Writer] | ||
| + | |||
| + | '''Commence OnDemand User Guide''' | ||
*Introduction | *Introduction | ||
**Overview | **Overview | ||
Revision as of 12:29, 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
- Web Forms[8]
- Report Writer[9]
Commence OnDemand User Guide
- Introduction
- Overview
- System Requirements
- Logging On
- Your Access URL
- Your Username and Password
- How to Log Onto On-Demand
- Digital Dashboard
- Module Tabs
- Search Function
- Edit/Help
- Module Actions
- Quick Links
- Summaries At-A-Glance
- Leads
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- How to View Documents
- How to Add a Document Folder
- How to Add a Document
- How to Delete a Document
- Analytics
- How to Select Analytic Graphics
- Reports
- Saved Searches and Lists
- Conclusion