This Administrative Guide is designed to assist you with the tasks performed by the System Administrator such as data administration, user profiles, passwords, security rights and module settings.
Contents
Introduction
Commence On-Demand is a web-based CRM solution that enables businesses to manage customer relationships in an organized and efficient manner. An intuitive set of ready to use applications automates the customer facing aspects of your business that directly impacts sales execution and customer service. Commence On-Demand is customizable and offers extensive reporting and graphical analysis.
Getting Started
- Launch your internet browser application.
- Navigate to the address provided by your Commence sales representative.
- Enter the login name and password.
- Make sure to check the box ‘I agree” to the terms and conditions
The On-Demand Home Page will appear.
Updating your Company Profile
Once you have successfully logged onto the system, the next thing you must do is update your company profile. Look for your company name in the list of accounts on the Accounts tab. It is shown as a blue shaded row in the Accounts view.
System Configuration
As an administrator, you have the ability to view or configure a number of On Demand features including server, email and license settings.
Data Administration
Administrators can perform several unique data management functions including data restoration and archiving, record merging and purging and global data replacement.
Module Settings
Commence On-Demand allows you to administer personalized settings for each of the system modules. This includes the ability to modify custom views, default views, custom fields, and terms. The steps for setting up default views, custom views, and custom fields will be the same throughout each of the modules.
Web Forms
Commence OnDemand offers a WebForm API Implementation to capture LEADS from your website. The implementation is in two parts – Designer and API.
Report Writer
With CRM On-Demand, you can determine personalized system reports on any information in the database. A library of pre-built reports is available, or you may create new ones. Users must have appropriate permissions to use the Reports module. Reports are broken into categories for ease-of-use. All Reports shows every report listed in alphabetical order.