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, and custom fields. The steps for setting up default views, custom views, and custom fields will be the same throughout each of the modules.
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Setting up Default Views
Commence On Demand allows you to administer the default views for any module in the system, selecting which fields will be displayed when a user accesses that module. These default views can be overridden by the individual user to suit their personal needs.
Use the following steps to set up default views:
- Select Administration from the Quick Links section.
- Select Module Settings from the Administrator section.
- Select the module for which you'd like to set the default view(s).
- Select Default Views from the module settings listing.
- Select the view(s) you wish to be the default(s) for that module.
- Click the Save button to save the default view(s), then Save & Close to return to Module Settings.
Setting up Custom Views
Commence On Demand allows you to administer custom views for any module in the system, selecting which fields will be displayed when a user accesses that module. Custom views allow you to adapt the modules to the specialized needs of your company.
Use the following steps to set up custom views:
- Select Administration from the Quick Links section.
- Select Module Settings from the Administrator section.
- Select the module for which you'd like to set a custom view.
- Select Custom Views from the module settings listing.
- Select the default view to modify from the listing by clicking on the specific view name.
- Select fields to appear in the module from the available drop down lists.
- Add, remove or re-order any fields in the module.
- Click the Save and New button to save and assign an additional custom view.
- Click the Save and Close button to save the custom view.
Administering Custom Fields
Commence On Demand allows you to determine and maintain custom fields for your specific company needs that are not addressed by the default fields. You can add, delete or hide custom fields for any module within Commence On Demand.
Note: The primary detail forms in various modules have room for four custom fields and there is a related view called Custom Fields which can hold as many more as you need. The best practice is to put the most important fields at the top of the list so they appear on the primary detail form.
Use the following steps to set up custom fields:
- Select Administration from the Quick Links section.
- Select Module Settings from the Administrator section.
- Select the module for which you'd like to add custom fields.
- Select Custom Fields from the module settings listing.
- Click the New button.
- Enter the field name.
- Select the module to which the field will be added. The default is the module to which you are currently adding fields.
- Select the record type from the drop down list (for example: Account or Contact).
- Select whether the field type is text or a list. Text allows free-form text to be entered. List creates a selection list.
- Click the Save & New button to save and add additional fields.
- Click the Save & Close button if you are finished adding fields.
Modifying Built-in Drop-down Lists and other module features
Various modules have application specific drop-downs that enable the end user to select from pre-defined values. The values shown in the drop-down boxes may be modified to meet the specific requirements of your business. Use the Administering Custom Fields process described above to access these built-in lists and other module features.
Account Module Settings
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.
Calendar Module Settings
Custom fields for the Commence On Demand Calendar can be managed within the Activities module settings. To synchronize with Outlook or your handheld devices, ask Commence for the Mobile Link add-on.
Activities Module Settings
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.
Documents Module Settings
Custom views can be created and modified for all modules including Documents. See section the section above, Setting Up Custom Views.
Sales Module Settings
Commence On Demand allows you to define sales opportunity and quote values for Sources, Types, Stages, Terms as well as establish Sales Quotas.
Marketing Module Settings
Commence On Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purposes.
Projects Module Settings
Commence On Demand allows you to customize the project status (open, closed, or pending for example) that can be selected during the recording of project information.
Support Module Settings
Setting up the Support Inbox (Premium Email feature)- You can designate one or more email accounts to be a Support Inbox. This is the email address to which your customers send their support inquiries. Each new email sent to a support inbox email account is assigned a Ticket ID. Any subsequent email messages that reference a Ticket ID are recorded as threads in the ticket resolution process.
Accounting Module Settings
The Accounting module is designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system. Commence On Demand enables the tracking of order history, invoice history, payments, expenses, purchases orders, items, inventory and vendors. Integration of Commence On Demand with disparate accounting systems is provided by Commence Corporation’s professional services staff on a fee-for-service basis. Administration of this application is only required for companies looking to integrate to their back end systems.
Template Management
Commence On Demand includes a built-in HTML editor to design and manage letters and other business communications for printing, email marketing, sales proposals, support ticket and sales orders.
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