Documentation To Do Screen

To Do

• Account details
  • Account buttons
  • Sources
  • Contacts - are contacts of this account
    • [Remove] - disassociate
    • Add new contact- [Create New Contact]
  • [Create Payment Methods]
    • shipping accounts
• Create Case
  • Account or contact is required
• View Case
  • Activities
• Scheduling Conflicts
  • Busy/away during a time period
  • Schedule another task will give error
    • ignore conflicts
• My Activities/Find Activities
  • bold= new or updated since last view
  • color code for status
• My Cases/Find Cases
  • bold= new or updated since last view
• Edit Activity
• Update Opportunity
  • Account or Lead is required
• Find Quotes

Pending Review

• Team Members
  • CRM team members
  • Roles=Permissions
  • Team Leader - can change roles, add/remove members
  • Team members - view only

   Team Members Assigned To This Account
   This section will list all users assigned to the team and their role. Assigning a role to a team member will determine his or her permissions. The following buttons are available to the team leader (team members can only view the other members and their assigned roles):
   * [Update] - You can edit the team member's role from the "View Team" screen by selecting the role (for example: "Team Leader" or "View Only Team Member") from the drop down menu and clicking the [Update] button.
   * [Remove] - Clicking this button will remove a member from the team, and remove all team affiliations for that user.
   * [Add] - To add a new team member, manually enter the team member's internal ID or search for it using the lookup widget. Then select the appropriate role for the new team member from the drop down menu. Clicking the [Add] button will add the user to the team and to the team members list.