Documentation To Do Screen

To Do

• Account details
  • Account buttons
  • Contacts - are contacts of this account
    • [Remove] - disassociate
    • Add new contact- [Create New Contact]
  • [Create Payment Methods]
    • make create payment methods common screen
    • shipping accounts

• 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
  • Edit Opportunity screen
  • Account or Lead is required
• Find Quotes
• Forecasts
  • Find Forecasts Screen
    • only available to users with permission

• • View Marketing Campaign
    • Create Tracking Codes

Pending Review

• Create Case
  • Account or contact is required

• Marketing section
  • Create Campaign
  • Find Campaign
  • Create Contact List
  • Find Contact List
  • Survey Results

• 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.

• In the "Payment and Shipping Methods" section of the Activity Details Screen:

   This section lists any payment options you have created for this account, and will detail the shipping carrier for the account. Clicking the [Create New EFT Account], [Create New Gift Card], or the [Create New Credit Card] buttons will allow you to add a new payment method from the respective Create Payment Methods screen.

• In the "Sources" section of the Account Details Screen:

   This section indicates one or more sources which generated the account. To add a source, select the appropriate type (for example "Cold call" or "Self Generated") from the drop down menu and click the [Add] button.