Difference between revisions of "Documentation To Do Screen"
From Opentaps Wiki
Jump to navigationJump to search| Line 11: | Line 11: | ||
**Schedule another task will give error | **Schedule another task will give error | ||
***ignore conflicts | ***ignore conflicts | ||
| − | + | ||
| − | |||
| − | |||
Cases | Cases | ||
| Line 23: | Line 21: | ||
==Pending Review== | ==Pending Review== | ||
| + | |||
| + | Activity | ||
| + | *My Activities/Find Activities | ||
| + | **bold= new or updated since last view | ||
| + | **color code for status | ||
*Account details | *Account details | ||
Revision as of 15:52, 24 October 2007
To Do
Accounts:
- [Create Payment Methods]
- make create payment methods common screen
- shipping accounts
- [Create Payment Methods]
Activities
- Scheduling Conflicts
- Busy/away during a time period
- Schedule another task will give error
- ignore conflicts
Cases
- My Cases/Find Cases
- bold= new or updated since last view
Pending Review
Activity
- My Activities/Find Activities
- bold= new or updated since last view
- color code for status
- Account details
- Account buttons
- Contacts - are contacts of this account
- [Remove] - disassociate
- Add new contact- [Create New Contact]
- View Marketing Campaign
- Create Tracking Codes
- View Marketing Campaign
- View Case
- Activities
- 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
