Difference between revisions of "Documentation To Do Screen"
From Opentaps Wiki
Jump to navigationJump to search| Line 2: | Line 2: | ||
Accounts: | Accounts: | ||
| − | **[Create Payment Methods] | + | **[Create Payment Methods] for EFT Accounts, Gift Cards. |
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Activities | Activities | ||
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==Pending Review== | ==Pending Review== | ||
| − | + | [http://www.opentaps.org/docs/index.php?title=Account_Details_Screen&diff=1308&oldid=1271 Accounts Detail Screen] | |
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**View Marketing Campaign | **View Marketing Campaign | ||
***Create Tracking Codes | ***Create Tracking Codes | ||
Revision as of 16:02, 30 October 2007
To Do
Accounts:
- [Create Payment Methods] for EFT Accounts, Gift Cards.
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
- 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
