Difference between revisions of "Documentation To Do Screen"
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*Team Members | *Team Members | ||
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Revision as of 16:29, 30 October 2007
How This Page Works
- Add list of things to be written in the To Do section.
- Add new pages with their complete url and the docs site URL, like this:
https://demo1.opentaps.org/crmsfa/control/findMarketingCampaigns http://www.opentaps.org/docs/index.php?title=Find_Campaigns_Screen
- When there are pages waiting for review, add them like this:
[http://www.opentaps.org/docs/index.php?title=Account_Details_Screen&diff=1308&oldid=1271 Account Detail Changes]
It will look like this: Account Detail Changes
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 Case
- Activities
- Create Case
- Account or contact is required
- Team Members
- CRM team members
- Roles=Permissions
- Team Leader - can change roles, add/remove members
- Team members - view only
