Difference between revisions of "Account Details Screen"
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==Pending Activities== | ==Pending Activities== | ||
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| + | The "Pending Activities" section lists activities that have been created but have not yet been completed. The list can be sorted alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Due Date". | ||
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| + | Clicking [New Event] will link you to the [[Create Event Screen]] of the Activities section of opentaps CRM. Similarly, clicking [New Task] will link you to the [[Create Task Screen]] of the Activities section. | ||
==Contacts== | ==Contacts== | ||
Revision as of 07:34, 27 September 2007
The "Account Details" screen is divided into the following sections:
Contents
Account
Sources
Marketing Campaigns
This section will list any marketing campaigns applied to the account with the date and time the campaign was noted in opentaps. It also allows you to add a "New Marketing Campaign" by selected it from the drop down menu and clicking the [Add] button.
Pending Activities
The "Pending Activities" section lists activities that have been created but have not yet been completed. The list can be sorted alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Due Date".
Clicking [New Event] will link you to the Create Event Screen of the Activities section of opentaps CRM. Similarly, clicking [New Task] will link you to the Create Task Screen of the Activities section.
