Difference between revisions of "Documentation To Do Screen"

Revision as of 15:44, 2 October 2007

Account details
- Account buttons
- Sources
- Contacts - are contacts of this account
  - [Remove] - disassociate
  - Add new contact- [Create New Contact]
- [Create Payment Methods]
  - shipping accounts
- Team Members
  - CRM team members
  - Roles=Permissions
  - Team Leader - can change roles, add/remove members
  - Team members - view only
Create Case
- Account or contact is required
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

@@ Line 1: / Line 1: @@
 ==To Do==
+*Account details
+**Account buttons
+**Sources
+**Contacts - are contacts of this account
+***[Remove] - disassociate
+***Add new contact- [Create New Contact]
+**[Create Payment Methods]
+***shipping accounts
+**Team Members
+***CRM team members
+***Roles=Permissions
+***Team Leader - can change roles, add/remove members
+***Team members - view only
+*Create Case
+**Account or contact is required
+*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
 ==Pending Review==