Difference between revisions of "CRMS / SFA Reference Manual"
From Opentaps Wiki
Jump to navigationJump to search (→Orders) |
|||
| Line 43: | Line 43: | ||
*[[My Orders Screen]] | *[[My Orders Screen]] | ||
*[[Create Orders Screen CRMSFA|Create Orders Screen]] | *[[Create Orders Screen CRMSFA|Create Orders Screen]] | ||
| − | *[[Create New Customer Screen]] | + | **[[Create New Customer Screen]] |
| + | **[[Finalize Order Screen]] | ||
| + | **[[Review Order Screen]] | ||
*[[Find Orders Screen]] | *[[Find Orders Screen]] | ||
*[[Order Queue Screen]] | *[[Order Queue Screen]] | ||
Revision as of 15:36, 18 September 2007
Contents
My Home
Leads
Contacts
- My Contacts Screen
- Create Contact Screen
- Find Contact Screen
- Merge Contacts Screen
- Contact Forms Screen
Accounts
Cases
Activities
- Activity Details Screen
- My Calendar Screen
- Create Event Screen
- Create Task Screen
- Find Activities Screen
- Log Task Screen
Opportunities
- My Teams' Opportunity Screen
- Create Opportunity Screen
- Find Opportunity Screen
- View Opportunity Screen
- Create Quote Shortcut
Quotes
Orders
- My Orders Screen
- Create Orders Screen
- Find Orders Screen
- Order Queue Screen
- Return Screens:
