Documentation To Do Screen

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