Documentation To Do Screen

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

Accounts Detail Screen

• • View Marketing Campaign
    • Create Tracking Codes

• View Case
  • Activities
• Create Case
  • Account or contact is required

• Marketing section
  • Create Campaign
  • Find Campaign
  • Create Contact List
  • Find Contact List
  • Survey Results
• Team Members
  • CRM team members
  • Roles=Permissions
  • Team Leader - can change roles, add/remove members
  • Team members - view only