Commence CRM-Help - User contributions [en]

Commence OnDemand Admin Guide

2021-03-18T20:41:11Z

J.collier: /* Introduction */ product name update

This Administrative Guide is designed to assist you with the tasks performed by the System Administrator such as data administration, user profiles, passwords, security rights and module settings.

== Introduction ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Introduction Introduction]
Commence is a web-based CRM solution that enables businesses to manage customer relationships in an organized and efficient manner. An intuitive set of ready to use applications automates the customer facing aspects of your business that directly impacts sales execution and customer service. Commence is customizable and offers extensive reporting and graphical analysis.

== Getting Started ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Getting Started Getting Started]
# Launch your internet browser application.
# Navigate to the address provided by your Commence sales representative.
# Enter the login name and password.
# Make sure to check the box ‘I agree” to the terms and conditions

The On-Demand Home Page will appear.

== Updating your Company Profile ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Updating your Company Profile Updating your Company Profile]
Once you have successfully logged onto the system, the next thing you must do is update your company profile. Look for your company name in the list of accounts on the Accounts tab. It is shown as a blue shaded row in the Accounts view.

== System Configuration ==
* [http://staging1.commenceonline.com/mediawiki/index.php/System Configuration System Configuration]
As an administrator, you have the ability to view or configure a number of On Demand features including server, email and license settings.

== Data Administration ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration Data Administration]
Administrators can perform several unique data management functions including data restoration and archiving, record merging and purging and global data replacement.

== Module Settings ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings Module Settings]
Commence On-Demand allows you to administer personalized settings for each of the system modules. This includes the ability to modify custom views, default views, custom fields, and terms. The steps for setting up default views, custom views, and custom fields will be the same throughout each of the modules.

== System Tools ==
* [http://staging1.commenceonline.com/mediawiki/index.php/System Tools System Tools]
The System tools function provides you with the ability to import data from disparate sources and perform territory realignment.

== Web Forms ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Web Forms Web Forms]
Commence OnDemand offers a WebForm API Implementation to capture LEADS from your website. The implementation is in two parts – Designer and API.

== Report Writer ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Report Writer Report Writer]
With CRM On Demand, you can determine personalized system reports on any information in the database. A library of pre-built reports is available, or you may create new ones. Users must have appropriate permissions to use the Reports module.
Reports are broken into categories for ease-of-use. All reports shows every report listed in alphabetical order.

Commence OnDemand User Help

2021-03-18T19:37:11Z

J.collier:

This guide is designed to help you to become familiar with the On Demand software. It provides an overview of the system and instructions for performing many of the most common operations.

== Introduction ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Main_Page/Introduction-announce Introduction]
Commence is a powerful web-based Customer Relationship Management (CRM) solution for managing client and sales related information. On Demand provides a comprehensive suite of tightly integrated applications that manage accounts, contacts, marketing, sales, leads, opportunities and customer service.

== Logging On ==
* [http://staging1.commenceonline.com/mediawiki/index.php/LoggingOn-announce Logging On]
Since Commence is a web-based service, you log on in the same way as other web sites requiring a Username and Password. Your website URL address will be provided to you by your Commence sales representative or your organization’s System Administrator.

== CRM Dashboard ==
* [http://staging1.commenceonline.com/mediawiki/index.php/CRM_Dashboard CRM Dashboard]
The CRM Dashboard is your home page. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities such as calendar, opportunities, alerts and new leads. To access this page from other modules, click on the Home tab at the top left of your screen.

== Leads ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Leads Leads]
A “Lead” is considered a name of a person or business that is not yet a qualified account. Some companies may use an inside sales team to qualify leads then pass the “hot ones” on to the sales team. Sales people may be doing this task themselves from imported lists, trade show guests or other sources. Having a separate repository of Leads is critical to ensure that your Account lists are not cluttered with hundreds of less valuable records.

== Accounts ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts Accounts]
Maintaining Account and Contact information is central to every activity. Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts. In most cases, entering account information is the first thing you will want to do as a new user. Then, you may wish to build a database of other information associated with those accounts.

== Calendar ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Calendar Calendar]
The Calendar module provides you with the ability to schedule appointments, meetings, activities, and events. Your calendar can be viewed in daily, weekly, monthly or yearly formats. You may share calendar items with others or mark them as private so they only appear on your calendar.

== Activities ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Activities Activities]
During the course of a business day, many events can be happening simultaneously, whether they’ve been scheduled or not. Activities may or may not appear in your calendar. If no time is associated with an activity, it will appear on your Activity list, along with scheduled items. Items that had no time associated may be given a time at a later date and then appear in the calendar.

== Sales Opportunities ==
* [http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities Sales Opportunities]
The Sales module offers a comprehensive solution for efficiently managing and tracking each stage of the sales cycle from lead through closure. Extensive reporting and graphical analysis provide management with timely accurate sales and pipeline reporting. This enables the effective management of new leads and new opportunities.

== Marketing ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing Marketing]
Commence supports the following types of marketing activity:
# '''Campaigns'''
# '''Events'''
# '''Mail Merge'''
# '''Literature Fulfillment'''

You may work with any one of these by making the corresponding selection from the Marketing Module Action panel.
'''Promotions, Literature Fulfillment, and Events''' record information for reference and function in a very similar manner. Mail Merge allows you to launch a mailing or Email campaign from within Commence.

== Support ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Support Support]
On-Demand is designed to help your customer support efforts in three key areas:
# '''Tickets''' – specific customer support issues
# '''FAQs''' – Answers to Frequently Asked Questions
# '''Knowledgebase''' – A database of articles containing information about your products and services, which are helpful to existing and potential customers.
# '''Analytics''' – Graphical charts to track the resolution of tickets.

== Documents ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Documents Documents]
The Documents module represents a library of company related documents. Documents are grouped in folders which may be nested creating a tree of folders similar to the folder tree found on a typical PC hard drive. Each user within your organization will have their own folder for retaining documents. Other folders (and nested folders) may be created as desired.

== Analytics ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Analytics Analytics]
Various charts and other graphics may appear on your screen when the “Analytics” module is selected. These graphs present data based upon the information in your database.

== Reports ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Reports Reports]
Various reports are built-in and your administrator may create new ones, allowing you to manage a wide range of activity about your business.

== Saved Searches and Lists ==
* [http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists Saved Searches and Lists]
There are many effective ways to manage records by name, grouping or other categorical descriptors. Commence On Demand enables your company to share a range of accounts lists, and also allows individual users to create and save “Saved Searches” from any of those lists. The lists come in handy when doing mail merge, emails or reports.

Commence CRM Help

2021-03-18T19:29:48Z

J.collier: /* Welcome to Commence CRM */

= Welcome to Commence =
Commence is a cloud-based Customer Relationship Management (CRM) solution that provides you with the ability to capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs.

See '''[[CRM_Help:About|what's new in Commence CRM]]''' for release notes and links to additional CRM Resources.

Browse the guides below to learn about all the features in your Commence CRM solution.

== Help for CRM Administrators ==
Commence is customizable and offers extensive reporting and graphical analysis. To quickly configure your instance of Commence, follow the steps in the '''[[Getting Started]]''' and '''[[Updating your Company Profile]]''' sections.

* [http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide Commence Admin Guide]
These topics describe the tasks performed by the system administrator such as creating user profiles, data security rights, customizing fields for each module, and importing data.

== Help for CRM Users ==
An intuitive set of ready to use applications automates many aspects of your business from sales to customer service. To quickly begin using your CRM, reference the '''[[Getting Started]]''' and '''[[CRM_Dashboard|CRM Dashboard]]''' sections.

* [http://staging1.commenceonline.com/mediawiki/index.php/Commence User Help]
These topics are designed for the end user. They provide an overview of the CRM system and instructions for performing many of the most common operations.

Commence CRM-Help:About

2013-08-22T17:12:02Z

J.collier:

This wiki is designed to help you learn about the Commence CRM online solution.

= Latest Features =
The latest release of Commence On Demand includes:

* [[Conversations]]
Conversations allows users to create and send messages to other logged-in users, and to read text messages from other users directly on their CRM dashboard.

== Archived Release Notes ==
* [[Release Notes V5.1.36]]

== About CRM Help ==
This is a public self-help resource for Commence On Demand CRM users and administrators.

* If you see a broken link please repair it, or report it on our [https://www.facebook.com/CommenceCRM Facebook page] or tweet us [https://twitter.com/CommenceCorp @CommenceCorp]. Someone from our Social CRM team will get back to you once the link is repaired.

* If you are looking for '''help on a specific topic''', and can't find it on this Wiki, please '''do not ask on this Wiki''', because it is not designed for a large number of questions and answers. Instead, send email to [mailto:websupport@commence.com?Subject=About Commence CRM Websupport].

''Feel free to leave a note on the '''Discussion''' tab of the page where you would have wanted/expected to find the information. Your feedback helps us to index this knowledge base and to make each topic more accessible.''

Commence CRM Help

2013-08-22T17:03:01Z

J.collier: make release notes link more prominent

= Welcome to Commence On Demand =
Commence On Demand is a cloud-based Customer Relationship Management (CRM) solution that provides you with the ability to capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs.

See '''[[CRM_Help:About|what's new in Commence CRM]]''' for release notes and links to additional CRM Resources.

Browse the guides below to learn about all the features in your Commence CRM solution.

== Help for CRM Administrators ==
Commence On-Demand is customizable and offers extensive reporting and graphical analysis. To quickly configure your instance of Commence On Demand, follow the steps in the '''[[Getting Started]]''' and '''[[Updating your Company Profile]]''' sections.

* [http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide Commence OnDemand Admin Guide]
These topics describe the tasks performed by the system administrator such as creating user profiles, data security rights, customizing fields for each module, and importing data.

== Help for CRM Users ==
An intuitive set of ready to use applications automates many aspects of your business from sales to customer service. To quickly begin using your CRM, reference the '''[[Getting Started]]''' and '''[[CRM_Dashboard|CRM Dashboard]]''' sections.

* [http://staging1.commenceonline.com/mediawiki/index.php/Commence OnDemand User Help]
These topics are designed for the end user. They provide an overview of the CRM system and instructions for performing many of the most common operations.

Creating User Accounts

2013-08-06T16:10:52Z

J.collier:

'''''TIP''': Prior to creating any new user login you must create a contact record for the user. See [[User_Administration#Adding_Employees_as_Contacts|Adding Employees as Contacts]].
''
# From the '''Quick Links''' menu, select '''Administration'''. ''The Users screen displays.''
# Click the ''New'' button and complete the following settings below:
# '''Type''': From the drop down menu, select whether the user will have ''Employee'' or ''Administrator'' access. ''Employee'' is the recommended type for most users.
# '''Name''': Click the '''Lookup''' button to select the corresponding contact and click the '''Select''' button. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''.
# '''User Name''': Type the desired username. The user name must be at least 6 characters long. For example, you can type the first initial plus last name.
# '''New Password''': Enter the user name as the password.
# '''Confirm Password''': Retype the user name again.
# '''Security Profile(s)''': Click the '''Lookup''' button to select an appropriate security profile for this user.
# '''Enabled''': Choose yes to enable the new user account.
# Click '''Save & Close''' when you have finished creating new user accounts. If you have additional users to create, click '''Save & New''' and repeat steps 4-10 to create the additional user names. The maximum number of users that can be enabled is based on your license agreement.

'''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit.

Creating User Accounts

2013-08-06T16:05:13Z

J.collier:

'''''TIP''': Prior to creating a user account you must create a contact record for the user.
See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page.
''
# From the '''Quick Links''' menu, select '''Administration'''. ''The Users screen displays.''
# Click the ''New'' button and complete the following settings below:
# '''Type''': From the drop down menu, select whether the user will have ''Employee'' or ''Administrator'' access. ''Employee'' is the recommended type for most users.
# '''Name''': Click the '''Lookup''' button to select the corresponding contact and click the '''Select''' button. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''.
# '''User Name''': Type the desired username. The user name must be at least 6 characters long. For example, you can type the first initial plus last name.
# '''New Password''': Enter the user name as the password.
# '''Confirm Password''': Retype the user name again.
# '''Security Profile(s)''': Click the '''Lookup''' button to select an appropriate security profile for this user.
# '''Enabled''': Choose yes to enable the new user account.
# Click '''Save & Close''' when you have finished creating new user accounts. If you have additional users to create, click '''Save & New''' and repeat steps 4-10 to create the additional user names. The maximum number of users that can be enabled is based on your license agreement.

'''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit.

Creating User Accounts

2013-08-06T16:04:17Z

J.collier:

'''''TIP''': Prior to creating a user account you must create a contact record for the user.
See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page.
''
# From the '''Quick Links''' menu, select '''Administration'''. ''The Users screen displays.''
# Click the ''New'' button. Fill in each
# '''Type''': From the drop down menu, select whether the user will have ''Employee'' or ''Administrator'' access. ''Employee'' is the recommended type for most users.
# '''Name''': Click the '''Lookup''' button to select the corresponding contact and click the '''Select''' button. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''.
# '''User Name''': Type the desired username. The user name must be at least 6 characters long. For example, you can type the first initial plus last name.
# '''New Password''': Enter the user name as the password.
# '''Confirm Password''': Retype the user name again.
# '''Security Profile(s)''': Click the '''Lookup''' button to select an appropriate security profile for this user.
# '''Enabled''': Choose yes to enable the new user account.
# Click '''Save & Close''' when you have finished creating new user accounts. If you have additional users to create, click '''Save & New''' and repeat steps 4-10 to create the additional user names. The maximum number of users that can be enabled is based on your license agreement.

'''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit.

Creating User Accounts

2013-08-06T16:03:48Z

J.collier:

'''''TIP''': Prior to creating a user account you must create a contact record for the user.
See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page.
''
# From the '''Quick Links''' menu, select '''Administration'''. ''The Users screen displays.''
# Click the ''New'' button. Fill in each
# '''Type''': From the drop down menu, select whether the user will have ''Employee'' or ''Administrator'' access. ''Employee'' is the recommended type for most users.
# '''Name''': Click the '''Lookup''' button to select the corresponding contact and click the '''Select''' button. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''.
# '''User Name''': Type the desired username. The user name must be at least 6 characters long. For example, you can type the first initial plus last name.
# '''New Password''': Enter the user name as the password.
# '''Confirm Password''': Retype the user name again.
# '''Security Profile(s)''' Click the '''Lookup''' button to select an appropriate security profile for this user.
# '''Enabled''': Choose yes to enable the new user account.
# Click '''Save & Close''' when you have finished creating new user accounts. If you have additional users to create, click '''Save & New''' and repeat steps 4-10 to create the additional user names. The maximum number of users that can be enabled is based on your license agreement.

'''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit.

Creating User Accounts

2013-08-06T15:39:25Z

J.collier:

'''''TIP''': Prior to creating a user account you must create a contact record for the user.
See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page.
''
# From the '''Quick Links''' menu, select '''Administration'''.
# From the '''Administrator''' menu, select '''Users'''.
# Click the ''New'' button. ''The User Settings screen displays.''
# From the drop down menu, select the user type. '''Employee''' is the recommended type for most users.
# Click the '''Lookup''' button to select the corresponding contact. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''.
# In the '''User Name''' field, type the user’s first initial with the last name, all lowercase. The user name must be at least 6 characters long. If first initial plus last name is too short, use first name plus last name.
# In the '''New Password''' field, enter the user name as the password.
# In the '''Confirm Password''' field, enter the user name again.
# Use the '''Lookup''' button to select an appropriate security profile for this user.
# Select the '''YES''' button to enable or activate the new user account.
# Click '''Save & New''' and repeat steps 4-10 to create additional user accounts. The maximum number of users that can be enabled is based on your license agreement.
# Click '''Save & Close''' when you have finished creating new user accounts.

'''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit.

Creating User Accounts

2013-08-06T15:33:15Z

J.collier:

'''''TIP''': Prior to creating a user account you must create a contact record for the user.
See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page.
''
1. From the '''Quick Links''' menu, select '''Administration'''.

2. From the '''Administrator''' menu, select '''Users'''.

3. Click the ''New'' button. ''The User Settings screen displays.''

4. From the drop down menu, select the user type. '''Employee''' is the recommended type for most users.

5. Click the '''Lookup''' button to select the corresponding contact. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''.

6 In the '''User Name''' field, type the user’s first initial with the last name, all lowercase. The user name must be at least 6 characters long. If first initial plus last name is too short, use first name plus last name.

7. In the '''New Password''' field, enter the user name as the password.

8. In the '''Confirm Password''' field, enter the user name again.

9. Use the '''Lookup''' button to select an appropriate security profile for this user.

10. Select the '''YES''' button to enable or activate the new user account.

11. Click '''Save & New''' and repeat steps 4-10 to create additional user accounts. The maximum number of users that can be enabled is based on your license agreement.

12. Click '''Save & Close''' when you have finished creating new user accounts.

'''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit.

Module Settings/Accounting

2013-06-07T21:51:41Z

J.collier:

The Accounting module is designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system. Commence On-Demand enables the tracking of order history, invoice history, payments, expenses, purchases orders, items, inventory and vendors. Integration of Commence On-Demand with disparate accounting systems is provided by Commence Corporation’s professional services staff on a fee-for-service basis. Administration of this application is only required for companies looking to integrate to their back end systems.

To establish field value options for '''Terms''':

1. Select '''Administration''' from '''Quick Links''' section.

2. Select '''Module Settings''' from the '''Administrator''' section.

3. Select '''Accounting'''. ''The Accounting Module Settings screen displays.''

4. Select '''Terms''' from the module settings listing.
* To add a terms field value, enter the terms name in the '''New Value''' field, and click the '''Add Value''' button.
* To edit a terms field value, select the name from the listing and enter the new name in the '''New Value''' field. Click the '''Edit Value''' button.
* To remove a terms field value, select the name from the listing and click the '''Remove''' button.

5. Click '''Save'''.

6. Click '''Save & Close''' when you are done.

Repeat the process to define values for '''Invoice Status''', '''Order Status''', and '''Locations'''.

Return to [[Module_Settings#Accounting_Module_Settings|Module Settings]]

Module Settings/Support

2013-06-07T21:50:17Z

J.collier:

You can designate one or more email accounts to be a Support Inbox. This is the email address to which your customers send their support inquiries. This is a Commence On Demand Premium Email feature.

== Configuring the Support Inbox ==
Use the following steps to customize the support inbox:

1. Select '''Administration''' from the '''Quick Links''' section.

2. Select '''Module Settings''' from the '''Administrator''' listing.

3. Select '''Support'''. ''The Support Module Settings screen displays.''

4. Select '''Support Inbox'''. ''The Support Module Settings: Support Inbox screen displays.''

5. When you are finished configuring each option, click the '''Save''' button to save the support inbox setup.

=== Defined Email Accounts ===
Each new email sent to a support inbox email account is assigned a Ticket ID. Any subsequent email messages that reference a Ticket ID are recorded as threads in the ticket resolution process.

Select only email accounts that are dedicated to receiving support related emails. Choose one or more support email addresses in the list of '''Defined Email Accounts''' using the '''Add''' button. The selected support accounts will appear to the right in the '''Selected Support Email Accounts''' listing.

=== Check Mail Every ===
Choose an appropriate frequency for checking the Selected Support Email Accounts for new support emails. The system can check as often as every 5 minutes, or as infrequently as ever 30 minutes. Select an automatic mail checking interval using the drop down list. If you prefer to check for new support email yourself, choose 'Never'.

=== Default Owner of Tickets ===
To prevent unassigned support tickets, use the '''Lookup''' button to assign a default owner for all Support Inbox generated tickets.

=== Auto Response Templates ===
Add your custom message text to the auto-response email sent to your customers.

* Click '''Edit''' to enter auto-response text for new tickets.

* Click '''Edit''' to enter auto-response text for existing tickets.

* Click '''Edit''' to enter auto-response text for errors, that is, invalid ticket IDs.

Return to [[Module_Settings#Support_Module_Settings|Module Settings]]

Module Settings/Projects

2013-06-07T21:49:34Z

J.collier:

Commence On Demand allows you to customize the project status (open, closed, or pending for example) that can be selected during the recording of project information. Use the following steps to customize the status field:

1. Select '''Administration''' from the '''Quick Links''' section.

2. Select '''Module Settings''' from the '''Administrator''' section.

3. Select '''Projects'''. ''The Projects Module Settings screen displays.''

4. Select '''Status'''.

* To add a project status, enter the project status name in the '''New Value''' field and click the '''Add Value''' button.

* To edit a project status, select the project status name from the listing and modify the name in the '''New Value''' field. Click the '''Edit Value''' button.

* To remove a project status, select the project status name from the listing and click the '''Remove''' button.

5. Click the '''Save''' button to save the project status and modify others.

6. Click '''Save & Close''' when you have completed your entries.

Return to [[Module_Settings#Projects_Module_Settings|Module Settings]]

Module Settings/Marketing

2013-06-07T21:47:26Z

J.collier: fixed dead-end page; added link back to Module Settings page

Commence On Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purposes.

# Select '''Administration''' from the '''Quick Links''' section.
# Select '''Module Settings''' from the '''Administrator''' section.
# Select '''Marketing'''. ''The Marketing Module Settings screen displays''.
# Select '''Literature'''.
# Click the '''Add New''' button.
# Enter the name of the literature item in the '''Name''' field.
# Click the '''Browse''' button to locate the associated literature file.
# Click the '''Save''' button to save and add additional literature to the listing.
# Select '''Save & Close''' when you have completed your entries.

Return to [[Module_Settings#Marketing_Module_Settings|Module Settings]]

Documents/How to Delete a Document

2013-06-07T21:33:15Z

J.collier: fixed dead-end page; added link back to Documents page

[[File:ScreenHunter_76 Sep. 25 14.52.jpg|left]]
1. Place a check mark beside one or more documents you wish to delete.

2. Click on the “Delete” button to delete the selected documents.

Return to [[Documents]]

Documents/How to Add a Document

2013-06-07T21:29:09Z

J.collier:

[[File:ScreenHunter_08 Sep. 25 13.47.jpg]]

1. Use the Folder Tree in the Documents Module Activity Panel to select the folder within which you wish to add a document.

2. Click on the “New” button. The “Upload File to Fileserver” dialog will appear.

3. Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC.

4. Tag the folder as “Public” or “Private.”

5. Complete the other information fields on the “Upload File to Fileserver” dialog.

6. Click on the “Save and Close” button to add your document.

[[File:ScreenHunter_82 Sep. 25 14.57.jpg]]

Return to [[Documents]]

Documents/How to Add a Document

2013-06-07T21:26:08Z

J.collier: fixed dead-end page; added link back to Documents page

After using the Documents Module Activity Panel to navigate to the folder within which you wish to place a document, click on the “New” button. On the “Upload File to Fileserver” dialog, use the “Browse” button to select a file from your PC. Complete oth-er information and then click on the “Save and Close” button.

[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to add a document.

:2. Click on the “New” button. The “Upload File to Fileserver” dialog will appear.

::3. Click on the “Browse” button and use your system’s standard “Choose File” dialog to locate and select the document on your PC.

::4. Tag the folder as “Public” or “Private.”

::5. Complete the other information fields on the “Upload File to Fileserver” dialog.

::6. Click on the “Save and Close” button to add your document.

[[File:ScreenHunter_82 Sep. 25 14.57.jpg]]

Return to [[Documents]]

Documents/How to Add a Document Folder

2013-06-07T21:25:38Z

J.collier: fixed dead-end page; added link back to Documents page

After using the Documents Module Activity Panel to navigate to the folder within which you wish to create a folder, click on the “New Folder” button. Enter the name of your new folder on the “
Edit Folder” dialog. Then click on “Save and Close” to create the new folder.

[[File:ScreenHunter_80 Sep. 25 14.56.jpg|left]]
1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder within which you wish to create a folder.

:::::2. Click on the “New Folder” button.

:::::3. Enter the name of your new folder.

:::::4. Tag the folder as “Public” or “Private.”

:::::5. Click on the “Save and Close” button.

[[File:ScreenHunter_81 Sep. 25 14.56.jpg]]

Return to [[Documents]]

Introduction

2013-06-07T21:19:02Z

J.collier: fixed dead-end page; added link back to Admin Guide

== Overview ==
''Commence On Demand'' is a web-based Customer Relationship Management (CRM) solution for managing client and sales related information. On Demand includes applications that manage accounts, contacts, marketing, sales, leads, opportunities and customer service.

Tasks performed by the system administrator include the management of data, user profiles, passwords, security rights and module settings.

== System Requirements ==
Because On Demand operates as a service over the Internet, there are no hardware requirements, no software to install, and it is accessible to you 24 hours a day, 7 days a week, anywhere high speed Internet access is available.
 

'''Internet Access''': Broadband (DSL, Cable, T1, Broadband Wireless, etc.)

'''Internet Browser''':
* Google Chrome™, most recent stable version
* Microsoft® Internet Explorer® versions 7, 8, 9, and 10
* Mozilla® Firefox®, most recent stable version
* Apple® Safari® version 5.1.x on Mac OS X

Return to '''[[Commence OnDemand Admin Guide]]'''

CRM Dashboard

2013-06-07T21:15:09Z

J.collier: /* Home Menu */

The CRM Dashboard is your '''home page''' when using On Demand. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities, a calendar, overdue activities, opportunities, new leads, alerts, my favorite reports, conversations and more.

[[File:useradmin.jpg|700px]]

= Module Tabs =

Module tabs run across the top of your CRM Dashboard and provide quick access to the On Demand modules that are available to you.

{| class="wikitable"
|-
|'''''Note:''' Your available choices of modules are determined by your Security Profile setup by the CRM System Administrator.
|}

To go to a module, simply click on the corresponding tab.

{| class="wikitable"
|-
! Tab/Icon !! Description
|-
| '''Home Icon''' || Your '''Home''' button is an icon at the far left of the module tabs that has an image of a small house. You may click on this button at any time to go to your CRM Dashboard.
|-
|'''[[Accounts]]''' || The '''Accounts''' module provides detailed information about '''accounts''', '''contacts''', and '''teams'''. An account is any entity with which you do business or may wish to do business. A contact is an individual associated with an account. Information includes name, address, telephone, fax, email, primary contact, etc. Teams allow multiple people to be assigned to accounts, sales opportunities, leads, or projects.
|-
| '''Email''' || The premium '''Email''' module is a full-function email system which provides all the basic email operations such as read, reply, forward, delete, creating folders, and sending attachments.
|-
| '''[[Calendar]]''' || The '''Calendar''' allows the scheduling and organizing of activities for specific dates. Scheduled activities may be viewed using a '''Daily''', '''Weekly''', '''Monthly''' or '''Annual''' view. You may also link to other calendars in your organization so that meetings may be scheduled when attendees are available.
|-
| '''[[Activities]]''' || This is your personal “to do” list. '''Activities''' tend to last for a period of time and may be completed at a future, as yet undetermined time, as opposed to calendar events which are tied to a specific date.
|-
| '''[[SalesOpportunities|Sales]]''' || The '''Sales''' module lets you to stay on top of opportunities in the pipeline, and manage the sales process from the earliest prospect stage to closure, and everything in-between.
|-
| '''[[Leads]]''' || A lead is a potential sale, or source of a potential sale. In the '''Leads''' module leads may be entered, tracked and managed. Leads are converted to accounts once they meet the criteria, interest or activity you or your company determine appropriate.
|-
| '''[[Marketing]]''' || Keep track of marketing campaigns, promotions and events and evaluate the performance of these programs in the '''Marketing''' module.
|-
| '''[[Support]]''' || Use the '''Support''' module to track and manage customer support issues (“tickets”). Maintain a product FAQ and database. Visual graphs representing support issues and status may be generated.
|-
| '''[[Documents]]''' || A library of documents may be maintained such as product brochures, price list, press releases, product specifications or fact sheets. Documents may be organized by folders and sent electronically via e-mail to prospects and customers.
|-
| '''[[Analytics]]''' || The '''Analytics''' module allows you to analyze your business through the graphical representation of data. Various graphs for sales, marketing and customer support may be generated.
|-
| '''Accounting''' || The '''Accounting''' module provides a location to log and manage invoice, payment, expense and purchase order information.
|}

= Home Menu =
[[File:Home.jpg|100px|left]]

On the left side of the Dashboard just above '''Quick Links''' is an area labeled '''Home'''. This menu of shortcuts will change depending on which module you are using, and allows you to quickly accomplish specific tasks within each module.

For example, click '''New Lead''' from the Home menu to add a new Lead Account.

''See [[CRM_Dashboard#Module_Tabs|Module Tabs]] above for more information about adding data to each CRM Module.''

= Quick Links =
The Quick Links options remain the same regardless of the On Demand module currently in use.

{| class="wikitable"
|-
! Link !! Description
|-
| '''Help''' || Direct access to the On Demand Help.
|-
| '''Administration''' || This option will appear only if you have administrative privileges. (See [[CommenceOnDemandAdminGuide|Commence OnDemand Admin Guide]] for more information.)
|-
| '''Preferences''' || '''General''': Update your personal information, change your password, and configure any available plug-ins.

'''Home''': Edit your dashboard Home page and view your Conversation history.

'''Email''': Add Premium Email accounts and manage related preferences.

'''Calendar''': Choose your preferred calendar view and manage which other users can access your calendar.
|-
| '''Reports''' || Generate reports based upon information in the On Demand database.
|-
| '''World Clock''' || Display the current time for various locations around the world.
|-
| '''Calculator''' || A calculator pops up on screen.
|-
| '''Logout''' || Log off and close your session of On Demand.
|}

= Searching and Editing the Home Page =
[[File:CRMDashboard-HomePageSearch-Edit-Help.png]]

== Search ==
The CRM Dashboard includes a search function. Enter one or more words into the search box and then press the '''Search''' button. The search will return a list of records that match the search criteria.

When used on the CRM Dashboard, the search function will take you directly to the '''Accounts''' module, and will display the accounts that match your search criteria. You can quickly search on the name of an account or search on partially spelled contact information such as the primary contact name, account manager name, street address, city, state, postal code, phone number, or email address.

== Edit ==
* [[Edit_Dashboard|How to Edit your CRM Dashboard]]
Most of the CRM Dashboard screen is reserved for displaying portlets which are summaries of key information from each available On Demand module. These portlets allow you to view important information without having to visit multiple modules individually.

Click '''Edit''' at the top of the page to select which portlets appear on your own personal Dashboard, or to rearrange the order in which they are displayed. This button is located on the dark blue bar, to the right of the '''Search''' function.

== Help ==

For quick access to this online Help for Commence On Demand, click the '''Help''' (Question Mark) button located on the dark blue bar. There is also a shortcut to Help under Quick Links.

Return to '''[[Commence OnDemand User Help]]'''

CRM Dashboard

2013-06-07T21:14:43Z

J.collier: /* Home Menu */

CRM Dashboard

2013-06-07T21:10:56Z

J.collier: /* Home Menu */

The CRM Dashboard is your '''home page''' when using On Demand. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities, a calendar, overdue activities, opportunities, new leads, alerts, my favorite reports, conversations and more.

[[File:useradmin.jpg|700px]]

= Module Tabs =

Module tabs run across the top of your CRM Dashboard and provide quick access to the On Demand modules that are available to you.

{| class="wikitable"
|-
|'''''Note:''' Your available choices of modules are determined by your Security Profile setup by the CRM System Administrator.
|}

To go to a module, simply click on the corresponding tab.

{| class="wikitable"
|-
! Tab/Icon !! Description
|-
| '''Home Icon''' || Your '''Home''' button is an icon at the far left of the module tabs that has an image of a small house. You may click on this button at any time to go to your CRM Dashboard.
|-
|'''[[Accounts]]''' || The '''Accounts''' module provides detailed information about '''accounts''', '''contacts''', and '''teams'''. An account is any entity with which you do business or may wish to do business. A contact is an individual associated with an account. Information includes name, address, telephone, fax, email, primary contact, etc. Teams allow multiple people to be assigned to accounts, sales opportunities, leads, or projects.
|-
| '''Email''' || The premium '''Email''' module is a full-function email system which provides all the basic email operations such as read, reply, forward, delete, creating folders, and sending attachments.
|-
| '''[[Calendar]]''' || The '''Calendar''' allows the scheduling and organizing of activities for specific dates. Scheduled activities may be viewed using a '''Daily''', '''Weekly''', '''Monthly''' or '''Annual''' view. You may also link to other calendars in your organization so that meetings may be scheduled when attendees are available.
|-
| '''[[Activities]]''' || This is your personal “to do” list. '''Activities''' tend to last for a period of time and may be completed at a future, as yet undetermined time, as opposed to calendar events which are tied to a specific date.
|-
| '''[[SalesOpportunities|Sales]]''' || The '''Sales''' module lets you to stay on top of opportunities in the pipeline, and manage the sales process from the earliest prospect stage to closure, and everything in-between.
|-
| '''[[Leads]]''' || A lead is a potential sale, or source of a potential sale. In the '''Leads''' module leads may be entered, tracked and managed. Leads are converted to accounts once they meet the criteria, interest or activity you or your company determine appropriate.
|-
| '''[[Marketing]]''' || Keep track of marketing campaigns, promotions and events and evaluate the performance of these programs in the '''Marketing''' module.
|-
| '''[[Support]]''' || Use the '''Support''' module to track and manage customer support issues (“tickets”). Maintain a product FAQ and database. Visual graphs representing support issues and status may be generated.
|-
| '''[[Documents]]''' || A library of documents may be maintained such as product brochures, price list, press releases, product specifications or fact sheets. Documents may be organized by folders and sent electronically via e-mail to prospects and customers.
|-
| '''[[Analytics]]''' || The '''Analytics''' module allows you to analyze your business through the graphical representation of data. Various graphs for sales, marketing and customer support may be generated.
|-
| '''Accounting''' || The '''Accounting''' module provides a location to log and manage invoice, payment, expense and purchase order information.
|}

= Home Menu =
[[File:Home.jpg|100px|left]]

On the left side of the Dashboard just above '''Quick Links''' is an area labeled '''Home'''. This menu of shortcuts will change depending on which module you are using, and allows you to quickly accomplish specific tasks within each module.

For example, click '''New Lead''' from the Home menu to add a new Lead Account.

= Quick Links =
The Quick Links options remain the same regardless of the On Demand module currently in use.

{| class="wikitable"
|-
! Link !! Description
|-
| '''Help''' || Direct access to the On Demand Help.
|-
| '''Administration''' || This option will appear only if you have administrative privileges. (See [[CommenceOnDemandAdminGuide|Commence OnDemand Admin Guide]] for more information.)
|-
| '''Preferences''' || '''General''': Update your personal information, change your password, and configure any available plug-ins.

'''Home''': Edit your dashboard Home page and view your Conversation history.

'''Email''': Add Premium Email accounts and manage related preferences.

'''Calendar''': Choose your preferred calendar view and manage which other users can access your calendar.
|-
| '''Reports''' || Generate reports based upon information in the On Demand database.
|-
| '''World Clock''' || Display the current time for various locations around the world.
|-
| '''Calculator''' || A calculator pops up on screen.
|-
| '''Logout''' || Log off and close your session of On Demand.
|}

= Searching and Editing the Home Page =
[[File:CRMDashboard-HomePageSearch-Edit-Help.png]]

== Search ==
The CRM Dashboard includes a search function. Enter one or more words into the search box and then press the '''Search''' button. The search will return a list of records that match the search criteria.

When used on the CRM Dashboard, the search function will take you directly to the '''Accounts''' module, and will display the accounts that match your search criteria. You can quickly search on the name of an account or search on partially spelled contact information such as the primary contact name, account manager name, street address, city, state, postal code, phone number, or email address.

== Edit ==
* [[Edit_Dashboard|How to Edit your CRM Dashboard]]
Most of the CRM Dashboard screen is reserved for displaying portlets which are summaries of key information from each available On Demand module. These portlets allow you to view important information without having to visit multiple modules individually.

Click '''Edit''' at the top of the page to select which portlets appear on your own personal Dashboard, or to rearrange the order in which they are displayed. This button is located on the dark blue bar, to the right of the '''Search''' function.

== Help ==

For quick access to this online Help for Commence On Demand, click the '''Help''' (Question Mark) button located on the dark blue bar. There is also a shortcut to Help under Quick Links.

Return to '''[[Commence OnDemand User Help]]'''

CRM Dashboard

2013-06-07T21:09:01Z

J.collier: /* Home Menu */ added Home menu image

The CRM Dashboard is your '''home page''' when using On Demand. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities, a calendar, overdue activities, opportunities, new leads, alerts, my favorite reports, conversations and more.

[[File:useradmin.jpg|700px]]

= Module Tabs =

Module tabs run across the top of your CRM Dashboard and provide quick access to the On Demand modules that are available to you.

{| class="wikitable"
|-
|'''''Note:''' Your available choices of modules are determined by your Security Profile setup by the CRM System Administrator.
|}

To go to a module, simply click on the corresponding tab.

{| class="wikitable"
|-
! Tab/Icon !! Description
|-
| '''Home Icon''' || Your '''Home''' button is an icon at the far left of the module tabs that has an image of a small house. You may click on this button at any time to go to your CRM Dashboard.
|-
|'''[[Accounts]]''' || The '''Accounts''' module provides detailed information about '''accounts''', '''contacts''', and '''teams'''. An account is any entity with which you do business or may wish to do business. A contact is an individual associated with an account. Information includes name, address, telephone, fax, email, primary contact, etc. Teams allow multiple people to be assigned to accounts, sales opportunities, leads, or projects.
|-
| '''Email''' || The premium '''Email''' module is a full-function email system which provides all the basic email operations such as read, reply, forward, delete, creating folders, and sending attachments.
|-
| '''[[Calendar]]''' || The '''Calendar''' allows the scheduling and organizing of activities for specific dates. Scheduled activities may be viewed using a '''Daily''', '''Weekly''', '''Monthly''' or '''Annual''' view. You may also link to other calendars in your organization so that meetings may be scheduled when attendees are available.
|-
| '''[[Activities]]''' || This is your personal “to do” list. '''Activities''' tend to last for a period of time and may be completed at a future, as yet undetermined time, as opposed to calendar events which are tied to a specific date.
|-
| '''[[SalesOpportunities|Sales]]''' || The '''Sales''' module lets you to stay on top of opportunities in the pipeline, and manage the sales process from the earliest prospect stage to closure, and everything in-between.
|-
| '''[[Leads]]''' || A lead is a potential sale, or source of a potential sale. In the '''Leads''' module leads may be entered, tracked and managed. Leads are converted to accounts once they meet the criteria, interest or activity you or your company determine appropriate.
|-
| '''[[Marketing]]''' || Keep track of marketing campaigns, promotions and events and evaluate the performance of these programs in the '''Marketing''' module.
|-
| '''[[Support]]''' || Use the '''Support''' module to track and manage customer support issues (“tickets”). Maintain a product FAQ and database. Visual graphs representing support issues and status may be generated.
|-
| '''[[Documents]]''' || A library of documents may be maintained such as product brochures, price list, press releases, product specifications or fact sheets. Documents may be organized by folders and sent electronically via e-mail to prospects and customers.
|-
| '''[[Analytics]]''' || The '''Analytics''' module allows you to analyze your business through the graphical representation of data. Various graphs for sales, marketing and customer support may be generated.
|-
| '''Accounting''' || The '''Accounting''' module provides a location to log and manage invoice, payment, expense and purchase order information.
|}

= Home Menu =
[[File:Home.jpg|100px|left|thumb|Home Menu]]

On the left side of the Dashboard just above '''Quick Links''' is an area labeled '''Home'''. This menu of shortcuts will change depending on which module you are using, and allows you to quickly accomplish specific tasks within each module.

For example, click '''New Lead''' from the Home menu to add a new Lead Account.

= Quick Links =
The Quick Links options remain the same regardless of the On Demand module currently in use.

{| class="wikitable"
|-
! Link !! Description
|-
| '''Help''' || Direct access to the On Demand Help.
|-
| '''Administration''' || This option will appear only if you have administrative privileges. (See [[CommenceOnDemandAdminGuide|Commence OnDemand Admin Guide]] for more information.)
|-
| '''Preferences''' || '''General''': Update your personal information, change your password, and configure any available plug-ins.

'''Home''': Edit your dashboard Home page and view your Conversation history.

'''Email''': Add Premium Email accounts and manage related preferences.

'''Calendar''': Choose your preferred calendar view and manage which other users can access your calendar.
|-
| '''Reports''' || Generate reports based upon information in the On Demand database.
|-
| '''World Clock''' || Display the current time for various locations around the world.
|-
| '''Calculator''' || A calculator pops up on screen.
|-
| '''Logout''' || Log off and close your session of On Demand.
|}

= Searching and Editing the Home Page =
[[File:CRMDashboard-HomePageSearch-Edit-Help.png]]

== Search ==
The CRM Dashboard includes a search function. Enter one or more words into the search box and then press the '''Search''' button. The search will return a list of records that match the search criteria.

When used on the CRM Dashboard, the search function will take you directly to the '''Accounts''' module, and will display the accounts that match your search criteria. You can quickly search on the name of an account or search on partially spelled contact information such as the primary contact name, account manager name, street address, city, state, postal code, phone number, or email address.

== Edit ==
* [[Edit_Dashboard|How to Edit your CRM Dashboard]]
Most of the CRM Dashboard screen is reserved for displaying portlets which are summaries of key information from each available On Demand module. These portlets allow you to view important information without having to visit multiple modules individually.

Click '''Edit''' at the top of the page to select which portlets appear on your own personal Dashboard, or to rearrange the order in which they are displayed. This button is located on the dark blue bar, to the right of the '''Search''' function.

== Help ==

For quick access to this online Help for Commence On Demand, click the '''Help''' (Question Mark) button located on the dark blue bar. There is also a shortcut to Help under Quick Links.

Return to '''[[Commence OnDemand User Help]]'''

Leads/How to Enter a New Lead

2013-06-07T21:01:30Z

J.collier:

You can enter a new lead from the '''Leads''' module or directly from your Dashboard.

[[File:Home.jpg|left|thumb|Home]]

1. Click on '''New Lead''' from the CRM Dashboard. ''The New Lead form displays.''

2. Fill in the Lead Company information on the left side of the form. On the right side, fill in the primary contact information.

3. You also have the ability to save the lead to a specific lead list. On the bottom of the left side of the form, select the name of the list from the Lead List drop-down.

4. you can add a note to the lead by checking box marked “Create Note"

5. Click '''Save Changes'''.

Clicking on the '''Leads''' module brings you to where the leads are cataloged.

Return to [[Leads]]

Module Settings/Support

2013-06-07T20:54:54Z

J.collier: fixed dead-end page; added link back to Module Settings page

Module Settings/Support

2013-06-07T20:53:43Z

J.collier: added topic headers and other formatting

Module Settings/Sales

2013-06-07T20:31:31Z

J.collier: fixed dead-end page; added link back to Module Settings page

Commence On Demand allows you to define sales opportunity and quote values for '''Sources''', '''Types''', '''Stages''', '''Terms''' as well as establish '''Sales Quotas'''.

To establish field value options for '''Sources''':

1. Select '''Administration''' from the '''Quick Links''' section.

2. Select '''Module Settings''' from the '''Administrator''' section.

3. Select '''Sales'''. ''The Sales Module Settings screen displays.''

4. Select '''Sources''' from the module settings listing.

5. Define the field values:

* To add a field value, enter the name in the '''New Value''' field and click the '''Add Value''' button.
* To edit a field value, select the field name in the listing and enter new name in the '''New Value''' field. Click the '''Edit Value''' button.
* To remove a field value, select the field name in the listing and click the '''Remove''' button.
* To change the order that the values appear in the drop down list, select the source field name and select '''Up''' or '''Down''' to move the value in the list.
6. Click '''Save'''.

7. Click '''Save & Close''' when you are done.

Repeat the process to define values for '''Types''', '''Stages''', '''Terms''', and '''Sales Quotas'''.

Return to [[Module_Settings|Module Settings]]

Module Settings/Projects

2013-06-07T20:30:37Z

J.collier: fixed dead-end page; added link back to Module Settings page

Module Settings/Template Management

2013-06-07T20:30:03Z

J.collier: fixed dead-end page; added link back to Module Settings page

Commence On Demand gives you the capability to develop and manage print, email, sales proposal, support ticket and order templates that suit your company needs.

To create a new template:

1. Select '''Administration''' from the '''Quick Links''' section.

2. Select '''Module Settings''' from the '''Administrator''' section.

3. Select Template Management.

4. Click the '''New Template''' button.

5. Enter the name in the '''Template Name''' field.

7. Select the template type from the drop down list.

8. Enter the content for the template, using the formatting buttons to create the look of the template.

9. Click the '''Save''' button. ''The template is saved and an ID number is automatically assigned.''

'''Note:''' If creating an HTML template, copy your source from your HTML file, click the '''Source''' button in the Commence template design tool, paste the HTML script into the body of the document then click '''Source''' again to return to normal document mode. Pictures may be included if they are located on a web site and you can reference the URL to that image file.

== Email Templates (Premium Email Feature) ==

Users can save their own personalized e-mail templates. The creation process does not require Administrator access. Personal email templates are not shared and are only available to the user who created them.

1. From the Email module, click '''Compose''' to create a new email message.

2. Enter and format the body of your message and attach files as needed.

3. Click '''Save Template''' to save your changes. Your new template will appear on the '''Load Template''' list next time you compose an email message.

Return to [[Module_Settings|Module Settings]]

Module Settings/Activities

2013-06-07T20:28:58Z

J.collier: fixed dead-end page; added link back to Module Settings page

Commence On Demand allows you to customize the list of '''Activities''' resource values (for example, conference rooms, projectors or white boards) that can be selected during the scheduling of meetings or activities.

1. Select '''Administration''' from '''Quick Links''' section.

2. Select '''Module Settings''' from the '''Administrator''' section.

3. Select '''Activities'''. ''The Activities Module Settings screen displays.''

4. Select '''Resources''' from the module settings listing.

* To add a resource field value, enter the resource name in the '''New Value''' field, and click the '''Add Value''' button.
* To edit a resource field value, select the name from the listing and enter the new name in the New Value field. Click the '''Edit Value''' button.
* To remove a resource field value, select the name from the listing and click the '''Remove''' button.

5. Click '''Save'''.

6. Click '''Save & Close''' when you are done.

Return to [[Module_Settings|Module Settings]]

Module Settings/Accounting

2013-06-07T20:28:23Z

J.collier: fixed dead-end page; added link back to Module Settings page

Module Settings/Accounts

2013-06-07T20:27:39Z

J.collier: fixed dead-end page; added link back to Module Settings page

Commence On Demand allows you to define account, lead and contact values for '''Sources''', '''Industry''', '''Address Type''', and '''Products''' that suit the specific needs of your company.

To establish field value options for '''Sources''':

1. Select '''Administration''' from the '''Quick Links''' section.

2. Select '''Module Settings''' from the '''Administrator''' section.

3. Select '''Accounts'''. ''The Contacts Module Settings screen displays.''

4. Select '''Sources''' from the module settings listing.

5. Define the field values:

* To add a field value, enter the name in the '''New Value''' field and click the '''Add Value''' button.
* To edit a field value, select the field name in the listing and enter new name in the '''New Value''' field. Click the '''Edit Value''' button.
* To remove a field value, select the field name in the listing and click the '''Remove''' button.
* To change the order that the values appear in the drop down list, select the source field name and select '''Up''' or '''Down''' to move the value in the list.
6. Click '''Save'''.

7. Click '''Save & Close''' when you are done.

Repeat the process to define values for '''Industry''', '''Address Type''', and '''Products'''.

Return to [[Module_Settings|Module Settings]]

Accounts/HowtoViewaGroupofAccounts

2013-06-07T20:25:49Z

J.collier: fixed dead-end page; added link back to Accounts page

Use the steps below to quickly view the details for a group of accounts.

[[File:ScreenHunter_14 Sep. 25 13.56.jpg|right]]
# Go to the Accounts module screen by clicking on the “Accounts” module tab.
# When the Accounts module opens, all accounts will be listed on the screen.
# Place a check mark beside each Account that you would like to view.
# Click on the “View” button to open the account detail dialog. The account detail dialog will appear displaying the first account selected. On the right side of the screen you will see a listing of the other accounts you selected.
# Click on any of the selected accounts to display the specific detail for each account.

Return to [[Accounts]]

Accounts/How to View Account Detail

2013-06-07T20:24:58Z

J.collier: added headers and link to page Accounts/HowtoViewaGroupofAccounts

== Viewing a single Account ==
1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''

2. Click on any listed account name to see more detailed information about that account. ''The Account detail screen displays.''

Account details are shown in the top view and related information is in the secondary or lower view.

[[File:ScreenHunter_12 Sep. 25 13.52.jpg]]

== Viewing a group of Accounts ==
Use the browse buttons to the right of the detail to quickly view groups of accounts (10 per page) without leaving the detail screen.
* [[Accounts/HowtoViewaGroupofAccounts| How to View a Group of Accounts]]

Return to [[Accounts]]

Accounts

2013-06-07T19:53:35Z

J.collier: /* How to View a List of Teams */ added information about team reports and team analytics; removed team sharing

Maintaining '''account''' and '''contact''' information is central to every '''On Demand''' activity. An account in an entity with which you do business or would like to do business.A contact is an individual associated with an account. A single account can have any number of contacts. The '''Sales''', '''Leads''', '''Marketing''', '''Support''', and '''Calendar''' functions all revolve around your accounts.

In most cases, entering account information is the first thing you will want to do as a new On Demand user.

[[File:ScreenHunter_02 Sep. 25 13.38.jpg|500px|thumb|right]]

== How to Set Up a New Account ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Set Up a New Account How to Set Up a New Account]
You set up a new account by clicking the '''New''' button on the '''Accounts''' screen. Then fill in available information in the fields provided.

== How to View a List of Accounts ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofAccounts How to View a List of Accounts]
On-Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. When you click on the '''Accounts''' module tab, the list of your accounts displays.

== How to View Account Detail ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAccountDetail How to View Account Detail]
On the Accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.

== How to Sort Accounts ==
* [[Accounts/HowtoSortAccounts|How to Sort Accounts]]

In the default view, accounts are sorted alphabetically by account name in ascending order. You may change this sort order in custom views.

== How to Delete an Account ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoDeleteanAccount How to Delete an Account]
Accounts may be deleted in the accounts list view or from the Account detail screen.

== How to Add an Account Contact ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact]
You add contacts for an account from the '''Related Info''' section of the '''Accounts Detail''' screen.

== How to View Contacts within an Account ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewContactswithinanAccount How to View Contacts within an Account]
An account’s contacts are listed as part of that account’s detail information.

== How to View All Contacts from All Accounts ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAllContactsfromAllAccounts How to View All Contacts from All Accounts]
You may view all contacts from all accounts from '''Home''' section in the '''Accounts''' module.

== How to View a List of Teams ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams]
Commence On Demand supports the concept of '''Teams''' and/or territories. There are a few specific modules within Commence where Teams are used. These modules include Accounts, Sales Opportunities, Leads, Projects. When running reports for these modules, the data can be grouped by Teams. Team analytics are also available for Sales data.

== How to Set Up a New Team ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team]
You can create a team as a group of people inside and/or outside of your company that will work together on an opportunity or project.

Return to [[Commence OnDemand User Help]]

Accounts/How to Add an Additional Contact

2013-06-07T19:25:44Z

J.collier:

[[File:ScreenHunter_20 Sep. 25 14.00.jpg|left]]
::::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''

::::::::2. Click on the account name for which you wish to add a new contact. ''The Account detail window displays.''

::::::::3. Click on the '''New Contact''' button in the secondary Related Info section at the bottom of the screen. The '''New Contact''' dialog displays.

::::::::4. Enter the first and last name of the contact and any additional information.

::::::::5. Click on the '''Save Changes''' button to save your changes.

Return to [[Accounts]]

Accounts/HowtoSortAccounts

2013-06-07T19:23:33Z

J.collier: added Return page.

By default, the account list is sorted alphabetically by account name in ascending order. You may choose to sort the list based upon any column heading by clicking on that heading. Clicking again on the same heading will toggle between ascending and descending order. A small arrow pointing up or down will indicate the column on which the list is currently sorted.

[[File:ScreenHunter_15 Sep. 25 13.56.jpg|left]]
::::::::1. While viewing the list of accounts, click on a column heading to sort the list by the contents of that col-umn.

::::::::2. Click the same column again to toggle between as-cending and descending order.

Return to [[Accounts]] page.

Accounts

2013-06-07T19:21:29Z

J.collier: /* How to Sort Accounts */ added back link to page

Maintaining '''account''' and '''contact''' information is central to every '''On Demand''' activity. An account in an entity with which you do business or would like to do business.A contact is an individual associated with an account. A single account can have any number of contacts. The '''Sales''', '''Leads''', '''Marketing''', '''Support''', and '''Calendar''' functions all revolve around your accounts.

In most cases, entering account information is the first thing you will want to do as a new On Demand user.

[[File:ScreenHunter_02 Sep. 25 13.38.jpg|500px|thumb|right]]

== How to Set Up a New Account ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Set Up a New Account How to Set Up a New Account]
You set up a new account by clicking the '''New''' button on the '''Accounts''' screen. Then fill in available information in the fields provided.

== How to View a List of Accounts ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofAccounts How to View a List of Accounts]
On-Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. When you click on the '''Accounts''' module tab, the list of your accounts displays.

== How to View Account Detail ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAccountDetail How to View Account Detail]
On the Accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.

== How to Sort Accounts ==
* [[Accounts/HowtoSortAccounts|How to Sort Accounts]]

In the default view, accounts are sorted alphabetically by account name in ascending order. You may change this sort order in custom views.

== How to Delete an Account ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoDeleteanAccount How to Delete an Account]
Accounts may be deleted in the accounts list view or from the Account detail screen.

== How to Add an Account Contact ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact]
You add contacts for an account from the '''Related Info''' section of the '''Accounts Detail''' screen.

== How to View Contacts within an Account ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewContactswithinanAccount How to View Contacts within an Account]
An account’s contacts are listed as part of that account’s detail information.

== How to View All Contacts from All Accounts ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAllContactsfromAllAccounts How to View All Contacts from All Accounts]
You may view all contacts from all accounts from '''Home''' section in the '''Accounts''' module.

== How to View a List of Teams ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams]
Commence On Demand supports the concept of '''Teams''' and/or team selling. Members assigned to a team can share information associated to a specific sales opportunity, lead, account, or project.

== How to Set Up a New Team ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team]
You can create a team as a group of people inside and/or outside of your company that will work together on an opportunity or project.

Return to [[Commence OnDemand User Help]]

Accounts

2013-06-07T19:10:58Z

J.collier: resized image

Maintaining '''account''' and '''contact''' information is central to every '''On Demand''' activity. An account in an entity with which you do business or would like to do business.A contact is an individual associated with an account. A single account can have any number of contacts. The '''Sales''', '''Leads''', '''Marketing''', '''Support''', and '''Calendar''' functions all revolve around your accounts.

In most cases, entering account information is the first thing you will want to do as a new On Demand user.

[[File:ScreenHunter_02 Sep. 25 13.38.jpg|500px|thumb|right]]

== How to Set Up a New Account ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/How to Set Up a New Account How to Set Up a New Account]
You set up a new account by clicking the '''New''' button on the '''Accounts''' screen. Then fill in available information in the fields provided.

== How to View a List of Accounts ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofAccounts How to View a List of Accounts]
On-Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. When you click on the '''Accounts''' module tab, the list of your accounts displays.

== How to View Account Detail ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAccountDetail How to View Account Detail]
On the Accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.

== How to Sort Accounts ==
By default, the account list is sorted alphabetically by account name in ascending order. You may choose to sort the list based upon any column heading by clicking on that heading. Clicking again on the same heading will toggle between ascending and descending order. A small arrow pointing up or down will indicate the column on which the list is currently sorted.

== How to Delete an Account ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoDeleteanAccount How to Delete an Account]
Accounts may be deleted in the accounts list view or from the Account detail screen.

== How to Add an Account Contact ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact]
You add contacts for an account from the '''Related Info''' section of the '''Accounts Detail''' screen.

== How to View Contacts within an Account ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewContactswithinanAccount How to View Contacts within an Account]
An account’s contacts are listed as part of that account’s detail information.

== How to View All Contacts from All Accounts ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAllContactsfromAllAccounts How to View All Contacts from All Accounts]
You may view all contacts from all accounts from '''Home''' section in the '''Accounts''' module.

== How to View a List of Teams ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams]
Commence On Demand supports the concept of '''Teams''' and/or team selling. Members assigned to a team can share information associated to a specific sales opportunity, lead, account, or project.

== How to Set Up a New Team ==
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team]
You can create a team as a group of people inside and/or outside of your company that will work together on an opportunity or project.

Return to [[Commence OnDemand User Help]]

Email/YourOn-DemandEmailAddress

2013-06-07T18:45:56Z

J.collier:

With Commence On Demand premium email, you may send and receive email using one or more business email addresses. See your Email System Administrator for the appropriate account settings. In the Quick Links box click “Preferences”. When the Preferences box appears above the Quick Links, click “Email” then “New Account”.

[[File:ScreenHunter_25 Sep. 25 14.04.jpg]][[File:ScreenHunter_26 Sep. 25 14.05.jpg]] [[File:ScreenHunter_24 Sep. 25 14.04.jpg]]

[[File:ScreenHunter_27 Sep. 25 14.06.jpg]]

Edit Dashboard

2013-06-07T18:37:57Z

J.collier: /* Setting the Refresh Rate */

Return to '''[[CRM_Dashboard|CRM Dashboard]]'''
= Customizing your CRM Dashboard =

[[File:HomePageEditDashboard.PNG]]
== Setting the Refresh Rate ==
The Dashboard automatically refreshes to display the latest information. You can adjust this by setting the Refresh Rate of the page so that the page updates based on how frequently new information is being added to the system. The refresh rate can be controlled down to the second if desired.

To refresh less frequently, choose your interval in minutes. For a rapid refresh (1 minute or less between intervals), set the Minutes to 0 and choose the number of Seconds.

== Arranging Portlets on your Dashboard ==
You may decide which portlets appear on your own CRM Dashboard by clicking the '''Edit''' button and moving available portlets between the “Available” and “Show” lists. Those listed under “Show these portlets” will appear on your Digital Dashboard screen. The system will optimize the cleanest possible look in the order you established.
# Move an “Available” portlet to the “Show” list by highlighting the portlet name and clicking the '''Add''' button.
# Remove a portlet from the “Show” list by highlighting the name and clicking on the '''Remove''' button.
# Rearrange the order of appearance of portlets on the “Show” list by highlighting the summary name and clicking the '''Up''' or '''Down''' button. Click '''Save''' when done.

= Available Dashboard Portlets =
Each Dashboard portlet provides immediate access to vital information and shortcuts to additional tasks. Below is a brief description of each one.

{| class="wikitable"
|-
|'''''Note:''' Your available choices of portlets are determined by your Security Profile setup by the CRM System Administrator, and by the application modules licensed for use.
|}

== Alerts ==

Alerts are reminders that have been set for activities such as meetings, appointments or calls. Alerts will appear on your dashboard based on the time frame you have established, such as 1 hour prior to the activity as an example.

[[File:CRMDashboardPortlets-Alerts.PNG|500px]]

The more button on the right will display a complete list of all your scheduled activities.

== Today's Calendar ==

Today's Calendar displays appointments associated with accounts or leads.

[[File:CRMDashboardPortlets-TodaysCalendar.PNG|500px]]

You can schedule additional activities by simply selecting the '''Schedule''' button on the right. This will display a calendar to schedule the new activity.

== Monthly Calendar ==
The monthly calendar displays the current month and the current day highlighted in yellow.

[[File:CRMDashboardPortlets-MonthlyCalendar.PNG|500px]]

You can quickly view and schedule activities for future months by clicking the right arrow next to the date field or the arrow on the left to view prior months.

== Today's Activities (Calendar and Non-Calendar) ==
This displays appointments as well as activities that have no specific date or time frame assigned to them. These are to-do’s that need to be completed in the near term. The portlet simply serves as a reminder for you.

[[File:CRMDashboardPortlets-NonCalendarActivities.PNG|500px]]

You can schedule additional activities by clicking the '''Add New''' button.

== Overdue Activities ==
This displays tasks that you did not complete by the due date. Clicking on the activity name will display the details of the activity and allow you to modify, update or reschedule the activity.

[[File: CRMDashboardPortlets-OverdueActivities.PNG|500px]]

The '''Add New''' button allows you to schedule a new activity while the '''More''' button will open ''My Pending Activities'' view, which display additional activities still pending.

== Conversations ==
* [[Conversations|How to use Conversations]]
'''Conversations''' allows you to broadcast a message to other users directly from your dashboard, and read messages from users you are following.

[[File:CRMDashboardPortlets-socialcrm-conversations.PNG]]

== Company News ==

Company news allows you to share information with people throughout the organization such as white papers, reports, price guides, brochures, customer testimonials or other newsworthy documents. The '''More''' button will display a complete listing of documents.
''Company news requires the Document library module.''

== My Favorite Reports ==
* [[My_Favorite_Reports|How to select your Favorite Reports]]
The '''Reports''' portlet allows you to select a set of reports that you use day in and day out and display them directly on your dashboard making report access quick and efficient.

== New Leads ==
The New Leads portlet alerts you when you have a new lead. It displays the total number of leads with a status of 'New' that are assigned to you. Click the '''More''' button to view all your new leads. You can also add a new lead by clicking the '''Add New''' button.

== Pending Opportunities ==
This displays all opportunities that you are currently working on. Clicking on the opportunity name will display the details of that specific opportunity. Clicking on the account or company name in (parentheses) will display the full detail of the account or company.

== Sales Pipeline ==
The sales pipeline provides a graphical view of how many opportunities there are in each stage of the sales cycle and there value. Clicking on any stage will display the opportunities in that stage.

== Sales Performance ==
Sales representatives can track their performance against quota directly on their home page. Entering quarterly sales quotas for each sales user is an administrative function and detailed in the administrators guide.

== Support Tickets ==
Displays any service ticket assign to you. Clicking on the name will display the details of the ticket. You can also add a new ticket by clicking the '''New Ticket''' button or view all open tickets by selecting the '''More''' button.

== Project Tasks ==
Displays all project tasks assigned to you. You can add new projects and tasks by clicking on the appropriate button. Clicking the '''More''' button will display all project tasks.

Return to '''[[CRM_Dashboard|CRM Dashboard]]'''

CRM Dashboard

2013-06-07T18:35:47Z

J.collier: resized image

The CRM Dashboard is your '''home page''' when using On Demand. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities, a calendar, overdue activities, opportunities, new leads, alerts, my favorite reports, conversations and more.

[[File:useradmin.jpg|700px]]

= Module Tabs =

Module tabs run across the top of your CRM Dashboard and provide quick access to the On Demand modules that are available to you.

{| class="wikitable"
|-
|'''''Note:''' Your available choices of modules are determined by your Security Profile setup by the CRM System Administrator.
|}

To go to a module, simply click on the corresponding tab.

{| class="wikitable"
|-
! Tab/Icon !! Description
|-
| '''Home Icon''' || Your '''Home''' button is an icon at the far left of the module tabs that has an image of a small house. You may click on this button at any time to go to your CRM Dashboard.
|-
|'''[[Accounts]]''' || The '''Accounts''' module provides detailed information about '''accounts''', '''contacts''', and '''teams'''. An account is any entity with which you do business or may wish to do business. A contact is an individual associated with an account. Information includes name, address, telephone, fax, email, primary contact, etc. Teams allow multiple people to be assigned to accounts, sales opportunities, leads, or projects.
|-
| '''Email''' || The premium '''Email''' module is a full-function email system which provides all the basic email operations such as read, reply, forward, delete, creating folders, and sending attachments.
|-
| '''[[Calendar]]''' || The '''Calendar''' allows the scheduling and organizing of activities for specific dates. Scheduled activities may be viewed using a '''Daily''', '''Weekly''', '''Monthly''' or '''Annual''' view. You may also link to other calendars in your organization so that meetings may be scheduled when attendees are available.
|-
| '''[[Activities]]''' || This is your personal “to do” list. '''Activities''' tend to last for a period of time and may be completed at a future, as yet undetermined time, as opposed to calendar events which are tied to a specific date.
|-
| '''[[SalesOpportunities|Sales]]''' || The '''Sales''' module lets you to stay on top of opportunities in the pipeline, and manage the sales process from the earliest prospect stage to closure, and everything in-between.
|-
| '''[[Leads]]''' || A lead is a potential sale, or source of a potential sale. In the '''Leads''' module leads may be entered, tracked and managed. Leads are converted to accounts once they meet the criteria, interest or activity you or your company determine appropriate.
|-
| '''[[Marketing]]''' || Keep track of marketing campaigns, promotions and events and evaluate the performance of these programs in the '''Marketing''' module.
|-
| '''[[Support]]''' || Use the '''Support''' module to track and manage customer support issues (“tickets”). Maintain a product FAQ and database. Visual graphs representing support issues and status may be generated.
|-
| '''[[Documents]]''' || A library of documents may be maintained such as product brochures, price list, press releases, product specifications or fact sheets. Documents may be organized by folders and sent electronically via e-mail to prospects and customers.
|-
| '''[[Analytics]]''' || The '''Analytics''' module allows you to analyze your business through the graphical representation of data. Various graphs for sales, marketing and customer support may be generated.
|-
| '''Accounting''' || The '''Accounting''' module provides a location to log and manage invoice, payment, expense and purchase order information.
|}

= Home Menu =
On the left side of the Dashboard just above '''Quick Links''' is an area labeled '''Home'''. This menu of shortcuts will change depending on which module you are using, and allows you to quickly accomplish specific tasks within each module.

= Quick Links =
The Quick Links options remain the same regardless of the On Demand module currently in use.

{| class="wikitable"
|-
! Link !! Description
|-
| '''Help''' || Direct access to the On Demand Help.
|-
| '''Administration''' || This option will appear only if you have administrative privileges. (See [[CommenceOnDemandAdminGuide|Commence OnDemand Admin Guide]] for more information.)
|-
| '''Preferences''' || '''General''': Update your personal information, change your password, and configure any available plug-ins.

'''Home''': Edit your dashboard Home page and view your Conversation history.

'''Email''': Add Premium Email accounts and manage related preferences.

'''Calendar''': Choose your preferred calendar view and manage which other users can access your calendar.
|-
| '''Reports''' || Generate reports based upon information in the On Demand database.
|-
| '''World Clock''' || Display the current time for various locations around the world.
|-
| '''Calculator''' || A calculator pops up on screen.
|-
| '''Logout''' || Log off and close your session of On Demand.
|}

= Searching and Editing the Home Page =
[[File:CRMDashboard-HomePageSearch-Edit-Help.png]]

== Search ==
The CRM Dashboard includes a search function. Enter one or more words into the search box and then press the '''Search''' button. The search will return a list of records that match the search criteria.

When used on the CRM Dashboard, the search function will take you directly to the '''Accounts''' module, and will display the accounts that match your search criteria. You can quickly search on the name of an account or search on partially spelled contact information such as the primary contact name, account manager name, street address, city, state, postal code, phone number, or email address.

== Edit ==
* [[Edit_Dashboard|How to Edit your CRM Dashboard]]
Most of the CRM Dashboard screen is reserved for displaying portlets which are summaries of key information from each available On Demand module. These portlets allow you to view important information without having to visit multiple modules individually.

Click '''Edit''' at the top of the page to select which portlets appear on your own personal Dashboard, or to rearrange the order in which they are displayed. This button is located on the dark blue bar, to the right of the '''Search''' function.

== Help ==

For quick access to this online Help for Commence On Demand, click the '''Help''' (Question Mark) button located on the dark blue bar. There is also a shortcut to Help under Quick Links.

Return to '''[[Commence OnDemand User Help]]'''

Activities/TypesofActivities

2013-06-07T18:31:40Z

J.collier: removed Forecast Sales and Next Steps

Commence On-Demand allows you to schedule activities, request reminders, and send invitations to attendees.

::• Appointments

::• Calls

::• Literature Requests

::• Meetings

::• To-do’s

::• Project Tasks

Accounts/HowtoViewaGroupofAccounts

2013-06-07T18:21:54Z

J.collier:

Updating your Company Profile

2013-06-07T18:07:19Z

J.collier: /* Adding Your Company Details */ resized image

As an administrator, you will update your company profile as part of the process to get started using Commence On Demand as well as to modify company, employee and user information going forward.

== Adding Your Company Details ==

1. Select '''Accounts''' from the navigation bar.

''Your company name displays as a blue shaded row in the Accounts view. In the sample screen below, the company profile account is named '''Commence Demo Instance'''.''

[[File:updatingcompro.jpg|700px]]

2. Click your company name, or check the box next to the company name and click the '''View''' button.
''The Accounts dialog displays.''

3. Complete all the fields for which you have company information.

4. Click '''Save''' when complete.

Introduction

2013-06-07T18:03:09Z

J.collier: /* Overview */

Edit Dashboard

2013-06-07T17:51:52Z

J.collier: /* Setting the Refresh Rate and Portlets */ split topics

Return to '''[[CRM_Dashboard|CRM Dashboard]]'''
= Customizing your CRM Dashboard =

[[File:HomePageEditDashboard.PNG]]
== Setting the Refresh Rate ==
The Dashboard automatically refreshes to display the latest information. You can adjust this by setting the Refresh Rate. To refresh less frequently, choose your interval in minutes. For a rapid refresh (1 minute or less between intervals), set the Minutes to 0 and choose the number of Seconds.

== Arranging Portlets on your Dashboard ==
You may decide which portlets appear on your own CRM Dashboard by clicking the '''Edit''' button and moving available portlets between the “Available” and “Show” lists. Those listed under “Show these portlets” will appear on your Digital Dashboard screen. The system will optimize the cleanest possible look in the order you established.
# Move an “Available” portlet to the “Show” list by highlighting the portlet name and clicking the '''Add''' button.
# Remove a portlet from the “Show” list by highlighting the name and clicking on the '''Remove''' button.
# Rearrange the order of appearance of portlets on the “Show” list by highlighting the summary name and clicking the '''Up''' or '''Down''' button. Click '''Save''' when done.

= Available Dashboard Portlets =
Each Dashboard portlet provides immediate access to vital information and shortcuts to additional tasks. Below is a brief description of each one.

{| class="wikitable"
|-
|'''''Note:''' Your available choices of portlets are determined by your Security Profile setup by the CRM System Administrator, and by the application modules licensed for use.
|}

== Alerts ==

Alerts are reminders that have been set for activities such as meetings, appointments or calls. Alerts will appear on your dashboard based on the time frame you have established, such as 1 hour prior to the activity as an example.

[[File:CRMDashboardPortlets-Alerts.PNG|500px]]

The more button on the right will display a complete list of all your scheduled activities.

== Today's Calendar ==

Today's Calendar displays appointments associated with accounts or leads.

[[File:CRMDashboardPortlets-TodaysCalendar.PNG|500px]]

You can schedule additional activities by simply selecting the '''Schedule''' button on the right. This will display a calendar to schedule the new activity.

== Monthly Calendar ==
The monthly calendar displays the current month and the current day highlighted in yellow.

[[File:CRMDashboardPortlets-MonthlyCalendar.PNG|500px]]

You can quickly view and schedule activities for future months by clicking the right arrow next to the date field or the arrow on the left to view prior months.

== Today's Activities (Calendar and Non-Calendar) ==
This displays appointments as well as activities that have no specific date or time frame assigned to them. These are to-do’s that need to be completed in the near term. The portlet simply serves as a reminder for you.

[[File:CRMDashboardPortlets-NonCalendarActivities.PNG|500px]]

You can schedule additional activities by clicking the '''Add New''' button.

== Overdue Activities ==
This displays tasks that you did not complete by the due date. Clicking on the activity name will display the details of the activity and allow you to modify, update or reschedule the activity.

[[File: CRMDashboardPortlets-OverdueActivities.PNG|500px]]

The '''Add New''' button allows you to schedule a new activity while the '''More''' button will open ''My Pending Activities'' view, which display additional activities still pending.

== Conversations ==
* [[Conversations|How to use Conversations]]
'''Conversations''' allows you to broadcast a message to other users directly from your dashboard, and read messages from users you are following.

[[File:CRMDashboardPortlets-socialcrm-conversations.PNG]]

== Company News ==

Company news allows you to share information with people throughout the organization such as white papers, reports, price guides, brochures, customer testimonials or other newsworthy documents. The '''More''' button will display a complete listing of documents.
''Company news requires the Document library module.''

== My Favorite Reports ==
* [[My_Favorite_Reports|How to select your Favorite Reports]]
The '''Reports''' portlet allows you to select a set of reports that you use day in and day out and display them directly on your dashboard making report access quick and efficient.

== New Leads ==
The New Leads portlet alerts you when you have a new lead. It displays the total number of leads with a status of 'New' that are assigned to you. Click the '''More''' button to view all your new leads. You can also add a new lead by clicking the '''Add New''' button.

== Pending Opportunities ==
This displays all opportunities that you are currently working on. Clicking on the opportunity name will display the details of that specific opportunity. Clicking on the account or company name in (parentheses) will display the full detail of the account or company.

== Sales Pipeline ==
The sales pipeline provides a graphical view of how many opportunities there are in each stage of the sales cycle and there value. Clicking on any stage will display the opportunities in that stage.

== Sales Performance ==
Sales representatives can track their performance against quota directly on their home page. Entering quarterly sales quotas for each sales user is an administrative function and detailed in the administrators guide.

== Support Tickets ==
Displays any service ticket assign to you. Clicking on the name will display the details of the ticket. You can also add a new ticket by clicking the '''New Ticket''' button or view all open tickets by selecting the '''More''' button.

== Project Tasks ==
Displays all project tasks assigned to you. You can add new projects and tasks by clicking on the appropriate button. Clicking the '''More''' button will display all project tasks.

Return to '''[[CRM_Dashboard|CRM Dashboard]]'''

Commence CRM Help

2013-06-07T17:32:07Z

J.collier: /* Welcome to Commence On Demand */

= Welcome to Commence On Demand =
Commence On Demand is a cloud-based Customer Relationship Management (CRM) solution that provides you with the ability to capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs.

== About CRM Help ==
This wiki is designed to help you to become familiar with Commence On Demand − its core functionality, and how quickly you can begin to manage the information you need to build long-lasting customer relationships.
See '''[[CRM_Help:About|what's new in Commence CRM]]''' for release notes and links to additional CRM Resources.

Browse the guides below to learn about all the features in your Commence CRM solution.

== Help for CRM Administrators ==
Commence On-Demand is customizable and offers extensive reporting and graphical analysis. To quickly configure your instance of Commence On Demand, follow the steps in the '''[[Getting Started]]''' and '''[[Updating your Company Profile]]''' sections.

* [http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide Commence OnDemand Admin Guide]
These topics describe the tasks performed by the system administrator such as creating user profiles, data security rights, customizing fields for each module, and importing data.

== Help for CRM Users ==
An intuitive set of ready to use applications automates many aspects of your business from sales to customer service. To quickly begin using your CRM, reference the '''[[Getting Started]]''' and '''[[CRM_Dashboard|CRM Dashboard]]''' sections.

* [http://staging1.commenceonline.com/mediawiki/index.php/Commence OnDemand User Help]
These topics are designed for the end user. They provide an overview of the CRM system and instructions for performing many of the most common operations.

Commence CRM Help

2013-06-07T17:30:35Z

J.collier: /* Welcome to Commence On Demand */ moved Introduction link to this page

= Welcome to Commence On Demand =
Commence On Demand is a cloud-based Customer Relationship Management (CRM) solution that provides you with the ability to capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs.

* [http://staging1.commenceonline.com/mediawiki/index.php/Introduction Introduction]

== About CRM Help ==
This wiki is designed to help you to become familiar with Commence On Demand − its core functionality, and how quickly you can begin to manage the information you need to build long-lasting customer relationships.
See '''[[CRM_Help:About|what's new in Commence CRM]]''' for release notes and links to additional CRM Resources.

Browse the guides below to learn about all the features in your Commence CRM solution.

== Help for CRM Administrators ==
Commence On-Demand is customizable and offers extensive reporting and graphical analysis. To quickly configure your instance of Commence On Demand, follow the steps in the '''[[Getting Started]]''' and '''[[Updating your Company Profile]]''' sections.

* [http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide Commence OnDemand Admin Guide]
These topics describe the tasks performed by the system administrator such as creating user profiles, data security rights, customizing fields for each module, and importing data.

== Help for CRM Users ==
An intuitive set of ready to use applications automates many aspects of your business from sales to customer service. To quickly begin using your CRM, reference the '''[[Getting Started]]''' and '''[[CRM_Dashboard|CRM Dashboard]]''' sections.

* [http://staging1.commenceonline.com/mediawiki/index.php/Commence OnDemand User Help]
These topics are designed for the end user. They provide an overview of the CRM system and instructions for performing many of the most common operations.