Commence CRM-Help - User contributions [en]

Documents/How to Add a Document

2012-09-27T10:06:53Z

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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]]

Documents/How to Add a Document

2012-09-27T10:06:14Z

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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]]

Documents/How to Add a Document

2012-09-27T10:05:29Z

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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]]

Documents/How to Add a Document Folder

2012-09-27T10:03:37Z

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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]]

Documents/How to Add a Document Folder

2012-09-27T10:02:56Z

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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]]

Documents/How to View Documents

2012-09-27T10:00:33Z

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After using the Documents Module Activity Panel to navigate to the folder containing the document to be viewed, click on disk icon next to the document name. Your computer’s normal procedure for downloading files from the Internet will begin.

{|class="wikitable"
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|'''''Note:''''' To view a document, your PC must include the program with which the document was created (such as Microsoft Word) or a file viewer for files of that format (such as Adobe Reader for Adobe Acrobat files).

|}

[[File:ScreenHunter_76 Sep. 25 14.52.jpg|left]]
1. Use the Folder Tree in the Documents Module Activ-ity Panel to select the folder that contains the docu-ment you wish to view.

2. Click on the disk icon located next to the document name.

3. Your computer’s normal procedure for downloading files from the Internet will begin.

::::::4. Once the file has been downloaded to your PC, it may be viewed or used in the same manner as other files on your PC.

{|class="wikitable"
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|'''''Note:''''' As an alternative, you may view detail information about a document prior to downloading it. Click on the document icon instead of the disk. A screen will appear showing information about the document. If desired, click on the “Download” button to download the document to your PC.

|}

Documents

2012-09-27T09:59:41Z

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[[File:image181.gif|left]]
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 On-Demand user within your organization will have their own folder for retaining documents. Other folders (and nested folders) may be created as desired.

Learn more about Documents:
* [http://staging1.commenceonline.com/mediawiki/index.php/Documents/HowtoViewDocuments How to View Documents]

* [http://staging1.commenceonline.com/mediawiki/index.php/Documents/HowtoAddaDocumentFolder How to Add a Document Folder]

* [http://staging1.commenceonline.com/mediawiki/index.php/Documents/HowtoAddaDocument How to Add a Document]

* [http://staging1.commenceonline.com/mediawiki/index.php/Documents/HowtoDeleteaDocument How to Delete a Document]

Support/The Support Knowledgebase

2012-09-27T09:58:14Z

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Select “Knowledgebase” from the Support Module. While FAQ’s usually provide short and concise answers for customer questions, the Knowledgebase is oriented toward detailed and in-depth discussion of various issues.

[[File:ScreenHunter_75 Sep. 25 14.51.jpg|left]]
When selecting individual items in the list of Knowledgebase articles, an icon indicates whether an entry is an individual article or a folder of articles. Folders lead to additional lists of articles, which fall under the same subject. To view a specific Knowledgebase article (or to open a folder), click on the corresponding Title.

Support/The Support FAQ List

2012-09-27T09:53:16Z

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By selecting “FAQ’s” from the Support Module Action Panel, you may access a list of FAQ’s (Frequently Asked Questions). These FAQ’s usually deal with products, services and other mat-ters related to your organization. This can be a very helpful ref-erence library when looking for answers to customer questions.

To view a specific FAQ, click on the “Title” in the list of availa-ble FAQ’s.

Support/How to Update a Ticket

2012-09-27T09:52:11Z

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A ticket’s “Status” or other information may change over a peri-od of time, or you may wish to record progress or other additional information. Simply view ticket detail in the normal manner, edit the fields displayed, and then save your changes.
Note: Tickets may not be updated after they are closed. However, a Closed ticket may be reopened (Click on the “Re-open Ticket” icon at the top of the detail page)

[[File:ScreenHunter_74 Sep. 25 14.51.jpg|left]]
1. Select “My Tickets” or “All Tickets” from the Support Module Action Panel. A list of the specified tickets will appear.

2. Click on the “Subject” or “Account Name.” of the ticket to be updated to view detail for that ticket.

:::3. Locate the field(s) to be updated and enter your change.

:::4. Click on the “Save” button to save your updates.

Support/How to Create a New Ticket

2012-09-27T09:51:09Z

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Add a new Ticket by clicking on the “New” button on the Sup-port screen and filling in information on the dialog, which ap-pears.

[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
1. From the Support screen, click on the “New” button. The “New Ticket” dialog will appear.

2. Fill in information on the “New Ticket” dialog

::3. Click on the “Save and Close” button to add this item.

Marketing/How to Perform a Mail Merge

2012-09-27T09:48:26Z

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Select the Mail Merge option from the Marketing Module Action Panel and complete the information requested on your screen.

[[File:ScreenHunter_69 Sep. 25 14.46.jpg|left]]
1. Use the Marketing Module Action panel to select the “Mail Merge” option.

2. Select the Merge Type from the available options.

::::::::• Selecting Email as the merge type sends a mass email to all applicable recipients.

::::::::• Selecting Print as the merge type creates a file that can be printed in bulk or saved.

:::::3. Select whether to us an “Account Saved Search,” a “Contact Saved Search,” or a “Specific Account and/or Contact.”

:::::4. Click on the “Next” button.

:::::5. Select the template to use from the available tem-plates. For Labels, select Label Preview as shown below. (Defaults to Avery 5160 labels 3 X 10)

:::::6. Edit your information in the template content area (if necessary). You may also change individual items in the body using the supplied formatting tools.

:::::7. Select the “Next” button to preview your content.

:::::8. If the message is correct, select the “Next” button to merge the data.

[[File:ScreenHunter_70 Sep. 25 14.46.jpg]]

[[File:ScreenHunter_71 Sep. 25 14.46.jpg]]

Marketing/How to Use Templates

2012-09-27T09:42:53Z

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Templates can be accessed from Marketing + Mail Merge, and used for sending large volumes of printed materials or emails to a specific group or list.
This is a very effective way of staying in touch with customers or prospects. Groups of names can be saved as lists or saved searches, with the corresponding email template saved, enabling a very simple process to reach contacts with targeted messages. Example: save a search of “New Leads” in a specific territiory or industry, or any other search criteria. Create a template specific to that group (e.g., “New Leads – Commercial”). Whenever new leads are added matching the search criteria they will automatically be included in that email campaign. Keeping your saved searches up to date will make this process seamless.
First the templates have to be built. Users with Administrative rights have access to the Template Management section shown below.

[[File:ScreenHunter_66 Sep. 25 14.40.jpg]]

To build a new template, select NEW. You may copy and paste plain text from another document, copy and paste HTML Source, or just type by hand.Select the '''Insert Tag''' icon on the top row for a list of mail merge commands. These will insert themselves in the document by placing your mouse where you want them to appear and then clicking the mail merge phrase.

When the email or letter is generated, the mail merge phrase will be replaced with the corresponding value of each record selected for that template.

[[File:ScreenHunter_68 Sep. 25 14.42.jpg]]

[[File:ScreenHunter_67 Sep. 25 14.41.jpg]]

Marketing/Best Practices for Using Mail Merge

2012-09-27T09:36:30Z

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Mail Merge is an ideal method to send email or letters to large volumes of customers or prospects from a single click. Each person, company name and local address will appear as if you drafted each document by hand for that entity. Each email is sent individually, without any other names appear-ing in the CC: or To: boxes. Furthermore, when the status of your records are updated, the pre-set filters and searches you used to select the recipi-ents will automatically update your list for the next mailing.

However, it is important to understand how you are creating and building your list names and saved searches to ensure your lists are always accurate. The ideal scenario is to have a saved search based on the value(s) within a given record. (Type = “Commercial”, Status = “Active”, etc) Below is an example of a search for Leads to send emails to until they have made contact or responded.

[[File:ScreenHunter_63 Sep. 25 14.38.jpg]]

Marketing/How to Add a New Promotion, Literature Fulfillment or Event

2012-09-27T09:34:52Z

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Add a new Promotion, Literature Fulfillment or Event from by clicking on the “New” button on the respective screen and filling in information on the dialog, which appears.

[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
1. Use the Marketing Module Action panel to go to the Promotion, Literature Fulfillment or Even screen.

:::2. Click on the “New” button. A dialog for entering infor-mation relative to your new entry will appear. Fill in the fields on this dialog. Click “Save and Close”.

Marketing/How to Add a New Promotion, Literature Fulfillment or Event

2012-09-27T09:34:19Z

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Add a new Promotion, Literature Fulfillment or Event from by clicking on the “New” button on the respective screen and filling in information on the dialog, which appears.

[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
1. Use the Marketing Module Action panel to go to the Promotion, Literature Fulfillment or Even screen.

::2. Click on the “New” button. A dialog for entering infor-mation relative to your new entry will appear. Fill in the fields on this dialog. Click “Save and Close”.

Marketing/How to Add a New Promotion, Literature Fulfillment or Event

2012-09-27T09:34:04Z

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Add a new Promotion, Literature Fulfillment or Event from by clicking on the “New” button on the respective screen and filling in information on the dialog, which appears.

[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
1. Use the Marketing Module Action panel to go to the Promotion, Literature Fulfillment or Even screen.

::::2. Click on the “New” button. A dialog for entering infor-mation relative to your new entry will appear. Fill in the fields on this dialog. Click “Save and Close”.

Marketing

2012-09-27T09:32:05Z

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[[File:ScreenHunter_62 Sep. 25 14.34.jpg|left]]
::::On-Demand supports four types of marketing activity.

::::::• Promotions

::::::• Literature Fulfillment

::::::• Events

::::::• Mail Merge

::::::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 On-Demand

* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoAddaNewPromotion,LiteratureFulfillmentorEvent How to Add a New Promotion, Literature Fulfillment or Event]

* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoViewPromotions,LiteratureFulfillmentsorEvents How to View Promotions, Literature Fulfillments or Events]

* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoDeleteaPromotion,LiteratureFulfillmentorEvent How to Delete a Promotion, Literature Fulfillment or Event]

* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/BestPracticesforUsingMailMerge Best Practices for Using Mail Merge]

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

* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoUseTemplates How to Use Templates]

* [http://staging1.commenceonline.com/mediawiki/index.php/Marketing/HowtoPerformaMailMerge How to Perform a Mail Merge]

SalesOpportunities/HowtoModifyaQuote

2012-09-27T09:29:22Z

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To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark beside the item and clicking on the “Remove Items” button. Items may be added in the normal manner using the “Add Item” button.

:::::::::1. Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear.

:::::::::2. In the “Select a Related View” dropdown menu, select “Quotes.” Summarized quotation information will appear.

:::::::::3. To view detailed information about a Quote click on the Quote’s “Title.” The “Quote Detail” screen for that quotation will appear. You may modify infor-mation in any field, which allows you to do so. Click on the “Save and Close” button to close the screen and save your modifications.

:::::::::4. To remove an item from a Quote, place a checkmark beside the item and click on the “Re-move Items” button.

[[File:ScreenHunter_61 Sep. 25 14.34.jpg|left]]
:::::::::5. To add an item to a Quote, click on the “Add Item” button to view a list of products. Place a checkmark beside one or more products to be added to your quote. Then, click on the “Select” button.

Sales Opportunities/How to View a Quote

2012-09-27T09:27:14Z

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Select a prospect from the Sales Opportunity List. On the pro-spect’s “Opportunity” dialog, select “Quote” from the “Select a Related View” dropdown menu. To view detail about a Quote, click on the Quote’s “Title.”

1. Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear. (shown below)

2. In the “Select a Related View” dropdown menu, se-lect “Quotes.” Summarized information about the quote will appear.

3. To view detailed information about a Quote, click on the Quote’s “Title.” The Quote detail screen will ap-pear.

[[File:ScreenHunter_60 Sep. 25 14.34.jpg]]

SalesOpportunities/WorkingwithQuotes

2012-09-27T09:25:41Z

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[[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]]
One option available in the Opportunities module is to view opportunities on which a quote has been made.

“Quotes” may be singled out and worked with (View, Edit, Delete, etc.) in the same manner as other Opportunities.

Sales Opportunities/How to View or Update Opportunity Detail

2012-09-27T09:24:33Z

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Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed. In-formation viewed may be edited and saved.

[[File:ScreenHunter_54 Sep. 25 14.29.jpg|left]]
::::::1. In the opportunity list, click on the title of an oppor-tunity to view detailed information about that activity. The “Opportunity” dialog appears.

::::::2. To update the information viewed, simply click on the dialogue box you wish to change and type in the new information from your keyboard.

::::::3. Click on the “Save and Close” button to close the “Opportunity” dialog and save your changes.

Sales Opportunities/How to View Opportunities

2012-09-27T09:21:14Z

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Opportunities may be viewed by clicking on the “Opportunities” tab under the Sales module.

[[File:ScreenHunter_53 Sep. 25 14.29.jpg|left]]
1. Click on the “Opportunities” tab. Your current opportunities will be listed on the screen.

2. If desired, reduce your view to Activities of a par-ticular type by clicking on the corresponding type in the Activities Module Action Panel.

3. To view Opportunities of all On-Demand users in your organization, select “All Opportunities”

Sales Opportunity/Graphic Analysis

2012-09-27T09:16:25Z

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:::::[[File:ScreenHunter_52 Sep. 25 14.26.jpg]]

The opportunities screen provides a graphic analysis of pending sales opportunities based upon the “Stage” and “Estimated Close Date” which you have currently assigned to the opportunity. You may click any slice of the pie chart or any bar in the bar chart to launch the details of that item. Additional analysis is available in the analytics module.

Activities/HowtoViewActivityDetail

2012-09-27T09:13:20Z

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Details of an activity can be viewed and modified by clicking on the Activities module, then the title of the activity you wish to view.

::1. From the activities module, click on the title of the desired activity to view its detail. At this time you can modify any information.

::2. After you are satisfied with any changes or modifications, make sure to select “Save and Close” to save your work.

Activities/HowtoViewActivityDetail

2012-09-27T09:11:53Z

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Activities/HowtoViewActivityDetail

2012-09-27T09:11:37Z

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Activities/HowtoViewActivityDetail

2012-09-27T09:11:01Z

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Activities/How to Add a New Activity

2012-09-27T09:08:42Z

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Add an activity by clicking on the Activities Module then the “New” button and filling in information in the “Schedule” dialog.

::[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
::::::::1. From any Activity view, click on the “New” button. The “Schedule” dialog will appear

{|class="wikitable"
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|'''''Note:''''' Activities can be scheduled from any account detail screen in the upper right. Activities can also be scheduled from the calendar as well as the Digital Dashboard above Quick Links, Add New Activity.

|}
::::::::2. Fill in the activity title and other information about the event.

::::::::3. After the other information has been added, you can select the “Remind Me” and enter a date and time to receive a reminder of this appointment.

::::::::4. Select the check box for “Send Email invitations” to send Email invitation to all individuals associated with this appointment.

::::{|class="wikitable"
|-
|'''Note:''' You may also schedule additional attendees, re-sources, make the activity “Recurring,” or even add attach-ments to our activity for others to view by utilizing the tabs above the Schedule an Activity dialog.

|}
::::::::5. Click on the “Save and Close” button to add this activity.

Activities/How to Add a New Activity

2012-09-27T09:08:24Z

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Add an activity by clicking on the Activities Module then the “New” button and filling in information in the “Schedule” dialog.

::[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
::::::::1. From any Activity view, click on the “New” button. The “Schedule” dialog will appear

{|class="wikitable"
|-
|'''''Note:''''' Activities can be scheduled from any account detail screen in the upper right. Activities can also be scheduled from the calendar as well as the Digital Dashboard above Quick Links, Add New Activity.

|}
::::::::2. Fill in the activity title and other information about the event.

::::::::3. After the other information has been added, you can select the “Remind Me” and enter a date and time to receive a reminder of this appointment.

::::::::4. Select the check box for “Send Email invitations” to send Email invitation to all individuals associated with this appointment.

:::: {|class="wikitable"
|-
|'''Note:''' You may also schedule additional attendees, re-sources, make the activity “Recurring,” or even add attach-ments to our activity for others to view by utilizing the tabs above the Schedule an Activity dialog.

|}
::::::::5. Click on the “Save and Close” button to add this activity.

Activities/How to Add a New Activity

2012-09-27T09:07:44Z

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Activities/TypesofActivities

2012-09-27T09:06:15Z

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Commence On-Demand allows you to schedule activities, re-quest reminders, send invitations to attendees, reserve neces-sary resources, track results and issues, and plan your next steps, all in one simple central location.

::• Appointments

::• Calls

::• Forecast Sales

::• Literature Requests

::• Meetings

::• Next Actions

::• To do’s

::• Tasks

Calender/AdditionalCalendarFeatures

2012-09-27T08:02:31Z

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As you navigate through the various buttons in a calendar item, you will discover other powerful functions.

::::• '''Recurring Events''' are meetings that may be held every Monday, for example. You may schedule any time interval up to one year in advance.

::::• '''Attachments''' allows you to attach a document (e.g., an Agenda for a meeting) such that all people sched-uled for an event can open the document.

::::• '''Attendees''' allows you to select multiple people and populate their schedules with the same event.

::::• '''Availability''' allows you to check the availability of other people.

::::• '''Resources''' allows you to reserve conference rooms, equipment or other company resources. This list can be customized by your System Administrator, with the proper room numbers and equipment names.

::::• At the bottom of the detail page when scheduling an event are '''OPTIONS''' which allow you to remind yourself of pending events and send Email invitations to others.

Calender/How to Use the Calendar Popup Feature

2012-09-27T08:00:40Z

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When creating a Calendar entry, you need to enter a Title that briefly identifies the entry, and you may enter a note, which al-lows a more informative description.

In any calendar view in which a Title appears, when you place your mouse cursor over the Title, a popup window containing the full description appears. This is a very easy and convenient way to find out more about entries you see on your calendar.

::[[File:ScreenHunter_49 Sep. 25 14.23.jpg]]

1. Locate a calendar entry and place your cursor on the entry.

2. A small text box will appear which contains a more detailed explanation of the entry.

3. Click the calendar item to launch a full detail page.

Calender/How to Use the Calendar Popup Feature

2012-09-27T07:59:49Z

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When creating a Calendar entry, you need to enter a Title that briefly identifies the entry, and you may enter a note, which al-lows a more informative description.

In any calendar view in which a Title appears, when you place your mouse cursor over the Title, a popup window containing the full description appears. This is a very easy and convenient way to find out more about entries you see on your calendar.

[[File:ScreenHunter_49 Sep. 25 14.23.jpg]]

1. Locate a calendar entry and place your cursor on the entry.

2. A small text box will appear which contains a more detailed explanation of the entry.

3. Click the calendar item to launch a full detail page.

Calendar/How to Schedule an Activity

2012-09-27T07:58:20Z

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Schedule an activity by clicking on the “Schedule” button and filling in information in the “Schedule” dialog box.

{|class="wikitable"
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|'''''Note:''''' You may also add Tasks, To-Do’s with no specific time. These are classified as “Unscheduled Activity” and will be listed in Activities.

|}

[[File:ScreenHunter_44 Sep. 25 14.21.jpg|left]]
::::::::1. From any calendar view, click on the “Schedule” button. The “Schedule” dialog will appear. You can also click “New” within each day on the monthly view.

::::::::2. Fill in the title and other information about the activity. (The title is the description that will appear in your cal-endar, e.g. “Sales Call – ABC Corp.”.) See the buttons across the top of the page. If you select additional at-tendees, the activity will appear in those peoples’ cal-endars as well.

::::::::3. Click on the “Save and Close” button to post this activi-ty to the calendar.

[[File:ScreenHunter_45 Sep. 25 14.22.jpg]]

Email/HowtoCreateFolders

2012-09-27T07:55:12Z

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You can create additional folders to help organize your Emails.

[[File:ScreenHunter_41 Sep. 25 14.17.jpg|left]]
::::::::1. Click the “New Folder” icon in the upper left corner of the Email module

[[File:ScreenHunter_42 Sep. 25 14.17.jpg|left]]
::::::::2. Enter the name of the folder

::::::::3. A second box indicates “Sub-Folder Of:” Click “Change” if you want this new folder to appear as a sub-folder of any folder <u>other than</u> your Inbox folder.

::::::::4. Click “Save & Close”.
::::::::[[File:ScreenHunter_43 Sep. 25 14.18.jpg]]

Email/HowtoForwardaReceivedMessage

2012-09-27T07:52:27Z

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While reading an email message you may wish to forward the message to another recipient. Simply click on the “Forward” but-ton. A normal “Compose Email” dialog will appear. However, this dialog already has the “From” and “Subject” fields filled in. Also, the current email is copied into the message field. Enter the intended recipient’s email address in the “To” field. If you wish, you may add a note to the recipient by typing in text above the existing message. Then click on the “Send” button to forward this message to your recipient.

[[File:ScreenHunter_39 Sep. 25 14.16.jpg|left]]
::::::::1. To forward an email you are reading to another re-cipient, click on the “Forward” button.

::::::::2. Enter the intended recipient’s email address in the “To” field.

::::::::3. If desired, you may type an additional note to the recipient.

::::::::4. Click on the “Send” button to forward the message

Email/YourOn-DemandEmailAddress

2012-09-25T10:38:50Z

Technowrites2:

When using On-Demand for email you may use your normal business email address. See your System Administrator for the appropriate account settings. In the Quick Links box click “Pref-erences”. 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]]

Email/YourOn-DemandEmailAddress

2012-09-25T10:37:52Z

Technowrites2:

Email/YourOn-DemandEmailAddress

2012-09-25T10:37:04Z

Technowrites2:

Email/YourOn-DemandEmailAddress

2012-09-25T10:34:33Z

Technowrites2:

Email

2012-09-25T10:32:51Z

Technowrites2:

The On-Demand Email module is similar in look, feel and function to other email software, which you may have used previously.

[[File:ScreenHunter_23 Sep. 25 14.03.jpg]]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/YourOn-DemandEmailAddress Your On-Demand Email Address]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoCheckforNewEmail How to Check for New Email]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoReadEmail How to Read Email]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoComposeandSendanEmailMessage How to Compose and Send an Email Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoAddanAttachmenttoaMessage How to Add an Attachment to a Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoRespondtoaReceivedMessage How to Respond to a Received Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoForwardaReceivedMessage How to Forward a Received Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoDeleteaMessage How to Delete a Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoCreateFolders How to Create Folders]

File:ScreenHunter 27 Sep. 25 14.06.jpg

2012-09-25T10:31:40Z

Technowrites2:

File:ScreenHunter 24 Sep. 25 14.04.jpg

2012-09-25T10:31:24Z

Technowrites2:

File:ScreenHunter 23 Sep. 25 14.03.jpg

2012-09-25T10:30:29Z

Technowrites2:

File:ScreenHunter 22 Sep. 25 14.01.jpg

2012-09-25T10:29:44Z

Technowrites2: Technowrites2 uploaded a new version of "File:ScreenHunter 22 Sep. 25 14.01.jpg"

File:ScreenHunter 26 Sep. 25 14.05.jpg

2012-09-25T10:27:30Z

Technowrites2:

File:ScreenHunter 25 Sep. 25 14.04.jpg

2012-09-25T10:26:48Z

Technowrites2:

Email

2012-09-25T10:25:24Z

Technowrites2:

The On-Demand Email module is similar in look, feel and function to other email software, which you may have used previously.

[[File:ScreenHunter_02 Sep. 25 13.38.jpg]]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/YourOn-DemandEmailAddress Your On-Demand Email Address]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoCheckforNewEmail How to Check for New Email]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoReadEmail How to Read Email]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoComposeandSendanEmailMessage How to Compose and Send an Email Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoAddanAttachmenttoaMessage How to Add an Attachment to a Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoRespondtoaReceivedMessage How to Respond to a Received Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoForwardaReceivedMessage How to Forward a Received Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoDeleteaMessage How to Delete a Message]

* [http://staging1.commenceonline.com/mediawiki/index.php/Email/HowtoCreateFolders How to Create Folders]