CRM Dashboard - Revision history

J.collier: /* Home Menu */

2013-06-07T21:15:09Z

Home Menu

J.collier: /* Home Menu */

2013-06-07T21:14:43Z

Home Menu

J.collier: /* Home Menu */

2013-06-07T21:10:56Z

Home Menu

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

2013-06-07T21:09:01Z

Home Menu: added Home menu image

J.collier: resized image

2013-06-07T18:35:47Z

resized image

J.collier at 20:57, 5 June 2013

2013-06-05T20:57:23Z

J.collier: /* Module Tabs */

2013-05-28T19:18:21Z

Module Tabs

J.collier: replace Digital Dashboard with CRM Dashboard

2013-05-28T18:59:47Z

replace Digital Dashboard with CRM Dashboard

J.collier: J.collier moved page Digital Dashboard to CRM Dashboard: Renamed Digital Dashboard to CRM Dashboard (Home Page)

2013-05-28T18:39:34Z

J.collier moved page Digital Dashboard to CRM Dashboard: Renamed Digital Dashboard to CRM Dashboard (Home Page)

J.collier: /* Edit */

2013-05-26T12:43:18Z

Edit

← Older revision		Revision as of 21:15, 7 June 2013
Line 49:		Line 49:

	For example, click '''New Lead''' from the Home menu to add a new Lead Account.		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.''		''See [[CRM_Dashboard#Module_Tabs\|Module Tabs]] above for more information about adding data to each CRM Module.''

← Older revision		Revision as of 21:14, 7 June 2013
Line 49:		Line 49:

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

@@ Line 44: / Line 44: @@
 = Home Menu =
-[[File:Home.jpg|100px|left|thumb|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.

@@ Line 44: / Line 44: @@
 = 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.
+[[File:Home.jpg|100px|left|thumb|Home Menu]]
 = Quick Links =

@@ Line 1: / Line 1: @@
 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|1000px]]
+[[File:useradmin.jpg|700px]]
 = Module Tabs =

@@ Line 18: / Line 18: @@
 ! Tab/Icon !! Description
 |-
-| <font face="arial" size="2" color="blue">'''Home Icon'''</font> || 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 Digital Dashboard.
+| <font face="arial" size="2" color="blue">'''Home Icon'''</font> || 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.
 |-
 |<font face="arial" size="2" color="blue">'''[[Accounts]]'''</font> || 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.

@@ Line 1: / Line 1: @@
-The Digital 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.
+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]]
@@ Line 5: / Line 5: @@
 = Module Tabs =
-Module tabs run across the top of your Digital Dashboard and provide quick access to the On Demand modules that are available to you.
+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"
@@ Line 78: / Line 78: @@
 == Search ==
-The Digital 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.
+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 Digital 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.
+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 Digital 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.
+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.

← Older revision	Revision as of 18:39, 28 May 2013
(No difference)