Module Settings/Accounts - Revision history

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

2013-06-07T20:27:39Z

fixed dead-end page; added link back to Module Settings page

2012-10-23T15:37:06Z

2012-10-18T16:05:28Z

2012-10-18T16:05:12Z

2012-10-18T15:39:07Z

2012-10-18T15:24:22Z

2012-10-18T15:22:35Z

2012-10-18T15:21:35Z

2012-10-18T15:20:34Z

2012-10-18T15:19:30Z

← Older revision		Revision as of 20:27, 7 June 2013
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	Repeat the process to define values for '''Industry''', '''Address Type''', and '''Products'''.		Repeat the process to define values for '''Industry''', '''Address Type''', and '''Products'''.
		+
		+	Return to [[Module_Settings\|Module Settings]]

← Older revision		Revision as of 15:37, 23 October 2012
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−	Commence On Demand allows you to define account, lead and contact values for '''Sources''', '''Industry''', '''Address Type''', and '''Products''' ~~giving you personalized lists~~ that suit the specific needs of your company.	+	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''':		To establish field value options for '''Sources''':

@@ Line 1: / Line 1: @@
 Commence On Demand allows you to define account, lead and contact values for '''Sources''', '''Industry''', '''Address Type''', and '''Products''' giving you personalized lists that suit the specific needs of your company.
-Use the following procedure to establish field value options for '''Sources'''.
+To establish field value options for '''Sources''':
 . Select '''Administration''' from the '''Quick Links''' section.

@@ Line 1: / Line 1: @@
 Commence On Demand allows you to define account, lead and contact values for '''Sources''', '''Industry''', '''Address Type''', and '''Products''' giving you personalized lists that suit the specific needs of your company.
-Use the following procedures to establish field value options for '''Sources'''.
+Use the following procedure to establish field value options for '''Sources'''.
 . Select '''Administration''' from the '''Quick Links''' section.

← Older revision		Revision as of 15:39, 18 October 2012
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−	Commence On Demand allows you to define values for '''Sources''', '''Industry''', '''Address Type''', and '''Products''' giving you personalized lists that suit the specific needs of your company.	+	Commence On Demand allows you to define account, lead and contact values for '''Sources''', '''Industry''', '''Address Type''', and '''Products''' giving you personalized lists that suit the specific needs of your company.

	Use the following procedures to establish field value options for '''Sources'''.		Use the following procedures to establish field value options for '''Sources'''.

← Older revision		Revision as of 15:24, 18 October 2012
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−	Commence On Demand allows you to define ~~the~~ values for ~~various fields~~, giving you personalized lists that suit the specific needs of your company.	+	Commence On Demand allows you to define values for '''Sources''', '''Industry''', '''Address Type''', and '''Products''' giving you personalized lists that suit the specific needs of your company.

	Use the following procedures to establish field value options for '''Sources'''.		Use the following procedures to establish field value options for '''Sources'''.

← Older revision		Revision as of 15:22, 18 October 2012
Line 1:		Line 1:
−	Commence On Demand allows you to define the values for various fields, giving you a personalized ~~list~~ that ~~suits~~ the specific needs of your company.	+	Commence On Demand allows you to define the values for various fields, giving you personalized lists that suit the specific needs of your company.

	Use the following procedures to establish field value options for '''Sources'''.		Use the following procedures to establish field value options for '''Sources'''.

← Older revision		Revision as of 15:21, 18 October 2012
Line 1:		Line 1:
−	Commence On Demand allows you to define the values for ~~the~~ various fields, giving you a personalized list that suits the specific needs of your company.	+	Commence On Demand allows you to define the values for various fields, giving you a personalized list that suits the specific needs of your company.

	Use the following procedures to establish field value options for '''Sources'''.		Use the following procedures to establish field value options for '''Sources'''.

@@ Line 14: / Line 14: @@
 * 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. Select the '''Edit 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.

@@ Line 10: / Line 10: @@
 . Select '''Sources''' from the module settings listing.
-* To add a source field value, enter the name in the '''New Value''' field and click the '''Add Value''' button.
-* To edit a source field value, select the field name in the listing and enter new name in the '''New Value''' field. Select the '''Edit Value''' button.
+. Define the field values:
-* To remove a source field, 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.
 . Click '''Save'''.
-. Click '''Save & Close''' if you are done editing.
+. Click '''Save & Close''' when you are done.
 Repeat the process to define values for '''Industry''', '''Address Type''', and '''Products'''.