Module Settings/System Tools - Revision history

J.collier: /* Importing Account Information */

2012-11-12T17:42:01Z

Importing Account Information

J.collier: /* WebForm Designer */

2012-10-25T15:39:59Z

WebForm Designer

J.collier at 15:39, 25 October 2012

2012-10-25T15:39:07Z

J.collier at 15:38, 25 October 2012

2012-10-25T15:38:16Z

J.collier: /* Territory Realignment */

2012-10-25T15:34:15Z

Territory Realignment

J.collier at 15:09, 25 October 2012

2012-10-25T15:09:08Z

J.collier: /* Importing Account Information */

2012-10-25T14:50:59Z

Importing Account Information

J.collier: /* Importing Account Information */

2012-10-25T14:17:58Z

Importing Account Information

J.collier at 17:34, 23 October 2012

2012-10-23T17:34:47Z

J.collier at 17:33, 23 October 2012

2012-10-23T17:33:03Z

@@ Line 45: / Line 45: @@
 * Close the dialog box and repeat steps 1-15 to import the corrected data.
 If no errors are reported, click Close to begin working with the imported data.
 == Territory Realignment ==

@@ Line 68: / Line 68: @@
 == WebForm Designer ==
+Commence On Demand offers a WebForm API implementation to capture leads from your website. The implementation is in two parts – Designer and API.
 * [http://staging1.commenceonline.com/mediawiki/index.php/Web&nbsp;Forms Web Forms]

← Older revision		Revision as of 15:39, 25 October 2012
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	== WebForm Designer ==		== WebForm Designer ==

−		+	* [http://staging1.commenceonline.com/mediawiki/index.php/Web Forms Web Forms]
−	http://staging1.commenceonline.com/mediawiki/index.php/~~Web_Forms~~

← Older revision		Revision as of 15:38, 25 October 2012
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	6. Click the '''Realign''' button.		6. Click the '''Realign''' button.
		+
		+
		+
		+	== WebForm Designer ==
		+
		+
		+	http://staging1.commenceonline.com/mediawiki/index.php/Web_Forms

← Older revision		Revision as of 15:34, 25 October 2012
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	== Territory Realignment ==		== Territory Realignment ==

		+	From time to time you may need to reassign accounts to other sales people. You can simply supplant one account manager with another in On Demand and move all accounts to the new person, or use additional criteria to select specific accounts by industry, location or a variety of other variables.

−	~~From time to time you may need to re-assign accounts to other sales people~~. ~~The territory realignment tool offers a high degree of flexibility in that regard~~. You can simply replace one sales person with another and move all accounts to the new person, or use additional criteria to dissect the account list by industry, location or a variety of other variables.~~Click Administrator,~~ System Tools, Territory Realignment ~~and review~~ the ~~query and filter options~~. ~~This function~~ will ~~move all~~ the ~~details from each matching record to~~ the ~~new sales person~~.	+	1. Select '''Administration''' from the '''Quick Links''' section.
		+
		+	2. Select '''System Tools''' from the '''Administrator''' section.
		+
		+	3. Select '''Territory Realignment'''. ''The Territory Realignment screen displays.''
		+
		+	4. Select the criteria for realignment.
		+
		+	5. Use the '''Lookup''' button to indicate whom the accounts will be now be assigned to in the '''Re-align Accounts To''' field.
		+
		+	6. Click the '''Realign''' button.

@@ Line 37: / Line 37: @@
 '''Note:'''  A Acct Name (the account name), C First Name (contact’s first name), and C Last Name (contact’s last name) are required fields.
-'''HINT:'''  Commence On Demand also gives you the ability to save a mapping that you have completed. This will speed up future imports by skipping the mapping process if you have multiple spreadsheets to import with the same format. At the bottom of the mapping page is where you can save a custom mapping for future use.
+'''HINT:'''  Commence On Demand also gives you the ability to save mappings for future use. This will expedite additional imports if you have multiple spreadsheets to import with the same format. You enter a name for the custom mapping in the '''Save As Mappings''' field at the bottom of the mapping screen.
 From time to time you may need to re-assign accounts to other sales people. The territory realignment tool offers a high degree of flexibility in that regard. You can simply replace one sales person with another and move all accounts to the new person, or use additional criteria to dissect the account list by industry, location or a variety of other variables.Click Administrator, System Tools, Territory Realignment and review the query and filter options. This function will move all the details from each matching record to the new sales person.

@@ Line 27: / Line 27: @@
 . Indicate whether the first row of your spreadsheet is a '''Header Row'''. Choose '''Yes''' if the first row contains generic field labels such as "First Name", "Last Name" and "Address 1", etc.). Choosing '''Yes''' will add contacts starting from Row 2 of your customer file. Choose '''No''' to import records starting from Row 1 of your file.
-. Select the file to upload using the '''Browse''' button.
+. Select the file to upload using the '''Choose File''' button.
-. Indicate
+. Indicate whether to allow or merge duplicate records. '''Allow Duplicates''' is the default.
-)	The final Step is to MAP the database fields. Sample values from Row 1 of your customer file will be listed on the left. Match these up with the CRM field from the drop downs on the right (customer name = entity name, first name = first name, phone number = main phone, and so on).
+. Click '''Next'''. T''he Data Import: Step 3 dialog displays.''
-*HINT:  Commence On-Demand also gives you the ability to SAVE a mapping that you have completed. This will speed up future imports by skipping the mapping process if you have multiple spreadsheets to import with the same format. At the bottom of the mapping page is where you can save a custom mapping for future use.
+. Map the database fields. Sample values from Row 1 of your customer file will be listed on the left. Match these with the On Demand field from the drop downs on the right. Map only the fields for which you have information.
 Territory Realignment-
 From time to time you may need to re-assign accounts to other sales people. The territory realignment tool offers a high degree of flexibility in that regard. You can simply replace one sales person with another and move all accounts to the new person, or use additional criteria to dissect the account list by industry, location or a variety of other variables.Click Administrator, System Tools, Territory Realignment and review the query and filter options. This function will move all the details from each matching record to the new sales person.

@@ Line 21: / Line 21: @@
 . Click '''Next'''. The ''Data Import: Step2 screen'' displays.
-. Identify the field separator. The default is “,” for a CSV type of file. If you have a tab delimited file, clear the comma and check the '''Tab''' box.
+. Identify the '''Field Separator'''. The default is “,” for a CSV type of file. If you have a tab delimited file, clear the comma and check the '''Tab''' box.
-. Identify the line separator.	Your data file should have each account or contact on a separate line, each row of the file representing a new record to be imported. Check the '''Line Return''' box to indicate the line separator in your file is a new line.
+. Identify the '''Line Separator'''.	Your data file should have each account or contact on a separate line, each row of the file representing a new record to be imported. Check the '''Line Return''' box to indicate the line separator in your file is a new line.
-)	Is the first row of your spreadsheet a Header Row? Choose Yes to this question if the first row contains generic field labels such as ‘First name’, ‘Last Name’ ‘Address 1’, etc.). Choosing Yes will add contacts starting from Row 2 of your customer file. Choose No to import starting from Row 1 of your file. At this point, you are ready to choose the customer file.
+. Indicate whether the first row of your spreadsheet is a '''Header Row'''. Choose '''Yes''' if the first row contains generic field labels such as "First Name", "Last Name" and "Address 1", etc.). Choosing '''Yes''' will add contacts starting from Row 2 of your customer file. Choose '''No''' to import records starting from Row 1 of your file.
-)	After the file is selected, click “NEXT”.
+. Select the file to upload using the '''Browse''' button.
 )	The final Step is to MAP the database fields. Sample values from Row 1 of your customer file will be listed on the left. Match these up with the CRM field from the drop downs on the right (customer name = entity name, first name = first name, phone number = main phone, and so on).

← Older revision		Revision as of 17:34, 23 October 2012
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	The '''System Tools''' provide you with the ability to import data from disparate sources and perform territory realignment.		The '''System Tools''' provide you with the ability to import data from disparate sources and perform territory realignment.
−

	== Importing Account Information ==		== Importing Account Information ==