Difference between revisions of "Commence OnDemand Admin Guide"
From Commence CRM-Help
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== Introduction == | == Introduction == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Introduction Introduction] | * [http://staging1.commenceonline.com/mediawiki/index.php/Introduction Introduction] | ||
| − | Commence | + | 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 == | == Getting Started == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Getting Started Getting Started] | * [http://staging1.commenceonline.com/mediawiki/index.php/Getting Started Getting Started] | ||
| − | # Launch your | + | # Launch your web browser. |
# Navigate to the address provided by your Commence sales representative. | # Navigate to the address provided by your Commence sales representative. | ||
# Enter the login name and password. | # Enter the login name and password. | ||
| − | # | + | # To save your login check the box ‘Remember me on this computer'. |
| + | # Click the Login button to continue. By clicking Login you agree to our Terms and Conditions. | ||
| − | The | + | The Commence '''[[CRM_Dashboard|CRM Dashboard]]''' displays. This is your CRM home page. |
== Updating your Company Profile == | == Updating your Company Profile == | ||
| Line 18: | Line 19: | ||
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. | 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/ | + | * [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 features including server, email and permission settings. | |
== Data Administration == | == Data Administration == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration 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 == | == Module Settings == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings Module Settings] | * [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings Module Settings] | ||
| − | Commence | + | Commence 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 == | == Web Forms == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Web Forms Web Forms] | * [http://staging1.commenceonline.com/mediawiki/index.php/Web Forms Web Forms] | ||
| − | Commence | + | Commence offers a WebForm API Implementation to capture LEADS from your website. The implementation is in two parts – Designer and API. |
== Report Writer == | == Report Writer == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Report Writer Report Writer] | * [http://staging1.commenceonline.com/mediawiki/index.php/Report Writer Report Writer] | ||
| − | With | + | With Commence, 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 are broken into categories for ease-of-use. All reports shows every report listed in alphabetical order. |
Latest revision as of 20:26, 27 May 2021
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.
Contents
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
- Launch your web browser.
- Navigate to the address provided by your Commence sales representative.
- Enter the login name and password.
- To save your login check the box ‘Remember me on this computer'.
- Click the Login button to continue. By clicking Login you agree to our Terms and Conditions.
The Commence CRM Dashboard displays. This is your CRM home page.
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
As an administrator, you have the ability to view or configure a number of features including server, email and permission settings.
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
Commence 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
The System tools function provides you with the ability to import data from disparate sources and perform territory realignment.
Web Forms
Commence offers a WebForm API Implementation to capture LEADS from your website. The implementation is in two parts – Designer and API.
Report Writer
With Commence, 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.