Difference between revisions of "Module Settings/Accounts"
From Commence CRM-Help
m (fixed dead-end page; added link back to Module Settings page) |
|||
| (12 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | Commence On Demand allows you to define | + | 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''': | |
| − | + | 1. Select '''Administration''' from the '''Quick Links''' section. | |
| − | + | ||
| − | + | 2. Select '''Module Settings''' from the '''Administrator''' section. | |
| − | + | ||
| − | * To add a | + | 3. Select '''Accounts'''. ''The Contacts Module Settings screen displays.'' |
| − | * To edit a | + | |
| − | * To remove a | + | 4. Select '''Sources''' from the module settings listing. |
| − | * 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'''. | + | |
| − | + | 5. Define the field values: | |
| + | |||
| + | * 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. 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. | ||
| + | 6. Click '''Save'''. | ||
| + | |||
| + | 7. Click '''Save & Close''' when you are done. | ||
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]] | ||
Latest revision as of 20:27, 7 June 2013
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:
1. Select Administration from the Quick Links section.
2. Select Module Settings from the Administrator section.
3. Select Accounts. The Contacts Module Settings screen displays.
4. Select Sources from the module settings listing.
5. Define the field values:
- 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. 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.
6. Click Save.
7. Click Save & Close when you are done.
Repeat the process to define values for Industry, Address Type, and Products.
Return to Module Settings