Difference between revisions of "Module Settings/Activities"

From Commence CRM-Help

m (fixed dead-end page; added link back to Module Settings page)
 
(3 intermediate revisions by the same user not shown)
Line 1: Line 1:
Setting up Resources:
+
Commence On Demand allows you to customize the list of '''Activities''' resource values (for example, conference rooms, projectors or white boards) that can be selected during the scheduling of meetings or activities.
  
Commence On-Demand allows you to customize the list of resources, for example, conference room, projector or white board, that can be selected during the scheduling of  meetings or activities.
+
1. Select '''Administration''' from '''Quick Links''' section.
  
Use the following steps to customize available resources:
+
2. Select '''Module Settings''' from the '''Administrator''' section.
  
1. Select Activities from the module listing.
+
3. Select '''Activities'''. ''The Activities Module Settings screen displays.''
  
2. Select Resources from the module settings listing.
+
4. Select '''Resources''' from the module settings listing.
  
3. To Add a resource field, enter the resource name and select the Add Value button.
+
* To add a resource field value, enter the resource name in the '''New Value''' field, and click the '''Add Value''' button.
 +
* To edit a resource field value, select the name from the listing and enter the new name in the New Value field. Click the '''Edit Value''' button.
 +
* To remove a resource field value, select the name from the listing and click the '''Remove''' button.
  
4. Select Save to save your entry or Save & Close if you have competed all entries.
+
5. Click '''Save'''.  
  
5. To Edit a resource field, highlight the field from the listing by clicking on it.  Enter the new value in the new value field, then select the Edit Value button. Click Save to save your changes or Save & Close if you are done editing.
+
6. Click '''Save & Close''' when you are done.
  
6. To Remove a resource field, select the resource name from the listing and select the Remove button.
+
Return to [[Module_Settings|Module Settings]]
 
 
7. Select Save to save your changes or Save & Close if you have completed your entries.
 

Latest revision as of 20:28, 7 June 2013

Commence On Demand allows you to customize the list of Activities resource values (for example, conference rooms, projectors or white boards) that can be selected during the scheduling of meetings or activities.

1. Select Administration from Quick Links section.

2. Select Module Settings from the Administrator section.

3. Select Activities. The Activities Module Settings screen displays.

4. Select Resources from the module settings listing.

  • To add a resource field value, enter the resource name in the New Value field, and click the Add Value button.
  • To edit a resource field value, select the name from the listing and enter the new name in the New Value field. Click the Edit Value button.
  • To remove a resource field value, select the name from the listing and click the Remove button.

5. Click Save.

6. Click Save & Close when you are done.

Return to Module Settings