Difference between revisions of "Module Settings/Accounts"

Revision as of 15:11, 18 October 2012

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.

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

Select Administration from the Quick Links section.
Select Module Settings from the Administrator section.
Select Accounts. The Contacts Module Settings screen displays.
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.
To remove a source field, select the field name in the listing and click the Remove button.
To change the order that the Sources appear in the drop down, select the source field and select up or down to move the Source in the list. Click Save when complete.

Select the Edit Value button. Click Save or Save & Close if you are done editing.

Repeat the process to define values for Industry, Address Type, and Products.

@@ Line 1: / Line 1: @@
-Commence On-Demand allows you to pre-define the values for the various fields highlighted on the prior page, giving you a personalized list that suits the specific needs of your company.
+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.
-Use the following steps to set up sources: (repeat same for Industry, Address Type, and Products
+Use the following procedures to establish field value options for '''Sources'''.
-.	From the   Tab,  select Administration.
+# Select '''Administration''' from the '''Quick Links''' section.
+# Select '''Module Settings''' from the '''Administrator''' section.
+# Select '''Accounts'''. ''The Contacts Module Settings screen displays.''
+# 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.
+# To remove a source field, select the field name in the listing and click the '''Remove''' button.
+# To change the order that the Sources appear in the drop down, select the source field and select up or down to move the Source in the list. Click Save when complete.
-.	Then select Module Settings from the administration listing.
+Select the '''Edit Value''' button. Click '''Save''' or '''Save & Clos'''e if you are done editing.
-.	  will display.  Select Sources from the module settings listing.
-.	To Add a source field, enter the New Value and select the Add Value button.
-.	To Edit a source 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 or Save & Close if you are done editing.
-.	To remove a source field, select the field from the listing and select the Remove button. Select the Save button to save the source fields.
-.	To change the order that the Sources appear in the drop down, select the source field and select up or down to move the Source in the list. Click Save when complete.
+Repeat the process to define values for '''Industry''', '''Address Type''', and '''Products'''.
-NOTE: Choose ACCOUNTS under Module Settings to manage custom fields for Accounts, Leads and Contacts. Use record type = Account if the field belongs in the company page; Use record type = Contact to add the field to the Contact module.  Custom fields in Leads will be the same as your custom fields in Accounts since “Leads” can be converted to “Accounts”.
-Use the following steps to set up sources: (repeat same for Industry, Address Type, and Products

Difference between revisions of "Module Settings/Accounts"

From Commence CRM-Help

Revision as of 15:11, 18 October 2012