Difference between revisions of "Module Settings/Projects"

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(Created page with "Setting up Available Literature-Commence On-Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purpose....")
 
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Setting up Available Literature-Commence On-Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purpose.  Use the following steps to customize the literature request items:1. From the  Tab,  select Administration.2. Then select Module Settings from the administration listing.3. Select Marketing from the Module Settings Listing.4. Select Literature 5. Select the Add New button.6. Enter the name of the literature item.7. Select the Browse button to locate the associated literature file.8. Select the Save button to save and add additional literature to the listing.9. Select Save & Close if you have completed your entries.
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Setting up Project Status-Commence On-Demand allows you to customize project status, for example, (open or closed),  that can be selected during the recording of project information.  Use the following steps to customize the status field:
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1.   From the  Tab,  select Administration.
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2.   Then select Module Settings from the administration listing.
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3.   Select Projects from the Module Settings Listing.
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4. Select Status
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5.   To Add a project status, enter the project status name in the new value field and click the Add Value button.  
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1. To Edit a project status, highlight  the project status name from the listing by clicking on it,  enter the modifications and select the Edit Value button.
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2. To Remove a project status, select the project status name from the listing and select the Remove button.
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3. Select Save button to save the project status and modify others or Save & Close if you have completed your entries.

Revision as of 06:38, 21 September 2012

Setting up Project Status-Commence On-Demand allows you to customize project status, for example, (open or closed), that can be selected during the recording of project information. Use the following steps to customize the status field: 1. From the Tab, select Administration. 2. Then select Module Settings from the administration listing. 3. Select Projects from the Module Settings Listing. 4. Select Status 5. To Add a project status, enter the project status name in the new value field and click the Add Value button. 1. To Edit a project status, highlight the project status name from the listing by clicking on it, enter the modifications and select the Edit Value button. 2. To Remove a project status, select the project status name from the listing and select the Remove button. 3. Select Save button to save the project status and modify others or Save & Close if you have completed your entries.