From CommenceCRM-Help
Jump to: navigation, search
 
(43 intermediate revisions by 2 users not shown)
Line 1: Line 1:
Commence On-Demand 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.
+
Commence On Demand allows you to administer personalized settings for each of the system modules. This includes the ability to modify custom views, default views, and custom fields. The steps for setting up default views, custom views, and custom fields will be the same throughout each of the modules.
  
Note:
 
The primary detail forms in various modules have room for 4 custom fields and there is a related view “Custom Fields” which can hold as many more as you need. Best practice is to put the most important fields at the top of the list so they appear on the primary detail form.
 
  
Setting up Default Views-
+
== Setting up Default Views ==
  
Commence On-Demand allows you to administer the default views for any module in the system, selecting which fields will be displayed when a user accesses that module.  These default views can be overridden by the individual user to suit their personal needs.   
+
Commence On Demand allows you to administer the default views for any module in the system, selecting which fields will be displayed when a user accesses that module.  These default views can be overridden by the individual user to suit their personal needs.   
  
 
Use the following steps to set up default views:
 
Use the following steps to set up default views:
  
1. From the   Tab, select Administration.
+
# Select '''Administration''' from the '''Quick Links''' section.
 +
# Select '''Module Settings''' from the '''Administrator''' section.
 +
# Select the module for which you'd like to set the default view(s).
 +
# Select '''Default Views''' from the module settings listing.  
 +
# Select the view(s) you wish to be the default(s) for that module.
 +
# Click the '''Save''' button to save the default view(s), then '''Save & Close''' to return to '''Module Settings'''.  
  
2. Then select Module Settings from the administration listing.
 
  
3. Select the module for which you'd like to set the default view.
+
== Setting up Custom Views ==
  
4. Select Default Views from the module settings listing.
+
Commence On Demand allows you to administer custom views for any module in the system, selecting which fields will be displayed when a user accesses that module.  Custom views allow you to adapt the modules to the specialized needs of your company.   
 
 
5. Select the view you wish to be the default in that module.
 
 
 
6. Select the Save button to save the default view, then Save & Close to return to the Modular Settings.
 
 
 
Setting up Custom Views-
 
 
 
Commence On-Demand allows you to administer custom views for any module in the system, selecting which fields will be displayed when a user accesses that module.  Custom views allow you to adapt the modules to the specialized needs of your company.   
 
  
 
Use the following steps to set up custom views:
 
Use the following steps to set up custom views:
  
1. From the   Tab, select Administration.
+
# Select '''Administration''' from the '''Quick Links''' section.  
 
+
# Select '''Module Settings''' from the '''Administrator''' section.
2. Then select Module Settings from the administration listing.
+
# Select the module for which you'd like to set a custom view.
 
+
# Select '''Custom Views''' from the module settings listing.
3. Select the module for which you'd like to set a custom view.
+
# Select the default view to modify from the listing by clicking on the specific view name.  
 
+
# Select fields to appear in the module from the available drop down lists.
4. Select Custom Views from the module settings listing.
+
# Add, remove or re-order any fields in the module.
 
+
# Click the '''Save and New''' button to save and assign an additional custom view.
5. Select the default view to modify from the listing by clicking on the specific View Name.  
+
# Click the '''Save and Close''' button to save the custom view.
 
 
6. Select fields to appear in the module from the available drop down lists.
 
 
 
7. Add, remove or re-order any fields in the module.
 
  
8. Select the Save and New button to save and assign an additional custom view.
 
  
9. Select the Save and Close button to save the custom view.
+
== Administering Custom Fields ==
  
Administering Custom Fields-
+
Commence On Demand allows you to determine and maintain custom fields for your specific company needs that are not addressed by the default fields.  You can add, delete or hide custom fields for any module within Commence On Demand. 
  
Commence On-Demand allows you to determine and maintain custom fields for your specific company needs that are not addressed by the default fields in Commence On-Demand.  You can add, delete or duplicate custom fields for any module within Commence On-Demand.
+
'''''Note:''' The primary detail forms in various modules have room for four custom fields and there is a related view called '''Custom Fields''' which can hold as many more as you need. The best practice is to put the most important fields at the top of the list so they appear on the primary detail form.''
  
 
Use the following steps to set up custom fields:
 
Use the following steps to set up custom fields:
1. From the   Tab, select Administration.
+
# Select '''Administration''' from the '''Quick Links''' section.  
 
+
# Select '''Module Settings''' from the '''Administrator''' section.
2. Then select Module Settings from the administration listing.
+
# Select the module for which you'd like to add custom fields.
 
+
# Select '''Custom Fields''' from the module settings listing.
3. Select the module for which you'd like to add custom fields.
+
# Click the '''New''' button.
 +
# Enter the field name.
 +
# Select the module to which the field will be added.  The default is the module to which you are currently adding fields.
 +
# Select the record type from the drop down list (for example: Account or Contact).
 +
# Select whether the field type is '''text''' or a '''list'''. '''Text''' allows free-form text to be entered. '''List''' creates a selection list.
 +
# Click the '''Save & New''' button to save and add additional fields.
 +
# Click the '''Save & Close''' button if you are finished adding fields.
  
4. Select Custom Fields from the module settings listing.
 
  
5. Select the New button.
+
== Modifying Built-in Drop-down Lists and other module features ==
 +
Various modules have application specific drop-downs that enable the end user to select from pre-defined values.  The values shown in the drop-down boxes may be modified to meet the specific requirements of your business. Use the '''Administering Custom Fields''' process described above to access these built-in lists and other module features.
  
6. Enter the field name.
+
=== Account Module Settings ===
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Accounts Accounts]
 +
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.
  
7. Select the module to which the field will be added. The default is the module to which you are currently adding fields.
+
=== Calendar Module Settings ===
 +
Custom fields for the Commence On Demand '''Calendar''' can be managed within the '''Activities''' module settings. To synchronize with Outlook or your handheld devices, ask Commence for the '''Mobile Link''' add-on.
  
8. Select the record type from the drop down list, for example, Account or Contact.
+
=== Activities Module Settings ===
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Activities Activities]
 +
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.
  
9. Select whether the field text, a list, or a connection.
+
=== Documents Module Settings ===
 +
Custom views can be created and modified for all modules including '''Documents'''. See section the section above, ''Setting Up Custom Views''.
  
10. Select the Save and Close button if you are finished adding fields or
+
=== Sales Module Settings ===
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Sales Sales]
 +
Commence On Demand allows you to define sales opportunity and quote values for '''Sources''', '''Types''', '''Stages''', '''Terms''' as well as establish '''Sales Quotas'''.
  
11. Select the Save & New button to save and add additional fields.
+
=== Marketing Module Settings ===
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Marketing Marketing]
  
Field Types:
+
Commence On Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purposes.
• Text – allows free-form text to be entered
 
  
• List – Create a selection list
+
=== Projects Module Settings ===
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Projects Projects]
 +
Commence On Demand allows you to customize the project status (open, closed, or pending for example) that can be selected during the recording of project information.
  
• Connection – Create one-to-one or one-to-many links between other records (i.e., “Buys From:”; “Sells To:”) to track relationships between companies within your database. “List” field “Connection” field – highlight item and click pencil to View
+
=== Support Module Settings ===
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Support Support ]
 +
Setting up the Support Inbox (Premium Email feature)-
 +
You can designate one or more email accounts to be a Support Inbox. This is the email address to which your customers send their support inquiries. Each new email sent to a support inbox email account is assigned a Ticket ID. Any subsequent email messages that reference a Ticket ID are recorded as threads in the ticket resolution process.
  
Modifying Drop-down Boxes-
+
=== Accounting Module Settings ===
 +
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Accounting Accounting]
 +
The Accounting module is designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system. Commence On Demand enables the tracking of order history, invoice history, payments, expenses, purchases orders, items, inventory and vendors. Integration of Commence On Demand with disparate accounting systems is provided by Commence Corporation’s professional services staff on a fee-for-service basis. Administration of this application is only required for companies looking to integrate to their back end systems.
  
The Sales, Marketing, Support, and Accounting modules within Commence On-Demand have several drop-down boxes that enable the end user to select from pre-defined values.  The values shown in the drop-down boxes may be modified to meet the specific requirements of your business. The same process is used for modifying custom fields that are “Lists”.
+
=== Template Management ===
Shown below are the Source and industry fields located on the right side of the Account detail form.
+
* [http://staging1.commenceonline.com/mediawiki/index.php/Module Settings/Template Management Template Management]
 +
Commence On Demand includes a built-in HTML editor to design and manage letters and other business communications for printing, email marketing, sales proposals, support ticket and sales orders.
  
These fields can be edited in Administration, Module Settings, Accounts, Source/Industry as shown below.
 
  
Add and remove values, modify the display order and Save.
+
Return to '''[[Commence OnDemand Admin Guide]]'''

Latest revision as of 19:21, 6 June 2013

Commence On Demand allows you to administer personalized settings for each of the system modules. This includes the ability to modify custom views, default views, and custom fields. The steps for setting up default views, custom views, and custom fields will be the same throughout each of the modules.


Setting up Default Views[edit]

Commence On Demand allows you to administer the default views for any module in the system, selecting which fields will be displayed when a user accesses that module. These default views can be overridden by the individual user to suit their personal needs.

Use the following steps to set up default views:

  1. Select Administration from the Quick Links section.
  2. Select Module Settings from the Administrator section.
  3. Select the module for which you'd like to set the default view(s).
  4. Select Default Views from the module settings listing.
  5. Select the view(s) you wish to be the default(s) for that module.
  6. Click the Save button to save the default view(s), then Save & Close to return to Module Settings.


Setting up Custom Views[edit]

Commence On Demand allows you to administer custom views for any module in the system, selecting which fields will be displayed when a user accesses that module. Custom views allow you to adapt the modules to the specialized needs of your company.

Use the following steps to set up custom views:

  1. Select Administration from the Quick Links section.
  2. Select Module Settings from the Administrator section.
  3. Select the module for which you'd like to set a custom view.
  4. Select Custom Views from the module settings listing.
  5. Select the default view to modify from the listing by clicking on the specific view name.
  6. Select fields to appear in the module from the available drop down lists.
  7. Add, remove or re-order any fields in the module.
  8. Click the Save and New button to save and assign an additional custom view.
  9. Click the Save and Close button to save the custom view.


Administering Custom Fields[edit]

Commence On Demand allows you to determine and maintain custom fields for your specific company needs that are not addressed by the default fields. You can add, delete or hide custom fields for any module within Commence On Demand.

Note: The primary detail forms in various modules have room for four custom fields and there is a related view called Custom Fields which can hold as many more as you need. The best practice is to put the most important fields at the top of the list so they appear on the primary detail form.

Use the following steps to set up custom fields:

  1. Select Administration from the Quick Links section.
  2. Select Module Settings from the Administrator section.
  3. Select the module for which you'd like to add custom fields.
  4. Select Custom Fields from the module settings listing.
  5. Click the New button.
  6. Enter the field name.
  7. Select the module to which the field will be added. The default is the module to which you are currently adding fields.
  8. Select the record type from the drop down list (for example: Account or Contact).
  9. Select whether the field type is text or a list. Text allows free-form text to be entered. List creates a selection list.
  10. Click the Save & New button to save and add additional fields.
  11. Click the Save & Close button if you are finished adding fields.


Modifying Built-in Drop-down Lists and other module features[edit]

Various modules have application specific drop-downs that enable the end user to select from pre-defined values. The values shown in the drop-down boxes may be modified to meet the specific requirements of your business. Use the Administering Custom Fields process described above to access these built-in lists and other module features.

Account Module Settings[edit]

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.

Calendar Module Settings[edit]

Custom fields for the Commence On Demand Calendar can be managed within the Activities module settings. To synchronize with Outlook or your handheld devices, ask Commence for the Mobile Link add-on.

Activities Module Settings[edit]

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.

Documents Module Settings[edit]

Custom views can be created and modified for all modules including Documents. See section the section above, Setting Up Custom Views.

Sales Module Settings[edit]

Commence On Demand allows you to define sales opportunity and quote values for Sources, Types, Stages, Terms as well as establish Sales Quotas.

Marketing Module Settings[edit]

Commence On Demand allows you to customize the list of literature items that can be used to fulfill a literature request for marketing purposes.

Projects Module Settings[edit]

Commence On Demand allows you to customize the project status (open, closed, or pending for example) that can be selected during the recording of project information.

Support Module Settings[edit]

Setting up the Support Inbox (Premium Email feature)- You can designate one or more email accounts to be a Support Inbox. This is the email address to which your customers send their support inquiries. Each new email sent to a support inbox email account is assigned a Ticket ID. Any subsequent email messages that reference a Ticket ID are recorded as threads in the ticket resolution process.

Accounting Module Settings[edit]

The Accounting module is designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system. Commence On Demand enables the tracking of order history, invoice history, payments, expenses, purchases orders, items, inventory and vendors. Integration of Commence On Demand with disparate accounting systems is provided by Commence Corporation’s professional services staff on a fee-for-service basis. Administration of this application is only required for companies looking to integrate to their back end systems.

Template Management[edit]

Commence On Demand includes a built-in HTML editor to design and manage letters and other business communications for printing, email marketing, sales proposals, support ticket and sales orders.


Return to Commence OnDemand Admin Guide