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control_activity_manager [2019/05/24 16:24]
dsummers
control_activity_manager [2019/05/24 16:30] (current)
dsummers
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  \\ **Reset Values Button:​** ​ If this button is clicked, it will reset all your current selections to your default selections.  \\ **Reset Values Button:​** ​ If this button is clicked, it will reset all your current selections to your default selections.
  
-<​code>​ +==== Calendar Statuses ====
-{{file://​10.0.2.18/​RunImage$/​Wikispaces Backup/​control/​mainSpace/​files/​calendarstatuses.jpg?​nolink&​|calendarstatuses.jpg}} +
-</​code>​+
  
-These are currently used to define the color of an employees Calendar. Additional functionality may be implemented for this feature in future releases of Control. These are defined here: **//System Setup > Marketing and Activity Manager > Calendar Statuses// ​ **+These are currently used to define the color of an employees Calendar. Additional functionality may be implemented for this feature in future releases of Control. ​\\ These are defined here: **//System Setup > Marketing and Activity Manager > Calendar Statuses// **
  
-<​code>​ +{{:​1b36036b9f080881178d7b9d0a74e0a4.png}}
-|{{:​1b36036b9f080881178d7b9d0a74e0a4.png}}+
-</​code>​+
  
 |Calendar Statuses| |Calendar Statuses|
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   * **Description:​ [ text entry ] -**  You can enter a description for the calendar status here.   * **Description:​ [ text entry ] -**  You can enter a description for the calendar status here.
   * **Colors:  Change color when status is selected. -**  When this option is selected, the color will change when the associated calendar status is selected. If this option is not selected, the color will not change.   * **Colors:  Change color when status is selected. -**  When this option is selected, the color will change when the associated calendar status is selected. If this option is not selected, the color will not change.
-  * **Display Color - Background Color: {{:files_calendarbgcolor.jpg?​nolink&​|calendarbgcolor.jpg}}-**This option allows you to choose the background color that will be displayed.+  * **Display Color - Background Color: ​**{{:7c738a032e3e3ead4d540123c0a4fbe3.png}}**-**This option allows you to choose the background color that will be displayed.
   * ** Show Inactive -**  When this option is selected, all calendar statuses will appear in the list. If this option is not selected, only active statuses will appear in the list.   * ** Show Inactive -**  When this option is selected, all calendar statuses will appear in the list. If this option is not selected, only active statuses will appear in the list.
  \\ **To use a Calendar Status, you will need to do the following:​**  \\ **To use a Calendar Status, you will need to do the following:​**
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 ==== Sales Goals ==== ==== Sales Goals ====
  
-|{{:files_salesgoals.jpg?​nolink&​|salesgoals.jpg}}|+|{{:a258c1e58c3aa81850bef6579bbf1c0d.png}}|
 |Sales Goals| |Sales Goals|
  
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  \\ This section covers the different selection list items used in Activity Manager. \\ **Result** ​ - This can hold a list of possible results for activities upon completion  \\ This section covers the different selection list items used in Activity Manager. \\ **Result** ​ - This can hold a list of possible results for activities upon completion
  
-|{{:files_resultactivitypicklist.png?​nolink&​|resultactivitypicklist.png}}|+|{{:facd8f3ae22197280e931706a9c721d4.png}}|
 |Result Activity Pick List| |Result Activity Pick List|
  
  \\ **Appointment Type -**  This can hold a list of possible appointment types to choose from when the activity type is Appt.  \\ **Appointment Type -**  This can hold a list of possible appointment types to choose from when the activity type is Appt.
  
-|{{:files_appttypeactivitypicklist.png?​nolink&​|appttypeactivitypicklist.png}}|+|{{:814d50acd4d31fe85a027cf923989d2f.png}}|
 |Appointment Type Activity Pick List| |Appointment Type Activity Pick List|
  
  \\ **Call Type** ​ - This can hold a list of possible call types to choose from when the activity type is Call.  \\ **Call Type** ​ - This can hold a list of possible call types to choose from when the activity type is Call.
  
-|{{:files_calltypeactivitypicklist.png?​nolink&​|calltypeactivitypicklist.png}}|+|{{:61286a8009db7dfefd8208d8ae8aed5e.png}}|
 |Call Type Activity Pick List| |Call Type Activity Pick List|
  
  \\ **To Do Type -**  This can hold a list of possible to-do types to choose from when the activity type is To Do.  \\ **To Do Type -**  This can hold a list of possible to-do types to choose from when the activity type is To Do.
  
-|{{:files_todotypeactivitypicklist.png?​nolink&​|todotypeactivitypicklist.png}}|+|{{:57c5842bff0a50641791a8254bff4246.png}}|
 |To Do Type Activity Pick List| |To Do Type Activity Pick List|
  
  \\ **Meeting Type -**  This can hold a list of possible meeting types to choose from when the activity type is Meeting.  \\ **Meeting Type -**  This can hold a list of possible meeting types to choose from when the activity type is Meeting.
  
-|{{:files_meetingtypeactivitypicklist.png?​nolink&​|meetingtypeactivitypicklist.png}}|+|{{:5d5651fd389e0cf5b7a10437b93dc68d.png}}|
 |Meeting Type Activity Pick List| |Meeting Type Activity Pick List|
  
  \\ **Other Type -**  This can hold a list possible other activity types to choose from when the activity type is Other.  \\ **Other Type -**  This can hold a list possible other activity types to choose from when the activity type is Other.
  
-|{{:files_othertypeactivitypicklist.png?​nolink&​|othertypeactivitypicklist.png}}|+|{{:f8e70eb7a0a0cf55006a15b2f4ad0480.png}}|
 |Other Type Activity Pick List| |Other Type Activity Pick List|
  
  \\ **Location -**  This can hold a list of possible locations to choose from when setting an activity.  \\ **Location -**  This can hold a list of possible locations to choose from when setting an activity.
  
-|{{:files_locationactivitypicklist.png?​nolink&​|locationactivitypicklist.png}}|+|{{:ae27d2d8d3b5d5d07ed0938a12182998.png}}|
 |Location Activity Pick List| |Location Activity Pick List|
  
  \\ **Description -**  This can hold a list of possible descriptions to choose from when setting an activity.  \\ **Description -**  This can hold a list of possible descriptions to choose from when setting an activity.
  
-|{{:files_descriptionactivitypicklist.png?​nolink&​|descriptionactivitypicklist.png}}|+|{{:652cc229e343c9a1a395b376c614052e.png}}|
 |Description Activity Pick List| |Description Activity Pick List|
  
  \\ **Roles -**  This can hold a list of possible roles to choose from when setting an activity.  \\ **Roles -**  This can hold a list of possible roles to choose from when setting an activity.
  
-|{{:files_rolesactivitypicklist.png?​nolink&​|rolesactivitypicklist.png}}|+|{{:643c9f607c41e7ffd9bdb6ba3e48786e.png}}|
 |Roles Activity Pick List| |Roles Activity Pick List|
  
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  \\ This shows any marketing lists setup for use by your company, and allows you to edit or add to the list.  \\ This shows any marketing lists setup for use by your company, and allows you to edit or add to the list.
  
-|{{:files_marketinglists.jpg?​nolink&​|marketinglists.jpg}}|+|{{:a3d291bb7974437e2c3fa2cca7301b29.png}}|
 |Marketing Lists| |Marketing Lists|
  
 ==== Industry Code Identifiers ==== ==== Industry Code Identifiers ====
  
-|{{:files_industrycodeidentifiers.png?​nolink&​|industrycodeidentifiers.png}}|+|{{:c1305270e357877347411350381d6f56.png}}|
 |Industry Code Identifiers| |Industry Code Identifiers|