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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: | \\ **Reset Values Button: | ||
- | < | + | ==== Calendar Statuses ==== |
- | {{file:// | + | |
- | </ | + | |
- | 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. |
- | < | + | {{: |
- | |{{: | + | |
- | </ | + | |
|Calendar Statuses| | |Calendar Statuses| | ||
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* **Description: | * **Description: | ||
* **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? | + | * **Display Color - Background Color: |
* ** 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? | + | |{{:a258c1e58c3aa81850bef6579bbf1c0d.png}}| |
|Sales Goals| | |Sales Goals| | ||
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\\ This section covers the different selection list items used in Activity Manager. \\ **Result** | \\ This section covers the different selection list items used in Activity Manager. \\ **Result** | ||
- | |{{:files_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? | + | |{{:814d50acd4d31fe85a027cf923989d2f.png}}| |
|Appointment Type Activity Pick List| | |Appointment Type Activity Pick List| | ||
\\ **Call Type** | \\ **Call Type** | ||
- | |{{:files_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? | + | |{{: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? | + | |{{: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? | + | |{{: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? | + | |{{: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? | + | |{{: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? | + | |{{: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? | + | |{{:a3d291bb7974437e2c3fa2cca7301b29.png}}| |
|Marketing Lists| | |Marketing Lists| | ||
==== Industry Code Identifiers ==== | ==== Industry Code Identifiers ==== | ||
- | |{{:files_industrycodeidentifiers.png? | + | |{{:c1305270e357877347411350381d6f56.png}}| |
|Industry Code Identifiers| | |Industry Code Identifiers| | ||