Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
control_activity_manager [2019/05/24 16:18]
dsummers [Marketing and Activity Manager] 		control_activity_manager [2019/05/24 16:30] (current)
dsummers
Line 1: Line 1:
-====== Marketing and Activity Manager ======+======   ======
  
 ====== Marketing and Activity Manager ====== ====== Marketing and Activity Manager ======
- 
-====== Table of Contents ====== 
- 
-[[Marketing and Activity Manager|]] 
- 
-[[Calendar Statuses|]] 
- 
-[[Sales Goals|]] 
- 
-[[Activity Pick Lists|]] 
- 
-[[Marketing Lists|]] 
- 
-[[Industry Code Identifiers|]] 
- 
-[[See Also|]] 
  
 ===== Marketing and Activity Manager ===== ===== Marketing and Activity Manager =====
  
-|{{:files_marketingactmgrscreen.jpg?nolink&|marketingactmgrscreen.jpg}}|+|{{:caf652145f53250e8e933bfbdfd8b167.png}}|
 |Marketing and Activity Manager Setup Screen| |Marketing and Activity Manager Setup Screen|
  
Line 42: Line 26:
   * ** Show Balance Due on Calendar if possible.**  If this option is selected, a company's balance due will be shown on the calendar. If this option is not selected, the balance due will not be shown on their activity.   * ** Show Balance Due on Calendar if possible.**  If this option is selected, a company's balance due will be shown on the calendar. If this option is not selected, the balance due will not be shown on their activity.
   * ** Enable Reminders.**  If this option is selected, reminders will be enabled. If this option is not selected, you will be unable to use the reminders.   * ** Enable Reminders.**  If this option is selected, reminders will be enabled. If this option is not selected, you will be unable to use the reminders.
-  * ** By Default set reminders to: {{:files_defaultremindertime.jpg?nolink&|defaultremindertime.jpg}}.**If this option is selected, you will be able to set reminders to appear at certain times by default. +  * ** By Default set reminders to: **{{:b74fbc72c5e73f5186f6132fe2a1254e.png}}**.**If this option is selected, you will be able to set reminders to appear at certain times by default. 
-  * **Check for reminder every {{:files_checkremindertime.jpg?nolink&|checkremindertime.jpg}}minutes.**This option allows you to set a time interval that your system will check for reminders. For example, if you selected 6 in the scroll down box, your system would check for reminders every 6 minutes.+  * **Check for reminder every **{{:56e42153c5b4f4df72b1ecf49d0d9b1f.png}}**minutes.**This option allows you to set a time interval that your system will check for reminders. For example, if you selected 6 in the scroll down box, your system would check for reminders every 6 minutes.
   * ** Track billing time.**  If this option is selected, the billing time will be tracked. If this option is not selected, the billing time will not be tracked.   * ** Track billing time.**  If this option is selected, the billing time will be tracked. If this option is not selected, the billing time will not be tracked.
  \\ **I want the:**  \\ **I want the:**
Line 83: Line 67:
  \\ **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.
  
-\\+==== 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// **
  
-==== Calendar Statuses ====+{{:1b36036b9f080881178d7b9d0a74e0a4.png}}
  
-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// ** \\ 
- 
-|{{files/calendarstatuses.jpg?nolink&|calendarstatuses.jpg}}| 
 |Calendar Statuses| |Calendar Statuses|
  
  \\ This screen allows you to determine calendar statuses.  \\ This screen allows you to determine calendar statuses.
  
-  * **Name: [ text entry ] -** Enter a name for the calendar status +  * **Name: [ text entry ] -**  Enter a name for the calendar status 
-  * ** Active -** When this option is selected, the calendar status is active. If this option is not selected, the calendar status is not active. +  * ** Active -**  When this option is selected, the calendar status is active. If this option is not selected, the calendar status is not active. 
-  * **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:**
  
Line 110: Line 91:
 ==== Sales Goals ==== ==== Sales Goals ====
  
-|{{files/salesgoals.jpg?nolink&|salesgoals.jpg}}|+|{{:a258c1e58c3aa81850bef6579bbf1c0d.png}}|
 |Sales Goals| |Sales Goals|
  
Line 117: Line 98:
 ==== Activity Pick Lists ==== ==== Activity Pick Lists ====
  
- \\ 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|
  
 ==== Marketing Lists ==== ==== Marketing Lists ====
  
- \\ 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|
  
Line 177: Line 158:
  
 =====   ===== =====   =====
 +
 +\\