Manual in English

Modificata il martedì, 17 novembre 2009 14:58 da Dennis — Categorizzata come: Non Categorizzata

This is the manual in English! For a complete list of all the pages available val in the list pages

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Index

  1. Introduction
  2. Admin - first run - SETUP
    1. Company
      1. Groups
      2. Offices
      3. Protocol Configuration
      4. Options - company profile
    2. Menu
    3. Configurations
      1. Options
        1. Areas
        2. Logos
        3. Companies evaluation
        4. Currencies
        5. Progressive companies
        6. Progressive contacts
        7. Address types
        8. Default titles
        9. Links
        10. Maintenance
        11. Management rules
        12. Wizard
        13. WebGate
      2. Sales
        1. Taxes
        2. Payments
        3. Progressive quotes
        4. Deliveries
        5. Banks
        6. Progressive invoices
      3. Campaigns
        1. Stages
      4. Help desk
        1. Ticket configuration
        2. Intervention area
        3. Typology of the ticket
        4. States RMA
      5. Store
        1. Categories
      6. Catalog
        1. Categories
      7. Lists
        1. Sectors
        2. Business types
        3. Assessments
        4. Lead source
        5. Reasons for closing opportunities
      8. Management fields additional
    4. Users
      1. User Info
      2. Tustena configuration
      3. Management webmail
      4. Management agenda
      5. Home pages
      6. Groups
      7. Permits
    5. Import data
    6. Account management
    7. Deleted records
  3. CRM
    1. Today
      1. Sidebar
        1. Advanced search
        2. New
        3. Favorite management
      2. Message Board
        1. Appointments
        2. Events
        3. Activities
        4. Opportunities, projects, campaigns
        5. Messages
        6. Birthdays
        7. Not heard from
        8. Clipboard
    2. Agenda
      1. Sidebar
        1. New appointment
        2. New event
        3. New dual appointment
        4. Office calendar
        5. Legend
        6. Monthly calendar
        7. Today
        8. Export calendar
        9. Vision extended/compact
        10. Impersonates user
      2. Calendar
      3. Details week
    3. Companies
      1. The command bar
      2. New company
        1. Category
      3. Advanced search
      4. Search
      5. Card company
        1. Company
        2. Contacts
        3. Activities
        4. Opportunities
        5. Documents
        6. Sales
        7. Products
        8. Ticket
        9. Conditions
        10. Database
      6. Massive update
    4. Contacts
      1. The command bar
      2. New contact
      3. Advanced search
      4. Search
      5. Card contact
        1. Contact
        2. Activities
        3. Sales
        4. Documents
        5. Ticket
        6. Database
      6. Massive update
    5. Lead
      1. The command bar
      2. New leads
      3. Tab Lead
        1. Lead
        2. Activities
        3. Sales
        4. Ticket
        5. Database
      4. Massive update
    6. Opportunities
      1. New opportunities
      2. Displays opportunities
    7. Campaigns
      1. New campaign
      2. Sets campaign
      3. Upgrade campaign
        1. Call campaign
        2. Email campaign
    8. Activities
      1. New task
        1. New phone call
        2. New visit
        3. Other activities
      2. Search activity
    9. Reminder
    10. Clipboard
    11. Messages
  4. MAIL CENTER
    1. Email and mailing lists
      1. Sidebar
        1. New email
      2. New file
        1. Distribution lists
        2. Search
      3. List
    2. Webmail
  5. HELP DESK
    1. Ticket
      1. New ticket
      2. Update tickets
        1. Card ticket
        2. New action
        3. RM
        4. Historical
      3. Portal ticket
        1. New external ticket
        2. Displays external ticket
    2. Ticket reports
    3. Knowledge base
      1. Enter topic
      2. Displays topic
    4. Categories KB
  6. STORE
    1. Documents
      1. New file
  7. REPORT
    1. Business report
      1. New report
      2. Category
    2. Analytical report
  8. CATALOG
    1. Products
      1. New product
    2. Price list
    3. Management lists
  9. PROJECTS
    1. Project management
      1. New project
      2. Configure project
        1. Teams
        2. Sections
        3. Checks
        4. Project
        5. Documents
      3. Development project
    2. Project update
  10. SALES
    1. Quotes
      1. New preventive
      2. Preventive new documents
      3. Change quote
      4. Convert or submit prior
    2. Orders
      1. New order
      2. Edit and convert order
  11. DATABASE
    1. DB manager
      1. New database
      2. Displays database
  12. EXIT

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