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[...] in mind that: to set the time restrictions, select if the date of the estimate should be less than or equal (≤) ), uguale≡ ) or greater or uguale≥ ) the date of reference to be following in the "Date validity" pane: you can manually type the date (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or click on the icon : So you can select the date from the calendar, clicking on the desired day directly. To change click on month (previous month) or [...]
[...] preview of the message cut - cut selected text Copy - copy the selected text Paste - Paste cut or copied text last Paste as text - paste as text simple text last cut or copied Paste from Word - paste cut or copied from Word text last Printing - print the email Spell - check correct spelling of text (optional) Cancel - undo the last change that you made to the text Repair - repair a canceled change Find - try a keyword in the text Replace - searches for and replaces a keyword in the text [...]
[...] data type is a date (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or click on the icon : So you can select the date from the calendar, clicking on the desired day directly. To change click on month (previous month) or (next month). To close the window click ;
to populate a field whose data type is a contact, a company or a click lead, search box will appear (see for more information about the search for companies and contacts window New leads between lead research [...]
[...] the icon. You can sort messages alphabetically by last name of the sender by clicking on "From", or object by clicking on "Object", or date by clicking on "Date"; to reverse the sort order click again. To delete a message, select the box in the last column, and then click . To read a click on the date message, the sender or the subject of the message: At this point, you can respond by clicking on the button , opens the following box: Users to which the message will be delivered will appear in the list [...]
[...] bearing in mind that: to set the time restrictions, select if the date of the order must be less than or equal (≤) ), uguale≡ ) or greater or uguale≥ ) the date of reference to be following in the "Date validity" pane: you can manually type the date (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or click on the icon : So you can select the date from the calendar, clicking on the desired day directly. To change click on month (previous month) or [...]
10.1.4 Convert or submit prior
By clicking on you can convert or send to the applicant the budget format. pdf:
You can place text (which can be typed in the box) and/or [...]
[...] opportunity you will be able to view all data that opportunity. The default display style is to tab (or higher, corresponding to the pages of the tab "flaps"); you can view the entire tab on a single page by clicking on ; you can restore the clicking tab. "Opportunity detail" section lists all data entered during the creation of the opportunity. You can make changes by clicking . In the section "Activities" you can manage activities relating to the opportunity (for more information Activities ). In the section "Products" you can enter the opportunity articles: [...]
New call
Argomenti collegati:
{Incoming}
By clicking on "New call" or by selecting an existing call you can create or edit a phone type task: Fill in the various fields in a more timely manner bearing in mind that: You can specify whether the task will be considered (received call) incoming or outgoing (carried out call) and selecting respectively or ; You must specify whether the activity has been made, both be done or is cancelled by selecting [...]
[...] users calendar. First insert the date of the appointment in the field "(dd/MM/yyyy) day" (start date), or directly by filling the field by typing it (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or by clicking on the icon :
So you can select the date from the calendar, clicking on the desired day directly. To change click on month (previous month) or (next month). To close the window click . Users who participate in the meeting will appear in the list "Enabled users"; you [...]
New lead
Argomenti collegati:
{Incoming}
By clicking on "New leads" or the button to an existing tab you can enter or change the tab of a lead: Fill in the various fields in a more timely manner bearing in mind that: you typed the name of a business reason you can control that it has not already been included tab by clicking on the button ; clicking you can insert additional telephone data formatted according to the country of the user (international prefix, area code, number; click to confirm on to close the window: [...]
This is the manual in English!
For a complete list of all the pages available val in the list pages "' Searches for the manual" '
Index Introduction Admin - first run - SETUP Company Groups Offices Protocol Configuration Options - company profile Menu Configurations Options Areas Logos Companies evaluation Currencies Progressive companies Progressive contacts Address types Default titles Links Maintenance Management rules Wizard WebGate Sales Taxes Payments Progressive quotes Deliveries Banks Progressive [...]
[...] lists the most recent Clipboard. You can sort them alphabetically by name just by clicking on "Title", or date by clicking on "Date"; to reverse the sort order click again. You just click on the title to view an entry. For greater flexibility on the management of the Clipboard click ( Clipboard ).
Clipboard The section is the management of Clipboard: this section shall be released from the other functions of the programme, and can be used for example as a notebook or as a message board. The screen can be divided into 2 parts, the sidebar [...]
[...] following box: Type the name of the category that you want to add, select whether it is of type global (or is visible from all users) or personal (or visible only from the current user) and click the button to confirm; to close the window click . You can select the categories of membership of a company, a user or a Lead, when you create or change the tab. To delete a category click . ATTENTION! You cannot delete categories that are in use!
7.1.2 [...]
[...] appointment in the fields "from the (dd/MM/yyyy)" (start date) and "to the (dd/MM/yyyy)" (end date), or directly by completing the fields by typing their dates (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or by clicking on icons : In this way you can directly select dates from the calendar, clicking on the desired day. To change click on month (previous month) or (next month). To close the window click . Under the heading "appointment to" indicate to whom is the appointment. [...]
New opportunity
Argomenti collegati:
{Incoming}
By clicking on "New opportunities" or an existing opportunity button you can insert a new item or modify an existing element: Fill in the various fields in a more timely manner bearing in mind that: clicking , you can select the owner the opportunity: the opportunity can be assigned to a company, a contact or a lead: mark the appropriate box and click to select the tab through research, or quickly create a new card (see [...]
New quote By clicking on "New preventive" you can create a new budget that can be sent via e-mail or converted in .pdf format and printed. In the section "Quotes" should be inserted personal data and the terms of payment and delivery. Fill in a timely manner in various fields bearing in mind that: in the field "required by" you can enter the applicant of the budget by selecting the type of tab you want and clicking will appear for the search box (see for more information about the search for companies and contacts window New leads , between lead research is quite [...]
[...] cost of products; are the creation date and the date of the last modification to estimate; You can convert or send the quote ( Convert or sends prevention ) .pdf format by clicking on ; You can create an exact copy of the [...]
[...] type directly the date (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or click on the icon : So you can select the date from the calendar, clicking on the desired day directly. To change click on month (previous month) or (next month). To close the window click ; in the field "Price list" you can choose between the lists included in section ( Management lists ); the field "Data delivery" is configurable in the section under the heading "Returns" ( Deliveries ); where a date click to select it [...]
[...] Configuration" tab ( Tustena configuration )). To view the e-mail following the number for the list page or "Next" click to jump to the next page. To go back a page click on "Previous". To display all the email in a single page click on "All record" or "All". E-mail marked as "of presentation" are characterised by the icon. To delete an e-mail select box in the last column, and then click . To modify an email click its button (similar to create a new (4.1.1.1) completely). To duplicate email click button. To send an email to a list previously [...]
[...] POS/UF/D/F/PROG/DATA where: POS symbol of the UF symbol D symbol (optional) Bureau of the type of activity or document symbol F of the data stream (entry or exit) operator PROG progressive number DATA year or month and year Once enabled function, activities are registered at the time saved as "Without", or in the case of emails when sent. By this time activities are not editable but only available. How to: set "Enable Protocollazione": activation of this mode of operation; set "Protocol [...]
[...] "Tustena Configuration" tab ( Tustena configuration )). To display lists that follow list page number or "Next" click to go to the next page. To go back a page click on "Previous". To display all the lists in a single page click on "All records". To view a list click on the title. By clicking on one of the letters of the alphabet above the header of the list will be reported only lists whose title begins for the selected letter. By clicking on "All lists", "All" or "All records" you will see all lists. Clicking on "New list" opens the following [...]
Sets campaign
Argomenti collegati:
{Incoming}
Once you have created a campaign, or by clicking on the title of an existing campaign, following window opens: The default display style is to tab (or higher, corresponding to the pages of the tab "flaps"); you can view the entire tab on a single page by clicking on ; you can restore the clicking tab. By clicking you can change the data adapter (useful, for example, to change the status of the campaign) in a similar way to the creation of a new campaign ( New campaign ). If the type [...]
[...] third group, but don't depend on each other, these users not you will see. If you wanted to modify or delete an entry will be simply click or box corresponds to the group that you want to edit or delete; all groups which depended the deleted will be reallocated to the selected in the column "reassign at: case of elimination". A particular group (which does not appear in the list) is the Global group: is the first maxigruppo in terms of permits, if you assign this group to any function tab (be it a new company, [...]
10.2.2 Edit and convert order
Modify an order is quite similar to create a new one, with the difference that you can convert it to PDF by clicking on :
In the order header, you can place a [...]
[...] the calendar. First insert the date of the appointment in the field "(dd/MM/yyyy) day" (start date), or directly by filling the field by typing it (dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or by clicking on the icon :
So you can select the date from the calendar, clicking on the desired day directly. To change click on month (previous month) or (next month). To close the window click . Under the heading "event for" indicate who is the event. You can select only users [...]
Documents section allows you to upload, download, see, change or review files. To upload a new document ( New file ) click on "New file". You can search the documents by entering a keyword in the field "Search" and clicking ; research may be extended to the content of documents by selecting the appropriate box. Only documents belonging to that category by selecting a category in the list are grouped. Clicking the icon next to a category, you can select its sub-categories. You can reorder the list alphabetically by clicking on the header of the menu under the [...]
New campaign
Argomenti collegati:
{Incoming}
By clicking on "New campaign" or an existing campaign button you will be able to insert or edit a campaign: Fill in the various fields in a more timely manner bearing in mind that: You must select a campaign clicking , owner by typing a possible key search, search by clicking and selecting from the list; If the type of campaign is "Email" you can send email to massive (previously generated in ( Email and mailing lists )) lists of companies, contacts and/or [...]
[...] least a category ( below the catalog entry = categories ( Categories ))
before you can insert one or more products. You should also create one or more lists ( Management lists ). To insert a new card product click on "New product" ( New product ). To perform a search keyword in the "Search" field and click . Select the relevant category in the "Category" menu to view all articles belonging to a particular category. Click on the description of an article, you can display it and/or modify it, in a similar [...]
[...] Ticket
Argomenti collegati:
{Incoming}
Menu. Through this section lets you manage the ticket, or customer requests, reports after-sales and whatever ' another. To create a new ticket click on "New ticket" ( New ticket ). To view tickets that have not yet been assigned to a user click on "Unassigned". You can filter tickets according to many parameters in the section titled "Filter" sidebar: select the desired conditions, after which the button click. To view and, where appropriate, update a ticket ( Update tickets ) click on the code. You can also allow customers [...]
[...] divided into 2 parts, the sidebar and the list. Through the sidebar, you can create a new opportunities or search for its one of those existing (typing it in the text box and clicking ). In the header of the list are the letters of the alphabet: by clicking on one of these letters appear all the opportunities the title begins with that letter; by clicking on "All" are listed all opportunities. You can reorder the list alphabetically by clicking on the header of the menu under the heading "Opportunities". Clicking again invertirà order. Similarly you can sort by date of [...]