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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 [...]
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 [...]
[...] Quotes
In the section lets you manage budgets, any intrusion into orders ( Orders ). To create a new preventive click on "New preventive" ( New preventive ), to load a quote documents click on "New preventive documents" ( New preventive docu ). To search all estimates that meet [...]
New prior to documents
By clicking on "New preventive documents" [...]
10.2.1 New order
You can create a new order that can be converted in .pdf format and printed by clicking on the "New order". In the section "Orders" 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 "Owner" you must select the owner: , click Insert a possible search, click key and select the user; in the field "Area Manager" you can select a user of that type: , click Insert a possible search, click key [...]
New call
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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 the appropriate; box Select the "send (email) activity" after you have connected [...]
3.2.1.3 Multiple new appointment
By clicking on "New dual appointment" opens the following box: By filling in the various fields you can create a new dual appointment that will subsequently be viewable in all affected 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 [...]
New opportunity
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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 database
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By clicking on "New database" you can create a new bank data. Groups of users who will be able to access the database will appear in the list "visible from"; you can add new groups by selecting them from the "Groups" list and clicking the button lets you add all the groups in the list; in a similar way to remove a group will simply select it in the list "visible from" and click on the button ; allows you to remove them all. [...]
New — 1,8%
New
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By placing the insertion point above the "New" entry will appear the following list: Click the type of activity [...]
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 [...]
New appointment
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Clicking on "New appointment" opens the following window: By filling in the various fields you can create a new appointment that will subsequently be viewable in the calendar. First insert the / and date / and of the 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 [...]
New lead
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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: [...]
Messages in Expo
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To receive a new message box will appear: Please click on "OK" to continue. You can see all messages in the section
( Messages ); you can view the latest messages received in the following table: Unread messages are marked with the icon , those read by 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, [...]
New e-mail
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By clicking on "New mail" you can create a new letter which will then be sent to a distribution list. Populate the fields above the text editor, bearing in mind that in the way: You can create a category by choosing the heading "other..." and typing the name of the category to the rescue of the mail will be added to those existing; to attach a document (already exists in ( Documents )) click activity: enter a key search, select a category, and then click [...]
[...] search ). Allows to add or remove items from the screen and change template. Allows to create new activities
( New activities ), appointments ( New appointment ) or events ( New event ). Calendar. Select a week to view the agenda ( Agenda ). Allows to quickly insert a company directly from the homepage. Allows a fast search between different types of tab. Useful to perform calculations without wasting any time. Allows quick access to the latest tabs displayed. [...]
New contact
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By clicking on "New contact" or an existing tab button you can insert or modify a contact card:
Fill in the various fields in a more timely manner bearing in mind that: You can associate the contact to a business card already inserted by clicking : the search window will appear to select the desired tab by clicking on the name of the company - type in a search and click key, or click ( Advanced search ), or click to quickly insert a new card (function [...]
New file
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By clicking on "New file" you can upload a file to Tustena and associate it with activity, opportunity, or tab to choice. To change or revise a file proceed in a similar fashion. To upload a file follow the steps:
type the address of the file to upload, or select it directly after you have clicked "Browse..."; Select a category by clicking on ; attention! You cannot upload file without an administrator has previously created at least a category in the section under the "Categories" entry [...]
New visit
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By clicking on "New visit" or by selecting an existing visit you can create or modify a task type visit: Fill in the various fields [...]
[...] least an event for that day; by positioning the pointer over the icon of a given day you can create a new [...]
[...] business cards. The screen can be divided into 2 parts, the sidebar and the list. Allows to create a new business card ( New company ). Allows to perform an advanced [...]
Import data
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Using the "Import data" submenu you can insert new cards from lists created with other programs (eg.) (Outlook, Excel, etc...); for a proper import data must be in format .csv (comma Separated Value or Tab Delimited). export data, as outgoing file type by selecting one of the supported formats (follow the directions in the links on the page above for instructions "step by step") Click on "Browse" and select the file in question Select what type of data you're importing, or new cards will [...]
New action
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In this section, you can restore or make directly relating to the ticket actions. Type object description of the action carried out, the type of activity, and what action, if any, later, by selecting the operator will be assigned (click and to search for the desired user). Where the action is the sending of an e-mail can be sent directly from this tab: Select "Send email"; type the address to send it in the box "E-mail"; to attach any file click :, opens the following box: Select the clicking folder, type [...]
New ticket
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By clicking on "New ticket" you can insert a ticket: Fill in the various fields in a more timely manner bearing in mind that: You can make sure that the object of the ticket can be selected from a list set in the section "Default titles"; to select ticket click applicant: type a search, click key and select the entry you want; or click ( Advanced search ) to carry out a more detailed search [...]
New product
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By clicking on "New [...]
New event
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Clicking on "New event" opens the following window: By filling [...]
[...] 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 to log on to a [...]
New company
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By clicking on "New company" or the button to an existing tab you can enter or edit a business card: 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 ; You can paste data from another page (e.g. yellow pages) rapidly clicking and pasting data; clicking you can insert additional telephone data formatted according to the country of the [...]
[...] 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 way to the creation of a new product tab. To delete an article click [...]
New ticket outside
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By clicking on "New [...]