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office:customer_relations_management:crm_lists [2009/03/05 05:49] markphsd |
office:customer_relations_management:crm_lists [2018/12/23 12:11] |
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| - | Contact Management Lists | ||
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| - | Office - CRM - Contacts or Office - CRM - Dispatching | ||
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| - | This feature allows managers to customize on screen reports, that are used to view contacts or dispatchers. | ||
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| - | The three columns will be explained in detail: | ||
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| - | ^Customized Lists:|| | ||
| - | |List Name:|This is the name of the list that will show on the toolbar.| | ||
| - | |Security:| This is the level of security required to view this list.| | ||
| - | |Type:|This is where the list will be used and what field list will be displayed based on this selection. Only one field list can be used per customized list.| | ||
| - | |List Filter:|A statement that will restrict what information is displayed for non searched results. When a search statement is made on this list all results will show of the search statement.| | ||
| - | |Order By:|The column(s) that will sort the list by. The list can be later sorted by selected the column header of the on screen report.| | ||
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| - | |Adding:| Lists can be added by typing a new list in the last row of the Customized List Column. | ||
| - | |Editing:| Select the list to edit, and then change the ListName, or Security. Once you set the Type of Event, you should not change it, as it will cause and error.| | ||
| - | |Deleting:|Select the grey bar next to the List Name, press the delete button on the keyboard.| | ||
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| - | Field Selection: | ||
| - | Double click a field to add it to the currently selected list. | ||
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| - | ^Customized List Fields:|The list of fields are the columns that will display on the on screen report.| | ||
| - | |Name:|The field name selected, do not change this.| | ||
| - | |Width:|The width this field will display on the custom list.| | ||
| - | |Order:|The sort order of the field on the list.| | ||
| - | |Visible:|Display the field, or don't. This is usually only used for the index field. | | ||
| - | |Note Field:|Will display the data from this column as a note in text not in the column.| | ||
| - | |Field Format:|Will format the displayed information, Currency, Short Time, HH:MM, Phone| | ||
| - | |List Index:|For the current list types choose OrderID for Events, ClientID for Contacts. This is the data column that will activate a function on the on screen report| | ||
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