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office:customer_relations_management:crm_lists [2009/03/05 05:48] markphsd created |
office:customer_relations_management:crm_lists [2018/12/23 12:11] (current) |
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| - | Contact Management Lists | + | ====== Contact Management Lists ====== |
| + | Office ToolBar - CRM - Contacts | ||
| - | Office - CRM - Contacts or Office - CRM - Dispatching | + | Learn how to create your own lists: |
| - | This feature allows managers to customize on screen reports, that are used to view contacts or dispatchers. | + | [[Manage CRM Lists]] |
| - | The three columns will be explained in detail: | + | ===== What are Customer Lists? ===== |
| - | ^Customized Lists:| | + | The CRM list is a powerful customizable list view of fields chosen by a manager or sales rep. The "Contacts Tree" on the left that displays the results:, All Contacts, All Patients, Doctors, Temp are all user defined tree nodes. The List that displays shows user defined fields from a field list selection. The results are user defined. This allows a excellent user defined, interactive report for a common group of sales reps or users looking for common information, such as doctors, customers in a city or zip code, or customer accounts that are billable. Review the "Manage lists" Section on how to setup these 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.| | + | |
| - | |Adding:| Lists can be added by typing a new list in the last row of the Customized List Column. | + | The navigation arrows allow movement to the next group of records. The default number of records to return is 300. To return more records, enter a value in the textbox. |
| - | |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.| | + | Searches from this form wield yeild results from the criteria specified in the list manager. Searches will be performed based on fields listed, there may be hidden fields as well that will be searched on. |
| - | |Deleting:|Select the grey bar next to the List Name, press the delete button on the keyboard.| | + | |
| - | Field Selection: | + | ===== The ToolBar: ===== |
| - | Double click a field to add it to the currently selected list. | + | |
| - | + | ||
| - | ^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| | + | |
| + | Calendar: displays the events assigned to specific dates in a calendar view. | ||
| + | Email Groups: displays the email groups form for mass emailing. | ||
| + | New Event: adds a new event with no contact, order, or representative assigned. | ||
| + | New Contact: adds a new blank contact. | ||
| + | Search field: searches all fields of contacts database. | ||
| + | Import Contacts: Imports contacts from Outlook 2000 and 2003 from the local outlook installation. | ||
| + | {{:office:customer_relations_management:contactstoolbar.jpg|}} | ||
| + | {{:office:customer_relations_management:contactslist.jpg|}} | ||
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