Simon Clive at 01:28, 19 December 2011

2011-12-19T01:28:09Z

Simon Clive: Created page with "Source Tracking Do you know how to create a new Source and assign an Expense Account and Est Cost? Select the CRM tab Select the Source button Enter Source Description Select ..."

2011-06-28T02:52:15Z

Created page with "Source Tracking Do you know how to create a new Source and assign an Expense Account and Est Cost? Select the CRM tab Select the Source button Enter Source Description Select ..."

New page

Source Tracking

Do you know how to create a new Source and assign an Expense Account and Est Cost?

Select the CRM tab
Select the Source button
Enter Source Description
Select an Expense Account - if required for reference purposes only
Enter the Estimated Cost(ex) of the Source, e.g. Newspaper Advertising est cost $3,000
Select the Created date
Do NOT select the Inactive date unless you are deactivating the source
Select Save OR
Select New to create another new Source (NB: The current Source will be saved is NEW is selected)
Select Cancel to close and NOT save
The Active tick box will automatically be flagged

Do you know how enable Source tracking in the Utilities Preferences area?

Select the Utilities tab
Select the Preferences button
Select the Sales tab
In the General section select the tick box if you wish to "Disable Customer Source Tracking"
In the General section do NOT select the tick box "Disable Customer Source Tracking" if you wish to
force the entry of a Source when a new Customer is created

@@ Line 1: / Line 1: @@
-Source Tracking
+'''Source Tracking'''
-Do you know how to create a new Source and assign an Expense Account and Est Cost?
+Do you know how to create a new '''Source''' and assign an '''Expense Account''' and '''Est Cost?'''
-Select the CRM tab
+*From the Main Menu select the '''CRM''' Module and then the '''Source''' button
-Select the Source button
+*Enter a '''Source Description''' and then&nbsp;if required select an '''Expense Account''' for reference purposes only.
-Enter Source Description
+*Enter the '''Estimated Cost(ex)''' of the Source '''E.g. Newspaper Advertising''' est cost $3,000
-Select an Expense Account - if required for reference purposes only
+*Select the '''Created''' date
-Enter the Estimated Cost(ex) of the Source, e.g. Newspaper Advertising est cost $3,000
+*'''DO NOT''' select the '''Inactive''' date unless you are deactivating the source
-Select the Created date
+*Select '''Save''' OR Select'''New''' to create another new '''Source''' (The current Source will be saved as '''New''' is selected)
-Do NOT select the Inactive date unless you are deactivating the source
+*Select '''Cancel''' to close and '''NOT''' save
-Select Save OR
+*The '''Active''' tick box will automatically be flagged
-Select New to create another new Source (NB: The current Source will be saved is NEW is selected)
 Select Cancel to close and NOT save
 The Active tick box will automatically be flagged
-Do you know how enable Source tracking in the Utilities Preferences area?
+Do you know how enable '''Source Tracking''' in the '''Preferences''' area?
-Select the Utilities tab
+*Select the '''Utilities''' module and then the '''Preferences''' button.
-Select the Preferences button
+*Select the '''Sales''' tab and in the '''General''' section make sure '''Disable Customer Source Tracking''' is '''Un-Ticked'''
 Select the Sales tab
-In the General section select the tick box if you wish to "Disable Customer Source Tracking"
-In the General section do NOT select the tick box "Disable Customer Source Tracking" if you wish to
-	force the entry of a Source when a new Customer is created

1 Source Tracking - Revision history

Simon Clive at 01:28, 19 December 2011

Simon Clive: Created page with "Source Tracking Do you know how to create a new Source and assign an Expense Account and Est Cost? Select the CRM tab Select the Source button Enter Source Description Select ..."