Source List - Revision history

Cyle van Niekerk at 13:20, 22 January 2014

2014-01-22T13:20:31Z

Simon Clive at 03:25, 23 June 2011

2011-06-23T03:25:04Z

Simon Clive at 03:21, 23 June 2011

2011-06-23T03:21:37Z

Eliza at 04:53, 9 March 2011

2011-03-09T04:53:54Z

Eliza at 22:24, 28 February 2011

2011-02-28T22:24:17Z

Eliza at 22:16, 28 February 2011

2011-02-28T22:16:24Z

Admin at 04:38, 18 January 2011

2011-01-18T04:38:47Z

Admin: Created page with " Related Items= Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List..."

2011-01-12T05:57:22Z

Created page with "<menu name=myMenu align=center> Related Items= Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List..."

New page

<menu name=myMenu align=center>
Related Items=
[[Canvasser]]
[[Canvasser List]]
[[Company Types]]
[[CRM Reports]]
[[Feedback Report]]
[[Loyalty Program]]
[[Loyalty Program List]]
[[Mail Merge]]
[[Mail Merge History]]
[[Marketing Ratios Report]]
[[Prospect]]
[[Prospect List]]
[[Reward Points]]
[[Reward Points Due To Expire]]
[[Sales Ratios Report]]
[[Source]]
[[Source List]]
[[Sales Pipeline]]
</menu>

@@ Line 1: / Line 1: @@
-<menu name=myMenu align=center>
+<menu name="myMenu" align="center">
 More Detail=
 [[Canvasser]]
@@ Line 19: / Line 19: @@
 [[Source List]]
 [[Sales Pipeline]]
 </menu>
 == Overview  ==
@@ Line 36: / Line 37: @@
 *Select the '''CRM''' tab Select the Source List button
-<br>
 As per other ERP Lists, the Source List allows the user to:
 *Search for specific data (refer to [[Global Features]])
@@ Line 53: / Line 52: @@
 *Print the displayed List ([[Global Features]])
+<br>
 *Select the relevant radio button to display the required list, i.e:

@@ Line 32: / Line 32: @@
 *[[Export Data]]
+<br> '''How To View the Source List'''
 '''How To View the Source List'''
 *Select the '''CRM''' tab Select the Source List button
+<br>
 As per other ERP Lists, the Source List allows the user to:
 *Search for specific data (refer to [[Global Features]])
@@ Line 50: / Line 51: @@
 *Export the displayed List ([[Global Features]])
 *Print the displayed List ([[Global Features]])
-*Select the relevant radio button to display the required list, i.e:
 *Double-click to drill into any entry to load the Source Type data entry screen.
-*Select the 'NEW' button to add a new Source.
+*Select the ''''New'''' button to add a new Source.
-*The 'Source Type' data entry screen will load.
+*The ''''Source Type'''' data entry screen will load.
 *Enter the Source Description, e.g. Daily Telegraph
-*Select an 'Expense' account, e.g. Advertising Enter the 'Estimated Cost (Ex)', e.g. $3,000.00
+*Select an ''''Expense'''' account, e.g. Advertising Enter the 'Estimated Cost (Ex)', e.g. $3,000.00
-*Select the 'Created Date' and the date the Source is to be made 'Inactive'.
+*Select the ''''Created Date'''' and the date the Source is to be made ''''Inactive''''.
-*Select 'SAVE' or 'NEW'. Selecting 'NEW' will automatically save this entry.
+*Select ''''Save'''' or ''''New''''. Selecting ''''New'''' will automatically save this entry.

@@ Line 22: / Line 22: @@
 == Overview  ==
-The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pages, also sources such as Referrals. You can also monitor the number of enquiries, appointments and sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign.
+'''The Source List''' allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pages, also sources such as Referrals. You can also monitor the number of enquiries, appointments and sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign.
 Ways Lists in ERP can be Manipulated:&nbsp;
-*[[Filtering Lists]] <br>*[[Searching f5 f6 f7]] <br>*[[Customising Lists]] <br>*[[Report Printing Options]] <br>*[[Export Data]]
+*[[Filtering Lists]]
 '''How To View the Source List'''
-*Select the CRM tab Select the Source List button
+*Select the '''CRM''' tab Select the Source List button
-<br>
+As per other ERP Lists, the Source List allows the user to:
-−
-*Search for specific data (refer to [[Global Features]])
 *Filter by selected criteria (refer to [[Global Features]])
@@ Line 48: / Line 50: @@
 *Export the displayed List ([[Global Features]])
 *Print the displayed List ([[Global Features]])
-−
-<br>
-−
 *Select the relevant radio button to display the required list, i.e:

@@ Line 38: / Line 38: @@
 <br>
-*Search for specific data (refer to Global Features)
+*Search for specific data (refer to [[Global Features]])
-*Filter by selected criteria (refer to Global Features)
+*Filter by selected criteria (refer to [[Global Features]])
-*Select a Date Range or Custom Range to display in the list refer to (Global Features)
+*Select a Date Range or Custom Range to display in the list refer to ([[Global Features]])
-*Customise the List view (Global Features)
+*Customise the List view ([[Global Features]])
-*Export the displayed List (Global Features)
+*Export the displayed List ([[Global Features]])
-*Print the displayed List (Global Features)
+*Print the displayed List ([[Global Features]])
 <br>

@@ Line 20: / Line 20: @@
 [[Sales Pipeline]]
 </menu>
-== Overview ==
+== Overview  ==
-The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like
+The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like Yellow Pages, also sources such as Referrals. You can also monitor the number of enquiries, appointments and sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign.
 Yellow Pages, also sources such as Referrals. You can also monitor the number of enquiries, appointments and
-sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign.
-−
-Lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>.
-How To View the Source List
+Ways Lists in ERP can be Manipulated:&nbsp;
-Select the CRM tab
+*[[Filtering Lists]] <br>*[[Searching f5 f6 f7]] <br>*[[Customising Lists]] <br>*[[Report Printing Options]] <br>*[[Export Data]]
-Select the Source List button
-As per other ERP Lists, the Source List allows the user to:
+'''How To View the Source List'''
-Search for specific data (refer to Global Features)
+*Select the CRM tab Select the Source List button
-Filter by selected criteria (refer to Global Features)
-Select a Date Range or Custom Range to display in the list refer to (Global Features)
-Customise the List view (Global Features)
-Export the displayed List (Global Features)
-Print the displayed List (Global Features)
-Select the relevant radio button to display the required list, i.e:
+<br>
-Active Sources Only;
+*As per other ERP Lists, the Source List allows the user to:
-Inactive Sources Only;
-All Sources;
-Double-click to drill into any entry to load the Source Type data entry screen.
+<br>
-Select the 'NEW' button to add a new Source.
+*Search for specific data (refer to Global Features)
 The 'Source Type' data entry screen will load.
-Enter the Source Description, e.g. Daily Telegraph
+*Filter by selected criteria (refer to Global Features)
 Select an 'Expense' account, e.g. Advertising
-Enter the 'Estimated Cost (Ex)', e.g. $3,000.00
+*Select a Date Range or Custom Range to display in the list refer to (Global Features)
 Select the 'Created Date' and the date the Source is to be made 'Inactive'.
-Select 'SAVE' or 'NEW'. Selecting 'NEW' will automatically save this entry.
+*Customise the List view (Global Features)

← Older revision		Revision as of 22:16, 28 February 2011
Line 21:		Line 21:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	The Source List allows you to enquire on and list sources of customer contact such as advertising campaigns like
		+	Yellow Pages, also sources such as Referrals. You can also monitor the number of enquiries, appointments and
		+	sales resulting from each Source. Each source has a creation and expiry date to define the duration of a campaign.
		+
		+	Lists in ERP can be Filtered<LinkId=251>, Searched<LinkId=252>, Customised<LinkId=249>, Printed<LinkId=253> and Exported<LinkId=254>.
		+
		+	How To View the Source List
		+
		+	Select the CRM tab
		+	Select the Source List button
		+
		+	As per other ERP Lists, the Source List allows the user to:
		+
		+	Search for specific data (refer to Global Features)
		+	Filter by selected criteria (refer to Global Features)
		+	Select a Date Range or Custom Range to display in the list refer to (Global Features)
		+	Customise the List view (Global Features)
		+	Export the displayed List (Global Features)
		+	Print the displayed List (Global Features)
		+
		+	Select the relevant radio button to display the required list, i.e:
		+
		+	Active Sources Only;
		+	Inactive Sources Only;
		+	All Sources;
		+
		+	Double-click to drill into any entry to load the Source Type data entry screen.
		+
		+	Select the 'NEW' button to add a new Source.
		+	The 'Source Type' data entry screen will load.
		+	Enter the Source Description, e.g. Daily Telegraph
		+	Select an 'Expense' account, e.g. Advertising
		+	Enter the 'Estimated Cost (Ex)', e.g. $3,000.00
		+	Select the 'Created Date' and the date the Source is to be made 'Inactive'.
		+	Select 'SAVE' or 'NEW'. Selecting 'NEW' will automatically save this entry.