Difference between revisions of "Canvasser List"
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| + | == Overview == | ||
| + | |||
| + | '''The Canvasser List''' displays the list of all employees that have been allocated as a Canvasser for Marketing purposes. The Canvasser List allows you to enquire on and list employees who have been added to the Canvasser file. Ways Lists in ERP can be Manipulated: <br> | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To View the Canvasser List''' | ||
| + | |||
| + | *Select the '''CRM''' tab | ||
| + | *Select the '''Canvasser List''' button | ||
| + | |||
| + | As per other ERP Lists, the Canvasser 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 Canvasser List required, i.e. | ||
| + | *Active Canvasser Only | ||
| + | *Inactive Canvasser Only | ||
| + | *All Canvassers | ||
| + | *Double-click on any entry to load the Canvasser card to view Canvasser details, e.g. History. | ||
| + | *Select the 'NEW' button to add a new Canvasser directly from the Canvasser List. | ||
Latest revision as of 00:19, 23 January 2014
Overview
The Canvasser List displays the list of all employees that have been allocated as a Canvasser for Marketing purposes. The Canvasser List allows you to enquire on and list employees who have been added to the Canvasser file. Ways Lists in ERP can be Manipulated:
How To View the Canvasser List
- Select the CRM tab
- Select the Canvasser List button
As per other ERP Lists, the Canvasser 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 Canvasser List required, i.e.
- Active Canvasser Only
- Inactive Canvasser Only
- All Canvassers
- Double-click on any entry to load the Canvasser card to view Canvasser details, e.g. History.
- Select the 'NEW' button to add a new Canvasser directly from the Canvasser List.
