Difference between revisions of "Canvasser List"
From TrueERP wiki
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| − | <menu name=myMenu align=center> | + | <menu name="myMenu" align="center"> |
More Detail= | More Detail= | ||
[[Canvasser]] | [[Canvasser]] | ||
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[[Source List]] | [[Source List]] | ||
[[Sales Pipeline]] | [[Sales Pipeline]] | ||
| − | </menu> | + | </menu> |
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== Overview == | == 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> | + | '''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]] | *[[Filtering Lists]] | ||
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'''How To View the Canvasser List''' | '''How To View the Canvasser List''' | ||
| − | *Select the CRM tab | + | *Select the '''CRM''' tab |
| − | *Select the Canvasser List button | + | *Select the '''Canvasser List''' button |
| − | + | ||
| − | *Search for specific data (refer to Global Features) | + | As per other ERP Lists, the Canvasser List allows the user to: |
| − | *Filter by selected criteria (refer to Global Features) | + | |
| − | *Select a Date Range or Custom Range to display in the list refer to (Global Features) | + | *Search for specific data (refer to [[Global Features]]) |
| − | *Customise the List view (Global Features) | + | *Filter by selected criteria (refer to [[Global Features]]) |
| − | *Export the displayed List (Global Features) | + | *Select a Date Range or Custom Range to display in the list refer to ([[Global Features]]) |
| − | *Print the displayed List (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. | *Select the relevant radio button to display the Canvasser List required, i.e. | ||
*Active Canvasser Only | *Active Canvasser Only | ||
*Inactive Canvasser Only | *Inactive Canvasser Only | ||
| − | *All | + | *All Canvassers |
| − | *Double-click on any entry to load the Canvasser card to view Canvasser details, e.g. History. | + | *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. | |
| − | 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.
