Difference between revisions of "Canvasser List"
From TrueERP wiki
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[[Sales Pipeline]] | [[Sales Pipeline]] | ||
</menu> | </menu> | ||
| − | == 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> | ||
| + | |||
| + | *[[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 Canvasser | ||
| + | *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. | ||
Revision as of 17:04, 28 February 2011
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 Canvasser
- 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.
