CRM Software Support Center
DOCUMENTS

Accounts
What is an Account?
Accounts Tab Page
Viewing Accounts
Custom Account Views
Manage Accounts
Managing Accounts
Creating a New Account
Saving Accounts
Edit an Account
Delete an Account
Print an Account
Account Tools
Import Accounts
Account Web Capture Tool
Account Reports
Adding a Contact
Adding an Opportunity
Adding Multiple Addresses
Adding a Note
Adding a Task

Ajax and COMET Tools
Ajax Contacts Rolodex

Campaigns
What is a Campaign?
Campaigns Tab Page
Viewing Campaigns
Custom Campaign Views
Featured Campaigns
Managing Campaigns
Creating a Campaign
Saving a Campaign
Edit a Campaign
Delete a Campaign
Print a Campaign
Adding a Lead
Adding an Opportunity
Adding an Account
Adding a Contact
Adding a Web Capture Tool

Cases
What is a Case?
Cases Tab Page
Viewing Cases
Custom Case Views
Featured Cases
Manage Cases
Managing Cases
Creating a New Case
Saving a Case
Sending Notification
Edit a Case
Delete a Case
Print a Case
Linking to a Contact
Case Reports
Case Tools
Web Capture Tool
Adding a Note
Adding a Task

Contacts
What is a Contact?
Contacts Tab Page
Viewing Contacts
Custom Contact Views
Manage Contacts
Managing Contacts
Creating a New Contact
Edit a Contact
Delete a Contact
Clone a Contact
Contact Tools
Web Capture Tool
Contact Reports
Adding a Note to a Contact
Adding a Task to a Contact
Adding a Photo to a Contact

Control Panel
Personal Information
Edit Personal Information
Change My Password
Customize My Tabs
Customize Tabs
Customize Buttons
Customize Sidebar
Importing
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

CRM Administration
Overview
Add Company Message
Custom Tabs and Fields
Customize Selection Lists
Rename My Tabs

Custom Page Layout
Overview
Campaigns Layout
Leads Layout
Accounts Layout
Contacts Layout
Opportunity Layout
Contracts Layout

Data Management
Overview
Custom Templates
Signature
External E-mail Settings
Mass E-mail History
Outlook Integration
Importing
Flagged Errors

Documents
What is a Document?
Documents Tab Page
Viewing Documents
Custom Document Views
Retrieving Saved Documents
Document Hierarchy
Featured Documents
Managing Folders
Creating Folders
Editing Folders
Deleting Folders
Managing Documents
Adding Documents
Sending Notification
Editing Documents
Replacing Documents
Deleting Documents
Moving Documents
Manage Documents

Email
Custom Templates
Signature
External Email
Mass Email History
Detailed Mass Email Reports
Mass Email Attachments
MS Outlook Integration
Email to Case
Email to Lead
Viewing Messages
Viewing Folders
Creating a Folder
Composing a Message
Adding Attachments

Events
What is an Event?
Viewing Events
Creating Events
Creating a New Event
Inviting Others
Sending Notification
Editing & Deleting Events

Forecasts
What is a Forecast?
Forecasts Tab Page
Viewing Forecasts
Custom Forecast Views
Featured Forecasts
Forecast Data Fields
Opportunity Data Fields
Creating a New Forecast
Edit a Forecast
Delete a Forecast
Print a Forecast
Forecast Reports

Human Resource Management
Employee Management
Employees tab
Viewing an Employee Record
Employee Policy Violation Reports

Importing Data
Supported Data Types
Importing Your Data

Instant Messages
Personal User Data
Sending Messages
Message Archive
Message Archive Search
Message Key Users

Leads
What is a Lead?
Leads Tab Page
Viewing Leads
Custom Lead Views
Manage Leads
Managing Leads
Creating a New Lead
Sending Notification
Edit a Lead
Clone a Lead
Delete a Lead
Converting a Lead
Generating Lead Reports
Lead Tools
Import Leads
Lead Web Capture Tool
Adding Document to a Lead
Adding Photo to a Lead
Adding a Note to a Lead
Adding a Task to a Lead

Logging In and Out

Microsoft Outlook Integration

Notes
What is a Note?
Viewing Notes
Creating Notes
Editing and Deleting Notes

Opportunities
What is an Opportunity?
Opportunities Tab Page
Viewing Opportunities
Custom Opportunity Views
Manage Opportunities
Managing Opportunities
Creating a New Opportunity
Saving an Opportunity
Edit an Opportunity
Delete an Opportunity
Opportunity Reports
Linking to an Account
Adding a Note
Adding a Task

Organization Mapping with Accounts Parent Account Field

Profiles
Creating and Editing Profiles
Managing Profiles Profile drop-down in User
Add/Edit screens
Disabling a Tab in the Related Records Section
Setting User Login Hours Restrictions (Rules)
Assigning Login Rules to Profiles
Standard Profiles

Public Knowledge Base
Overview
Adding solutions

Reports
Generating Reports
Creating Custom Reports
Editing Custom Reports
Deleting Custom Reports
Filtering Reports & Views
Sorting Reports & Views

Sales Commission Programs
Enabling Commissions Porgram
Sales Commission

Sales Contracts
Contracts tab
Contract Mangement

Skype Integration

Spell Checker

Stay-in-Touch Mass Email
Exporting data
Mail merge

Tab Page Views
Creating Custom Views
Editing Custom Views
Deleting Custom Views

Tasks
What is a Task?
Viewing Tasks
Creating Tasks
Linking Tasks
Editing and Deleting Tasks
Task History

The Sidebar
Adjusting the Sidebar
Sidebar Panel Tools
Search
Advanced Search
My Favorites
Item History
Messenger
Calculator
Company Messages
Date & Time
Calendar

Trash Can
Restoring Deleted Items

Violation of Corporate Policies
Violations tab
Reports on Violations
Quick create for Violations
Importing/Custom Views for Violations
Viewing a Policy
Policy Violation Report

Web based Project Management
What is Web based Project Management ?
Viewing Projects
Viewing Project Tasks
Viewing Project Resources
Viewing Project Expenditures
Featured Projects
Managing Projects
Creating a Project
Saving a Project
Editing a Project
Deleting a Project
Project Tasks
Creating Project Tasks
Adding Project Tasks
Removing Project Tasks
Project Resources
Creating Project Resources
Adding Project Resources
Removing Project Tasks
Project Expenditures
Creating Expenditures
Removing Expenditures
Tracking Project Progress


Web Capture Tool
Creating a Capture Tool
Generating HTML
Editing a Capture Tool
Deleting a Capture Tool
Web Capture Fields

Workflow
Overview
Big Deal Alert
At-Risk Deal Alert
Business Support Hours
Workflow Rules
Workflow Tasks
Workflow Alerts
Adding Conditions

Working with Mass Data

ZIP Code Proxomoty Search

What is a Document?
A document is a file that contains textual or graphical information. This could be a plain text file or a file created using a word processor.



Documents Tab Page The Documents tab page is divided into three sections: Featured Documents, Manage Folders and Manage Documents. Use options from the Show drop down box to list your documents using predefined search patterns.



Viewing Documents From the Featured Documents section, choose one of the options from the Show drop down box. A summary of all documents matching your selection will be displayed in a few seconds. To view a listed document in detail, click the View link.

You can also view your documents by searching the contents of your folders. All of your folders are listed in the My Folders drop down box located in the Manage Folders section.
  • Select a folder to view from the My Folders drop down.
  • Click the View Folder button to view the contents of the selected folder.
  • Click on any of the listed documents to view details about that document.


Custom Document Views See: Creating Custom Views


Retrieving Saved Documents You can download or open documents you have saved to your salesboom.com account. When the documents are displayed on the Documents tab page or in a search or generated report, click the View link. This will display the document details. You can also use the hierarchy view to select documents. You can then download or save the document.
  • Click the View / Save [ ] button. A File Download dialog box will appear.
  • Click the Open button to read the file now. Click the Save button to download the file to your local computer.


Document Hierarchy View The hierarchy view allows you to view your entire folder structure and all of the documents contained therein.
  • To view your folder and document hierarchy, click the All Available Folders & Documents link located in the upper right corner of the Documents tab home page or you can click the View All Folders & Documents link located in the Document Tools section. This takes you to the Folder & Document Hierarchy page.
  • Use the open all and close all links to expand and collapse all listed folders.
  • Use the icons to expand and collapse one folder at a time.
  • Click a listed document to view details about the document.
  • Click a listed folder to view details about the folder.


Featured Documents The Featured Documents section displays a summary of documents. The documents that are listed depend upon the viewing option chosen from the Show drop down box. Choose a different option form the Show drop down box to display documents that match different criteria. You can also select a letter from the alphabet list located at the top and bottom of the summary. This will display a summary of documents beginning with the selected letter. In either case, to view a listed document in detail, click the View link.

See Also: Sorting Reports and Views


Managing Document Folders Through Manage Folders you can create a directory structure to help organize your documents. The default root folder is My Documents and is usually represented by a forward slash, "/".



Creating Folders
  • Select a folder from the My Folders drop down box. This will be the parent folder.
  • Click the Add Subfolder button located to the right of the My Folders drop down box. This takes you to the New Document Folder page.
  • Enter a name for the folder in the Folder Name text field. You have already chosen a Parent Folder but you can change it now if you wish.
  • Click the Save button to create the folder. Click Cancel to abort.
  • The new folder will now be listed in the My Folders drop down box located on the documents tab home page.


Editing and Deleting Folders Select the folder you want to delete from the My Folders drop down box. Click the View Folder button to view the folder details. Also, you can use the hierarchy view to select the folder you want to delete. Both of these methods will take you to the Document Folder page.

Edit
  • Click the Edit button. This takes you to the Edit Document Folder page.
  • Make any changes to the folder.
  • Click Save to save your changes. Click Cancel if you do not want to apply any changes.
Delete
  • Click the Delete button. You will be prompted to verify that you want to delete the folder.
  • Click OK to delete the folder. Click Cancel if you do not want to delete the folder.


Managing Documents


Adding Documents
  • Choose a folder from the My Folders drop down box located in the Manage Folders section. This is the folder that the document will be added to.
  • Click the Add Document button located to the right of the My Folders drop down box. This will take you to the New Document page.
  • Fill in your information in the Document Information and Document Selection sections of the form. The document you add can either be uploaded from your local computer, which you can Browse to, or downloaded from a network or web location, for which you must type in the network path or URL.
  • Click the Save button to save the specified file.


Sending Notification When uploading or replacing a document, you can send notification to any number of users within your organization. Perhaps you want to notify your manager or a colleague when you have uploaded a newer version of a document. Upon receiving notification, the user can then view the document by searching your document folders, assuming they have permission to do so. Follow these steps to send notification:
  • In the Sending Notification To section, use the buttons to add or remove users from the Notified Users list.
  • Type your notification message in the Notification Message text box.
  • Click the Send button to send notification to the selected users.


Editing, Replacing and Deleting Documents When documents are displayed on the Documents tab page or as the result of a search or generated report, click the View link to view the document in detail. You can also use the hierarchy view to select documents. You can then Edit, Replace or Delete the document.

Edit: Click the Edit Properties button to change the details for the document. You can change the document's name, the folder in which it is located, the description and the search keywords. Click the Save button to save your changes.

Replace: Click the Replace Document button. This will take you to the Replace Document page. Specify the replacement document in the Document Replacement section. The document can either be uploaded from your local computer, which you can Browse to, or downloaded from a network or web location, for which you must type in the network path or URL. Click the Save button to replace the document with the one you have specified. Click Cancel to abort.

Delete: Click the Delete button. You will be prompted to verify that you want to delete the document. Click OK to delete the document. Click Cancel to cancel the deletion.


Moving a Document to another Folder Click the All Available Folders and Documents link located in the top right section of the Documents tab page. This will display the Folder and Document Hierarchy for the entire organization.
  • Select the document you want to move by browsing the folder and document hierarchy. Documents and folders owned by you will be listed under your salesboom.com username.
  • Click the Edit Properties button. This takes you to the Edit Document page.
  • Click the list [ ] icon located to the right of the Folder text field. A window will pop up displaying a folder hierarchy.
  • To locate the folder you want to move the document to, use the icons to expand and contract the directory tree.
  • Once you have found the folder you were searching for, select it. The directory hierarchy window will disappear and the folder you chose will appear in the Folder text field.
  • Click the Save button to move the document to the specified folder.

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