CRM Software Support Center

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

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

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

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
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

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

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

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

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

Custom Templates
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

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

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

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

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

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

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
Adding solutions

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

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

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

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

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 allows you to generate reports for most item types such as accounts, contacts, opportunities etc. The Generate Reports section of each tab page contains a number of reports you can run. These reports have predefined search criteria. All you have to do is click a link to run the report. Other reports are available on the Reports tab. Click the All Reports link in the Generate Reports section of an item's home tab page or click the Reports tab at the top of the page.

Generating Reports The Reports tab page contains a variety of standard reports for leads, accounts, contacts, opportunities and cases. Also available are administrative reports and reports that use charts. To generate a report simply click on a report link. Each report link is followed by a brief description of the report.

Creating Custom Reports
Custom reports allow you to view only the information that is important to you. You can create reports for leads, accounts, contacts, opportunities, forecasts, cases, solutions and documents. A step-by-step wizard guides you through the process. Click Cancel at any time to exit the wizard. Click Save As at any time to save the report using criteria you have entered to that point. Click Run Report at any time to run the report using criteria you have entered to that point.
  • Click the Reports tab located toward the top of the page. This will take you to the Reports tab page.
  • Click the Add Custom Report button located to the right of the Customized Reports section. This will begin the custom report wizard.
  • Select the type of data to generate the report for and click Continue.

    Step 1: Select the report format, Summary or Tabular. Tabular reports display an ordered list of records matching your specifications. Summary reports allow you to group the report results. See Step 4 for more information. Once you have selected the report format, click Continue.

    Step 2: Select the data fields you want displayed in the report. Use the Select All and Deselect All links, located in the upper right corner of each data field section, to select and deselect all options. Click Continue when ready.

    Step 3: Select summary information, if any, and click Continue.
    • Row Count: Gives total number of duplicate rows or records.
    • Annual Revenue: You can choose to display the accumulative, average, largest or smallest value found in the Annual Revenue field.
    • No. of Employees: You can choose to display the accumulative, average, largest or smallest value found in the No. of Employees field.
    Step 4:
    • Tabular Step 4: Select a column(s) to sort the report by. Then choose to either sort in ascending (a-z, 1-10 etc.) or descending (z-a, 10-1 etc.) alphabetical order. Click Continue when ready. The report will be sorted according to the first column you specify. If identical entries in that column are found they will be sorted by the second column you chose and so on until the last specified sorting column is reached. The report can be sorted by up to four columns.

    • Summary Step 4: Using the provided drop down boxes, specify how you would like to group the report data. You can group the data by up to three columns. Suppose, for example, you choose to group by two columns, Lead Owner and then Industry. Records with identical lead owners will be grouped together first. Then, within each lead owner group, records with identical industries will be grouped together. You can select to sort the groupings by ascending or descending alphabetical order. Leave the drop down boxes as --None-- if you do not want to group your report.
    Step 5: Select any filters you want to apply to the report, if any. This is the last step of the wizard. Your custom report will be executed when you click Continue.
    See Also:
    Filtering Custom Reports and Views

  • The results of your custom report are now displayed. Click the Save As button if you want to save your custom report. This will take you to the Custom Report Save page.
  • Enter a name for the report in the Report Name field. Add a Report Description as well if you wish. Click the Save button to save your custom report.

Editing and Deleting Custom Reports
  • Click the Reports tab located toward the top of the page. This will take you to the Reports tab page.
  • Currently saved custom reports are listed under the Customized Reports section.

    • Click the Edit link located to the left of the report you want to edit.
    • Follow the step-by-step wizard to make changes to the report. You can Continue through the wizard until you reach the Custom Report Result page. This page displays the results of the report using the changes you just made. Otherwise you may:
      • Save your progress at any time by clicking the Save button.
      • Run the report at any time by clicking the Run Report button.
      • Save the report under a different name at any time by clicking the Save As button.
      • Cancel making changes at any time by clicking the Cancel button.
    • Click the Save button to save the changes to the custom report. Click Cancel to abort making changes.

      See Also: Creating Custom Reports

    • Click the Delete link located to the left of the report you want to delete.
    • A dialog box will pop up prompting you to confirm deletion.
    • Click OK to delete the custom report. Click Cancel if you do not want to delete the report.

Filtering Custom Reports and Views
When creating a custom report or view there is an option to enter filtering criteria to assist in locating specific data. All items of the specified data type will be searched. For example, you are creating a custom Lead report. All leads will be searched using the parameters you specify. The filter setup is Step 5 when creating a custom report and Step 2 when creating a custom view. Here is how to use the filter:
  1. Choose a Column Name. You can set a filter for up to 5 columns. Select which columns you want to apply the filter to using the Column Name drop down boxes. The column name is the data field that will be searched. It could be an account name, contact name, phone number, creation date etc. The value you enter in the Value field will be compared to the values stored in the column that you choose, using the filter you choose.
  2. Next, select a filter type from the Filter drop down box. The filter determines how the search is performed. It is not case sensitive.
  3. Finally, enter the Value that you are searching for. If you are searching for a last name of Smith, enter Smith or smith. Although the search is not case sensitive, you must enter the value in the proper format. Dates must be in the format of yyyy-mm-dd. If searching for a phone number in the format of 000-0000, a match will not be found if the phone number is formatted as (000) 000-0000 or 000 0000.

Sorting Reports and Views Summary lists, search results and generated reports can be sorted in alphabetical order by column. To perform a sort, click on a column title. The list will be sorted in alphabetical order according to the column you chose. An ascending icon ( ) will appear beside the column title to show that the list is sorted in ascending order. Click the column title again to sort the list in reverse alphabetical order. A descending icon ( ) will appear next to the column title to show that the list is sorted in descending order.

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