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

What is a Task?
A task can be likened to an item on a to-do list. It is something that requires further action and usually needs to be completed by a specific date. You can create tasks for accounts, cases, contacts, leads, opportunities and solutions.

Viewing Tasks
  • Click the Home button located at the top of the page. This will take you to the Home page.
  • Tasks are listed under the My Tasks section of the Home page.
  • From the Show drop down box, located in the top left corner of the My Tasks section, select a method by which to generate a summary of your tasks. A summary will be displayed a few seconds after you make a selection.
  • To view a listed task in detail, click the View link.

Creating Tasks
  • Click the Home button located at the top of the page. This will take you to the Home page.
  • Click the Add Task button located in the My Tasks section. This will take you to the New Task page.
  • Fill in your task information using the Task Information, Description Information, Follow Up Task Information and Follow Up Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
  • To link the task to a current record, first select a record type from the Linked to drop down box. Then click the list ( ) icon to select a specific record to link to.
  • If you want to create a follow up task, first click the Follow Up check box located in the Follow Up Task Information section. Now fill in your follow up information using the Follow Up Task Information and Follow Up Description Information sections. Be sure to fill in all required fields.
  • Save your task using either of the following two methods:
    1. Select the Save & New button to save your new task. You will then be presented with a blank form on which you can create another new task.
    2. Select the Save button to save your new task. This will bring you to a summary page for the new task. From this page you can Edit or Delete the task.

Linking Tasks
When creating or editing a task you have the option to link the task to a particular Account, Contact, Case etc.
  • To link a task to a record, first select a record type from the Linked to drop down box located in the Task Information section.
  • Now you need to choose the specific record you want to link the task to. Say, for example, you chose to link to an Account. You now need to choose which account to link to. Click the list ( ) icon to view a list of accounts. Select an account from the list.
  • Your task will be linked to the record you chose as soon as you save it. The task will also appear in the Related Records section on the details page when viewing the record it is linked to.

Editing and Deleting Tasks
  • Click the Home button located at the top of the page. This will take you to the Home page.
  • Select a listed task from the My Tasks section by clicking the View link. If the task you are looking for is not in the list, change the viewing criteria by making a different selection from the Show drop down box. A list of tasks matching your new selection will be displayed in a few seconds.
  • Once you have selected a task, you will be directed to the Tasks page, which displays the task details.
  • You can now Edit or Delete the task. Edit a Task
    • Click the Edit button. This will take you to the Edit Task page.
    • Make your changes to the task.
    • Click the Save or Save & New button to save your changes. Click Cancel if you do not want to save any changes.
    See Also: Creating Tasks

    Delete a Task
    • To delete the task, click the Delete button.
    • You will be prompted to confirm that you want the task deleted. Click OK to delete the Task. Click Cancel if you do not want to delete the task.

Task History

Activity History The Activity History tab is available in the Related Records section when viewing a record in detail. It displays a list of completed tasks for that particular record, being an Account, Contact, Lead etc. Some record types cannot have tasks associated with them.
Log a Call
When viewing a record in detail, click the Log a Call link located in the Summary section above the record details. This will enable you to quickly create a task concerning a customer phone call. The default status of the task will be Completed. You can log calls pertaining to Accounts, Contacts, Opportunities, Leads, Cases and Solutions.
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