To access the Control Panel, click
the Control Panel link at the top right of the screen.
Through this page you can access various tools to help administer your
user account. These tools are located in the Personal Setup section.
System Administrators will be able to access additional tools to help
them administer the entire organization. Please see the Administrative
Tutorial for more information.
Personal Settings
The Personal Settings section contains
links to tools that enable you to edit your user account, change your
login password and customize your Salesboom.com tabs.
Edit
My User Information
Change My Password
Customize My Tabs
-
Click the Edit My User Information link to view your
account information. This will take you to your Personal
Information page.
Click either of the Edit buttons located above and
below the user information. This will take you to the User
Edit page. (Click the Change Password button
to change your login password, as described inn steps 2-4 of Change
My Password.)
You can now make changes to your User Details and Address
Details.
Click the Save button to save any changes you have
made. Click the Cancel button to cancel any changes
you have made.
Change My Password
- Click the Change My Password link. This will take you to the Change Password page.
- Enter your old password in the Old Password field.
- Enter your new password in the New Password and Verify New Password fields. Your password is case sensitive and must be at least 5 characters long. You cannot use your username as a password nor can your password contain your username.
- Click the Save button to save your new password. Click the Cancel button to cancel your password changes. You will then be taken back to the Control Panel page.
Customize My Tabs
Click the Customize My Tabs link.
This will take you to the Customize Tabs page. From
this page you can customize how your tabs, buttons and sidebar are
displayed.
Customize Tabs
Customize Tabs
All available tabs are listed under the Customize
tabs section.
- To change the order in which the tabs appear, use the
icons. - The Status of each tab signifies whether the tab is currently being displayed or not. If the status is On, the tab can be seen. If the status is Off, the tab is currently hidden. Click the On / Off link to hide or show the tab.
Links to tools that are commonly used by
all user types; CRM, SFA or others; are displayed in the form
of buttons located along the upper-middle part of your Salesboom.com
window.
- To change the order in which the buttons appear, use the icons.
- The Status of each tab signifies whether the tab is currently being displayed or not. If the status is On, the button can be seen. If the status is Off, the button is currently hidden. Click the On / Off link to hide or show the button.
All available sidebar panels are listed
under the Customize sidebar section.
- To change the order in which the sidebar panels appear,
use the icons.
You may also use the icons
located on the top right corner of each panel in the
sidebar itself.
- To open or close a sidebar panel, click the On / Off status link. You may also click the x icon located on the top right corner of each panel in the sidebar to close the panel.
- All closed panels are listed at the bottom of the sidebar in the More Panels... section. Click the + icon to view the list of closed panels, if any.
- To restore a closed panel, click the Add Panel link.
Importing works for all the existing imports in salesboom:
Opportunities, Accounts, Leads, Contacts, Contracts, Products and Tasks.
The user interface for importing basically remains unchanged for the first two steps.
- uploading a CSV file and
- mapping the columns in the CSV file to salesboom's columns.
After mapping the columns, a summary screen will be displayed listing any Errors that occured when Salesboom was checking over the CSV file you uploaded. If the user decides to continue with their import, they just click the "Import Now" button.
Here is a list of Errors that are flagged.
- Selection Lists:
e.g. Lead Source when importing Accounts. (If you put an invalid value for the column "Lead Source" in your CSV file, like "blahblah", you will be warned on the error summary screen.) - Empty Required Fields:
If a field shown in red on the mapping screen is empty - Numeric/Money fields
Entering invalid numbers for currency/numeric fields: e.g. Amount under Opportunities - Boolean:
valid values for boolean fields. (e.g. "Active" in Contacts) are: true,t,yes,on (true) or false,f,no,off (false) NOTE: these are case insensitive, and it's easy to add more - Integer fields:
e.g. "Percent Complete" under Tasks - Values must be a valid integer. - Lookups (linking salesboom objects):
- - e..g fields like "Account" and "Contact" when importing tasks.
- For linking contacts you would like a Task to a Contact by giving the name in the form "John McDonald" in your "Contact" column in the CSV file. (This is how sf does it.) I just realized I should probably use something in adition to just the contact name to better distinguish between Contacts (e.g. two John Smith's), but I can fix this quickly sometime next week
- To link accounts, use the Account name. (e.g. "asdf")
- Text
Text that is too large to fit in the database column is cut off to fit by default. (this is obtained from the database so if we change a column attributes, Importing will be updated automatically.)
For everything but Text, the default operation is to leave the entry blank on insert if an error is encountered. (so if the user has an invalid "Percentage Completed" for a Task in their CSV file, none will be inserted for the record with the problem.
If you are missing a column for a record, an empty one is created on import.