Access Privileges

Accounts

Administrative Features

automatic reassignment

branch configuration

catalog maintence (see product catalog)

categories (SRA)

categories (SRA), change

categories (SRA), create

categories (SRA), disable

changing a user profile

configure a new user

deactivating a user

defining company hierarchy

FAQ (admin)

FAQ (user)

Leases

adding assets

cloning

creating

deleting

field descriptions, lease status

field descriptions, new lease

modifying

status history

updating lease status

updating state

viewing

manual reassignment

product catalog

adding a catalog item

adding a manufacturer

adding a product category

associating catalog items

catalog item field descriptions

changing a product category

deactivating a catalog item

deactivating a product category

reassign accounts

reassign contacts

reassign leads

reassign user to another user

running SRA rules

SRA rules, change

SRA rules, create

SRA rules, delete

SRA user criteria, change

SRA user criteria, create

SRA user criteria, delete

territories

user configuration

user profile field descriptions

Agreements/Contracts

field descriptions of view

icons of view

tabs of view

Appointments

cancel

change

completed appointments

create

decline invitation

field descriptions

in Hist Tab

log appointment

recurring appointment

view

Assets

action icons in view

adding an asset

field descriptions and tabs

meter readings

adding

See also Leases, Agreements

service tickets

adding

browser configuration

Bulk notes

Bulk tasks

Button Bar

Calendars

daily

monthly

printing

Task Viewer

searching/filtering

weekly

Catalog Maintenance (admin)

Competitor Equipment

adding

view, field descriptions

Configuration, browser

Contacts

conventions

Customer Support

Defaults, User

document editor

buttons

heading fields

inserting merge fields

menus

merge fields

Document Imaging

document editor

document templates

changing

creating

deleting

disabling

opening the tool

problem/error

Documents

attaching a file

emailing documents

for orders

attaching

generating

viewing

generating a document

error in

viewing documents/files

Emails, sending

FAQ

Generated documents (for orders)

Generated documents (for records)

Groups

action buttons

adding members

changing a group's name

creating a group

deleting a group

deleting members

field descriptions, add/edit group

field descriptions, group maintenance form

field descriptions, member list

group maintenance form

viewing the members

Help navigation

Hierarchy, User

Home graphic

Invoices

icons and tabs of view

Leads

create a lead

field descriptions

create the order

display a list

edit a lead

finding leads

Lead View

field descriptions

icons

tabs

Leads Tool

list of leads

action buttons

display fields

filter fields

in an account

status, changing

view leads

Lease (non-administrator)

field descriptions of view

icons of view

tabs of view

Letter Bar

log in

log out

Marketing Campaigns

menus

merge fields, document editor

navigation, help

navigation, mySalesChain

Button Bar

home

icons

Letter Bar

Menus

path bar

Quick Search

tabs

Notes

add a bulk note

add a note

add a quick note

Order (integrated tool)

adding equipment

creating

delivery job

finding an order

generating order documents

pricing

Orders (V1 - original tool)

attach a file

change an order

clone an order

complete an order

create an order

field descriptions

find an order

generate documents

multiple destinations

order detail form

recall an order

view files and documents

Password

Pathbar

Preferences, User

Printing calendar pages

procedures

Product Catalog (admin)

Profiles, User (admin)

Proposal (integrated tool)

adding equipment

creating

finding a proposal

generating the proposal

pricing

pricing scenarios

Proposals (V1 - original tool)

clone a proposal

create a proposal

delete a proposal

find a proposal

form field descriptions

Quick Note

Quick Search

Quick Task

Reports

Schedule Tool

advanced task viewer

changing display

appointments

calendars, see Calendars

printing

Settings, Default

Support

system requirements

Tabs

Arch

Book

Contact

Grp

Hist

Inv

Loc

Sales

ShipTo's

SRA

WF

Tasks

advanced task viewer

changing display

change

complete

create

defer

displayed in Hist Tab

finding

quick task

recurring tasks

view

work on

Templates, Document

changing

creating templates

deleting

disabling

editor, see document editor

merge fields

opening the tool

User Configuration (admin)

User Defaults

Views

Account Quick View

Advanced Task Viewer

Agreement View

Asset View

meter readings

service tickets

Calendars

Daily

Monthly

Weekly

Competitor Eq View

Contact View

Invoice View

Lead View

Lease View

Proposal Form (V1)

TMact View

Total Account View