Telus TPM Documentation

User Tools

Site Tools

Trace:
location_view

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
location_view [2018/03/20 17:09] – lisa.maloneylocation_view [2018/12/03 20:25] (current) – lisa.maloney
Line 13: Line 13:
 This will open up a view of the selected location. Location information is located at the top.  Other information, such as Contacts, Opportunities and Tasks, can be viewed, added and edited within their corresponding tabs. This will open up a view of the selected location. Location information is located at the top.  Other information, such as Contacts, Opportunities and Tasks, can be viewed, added and edited within their corresponding tabs.
    
-{{:pasted:20180319-162241.png}}+{{:pasted:20181203-201025.png}}
 ----- -----
 __New, Edit and Delete Location__ __New, Edit and Delete Location__
Line 70: Line 70:
 {{:pasted:20180320-162349.png}} {{:pasted:20180320-162349.png}}
  
-Once either a product or product category has been selected, click Select to add that to the opportunity.  This will display as a non-editable.  To remove the product or product grouping, click the X button.  To replace it with a different product or product grouping, click Select and choose another product or product grouping.+Once either a product or product category has been selected, click Select to add that to the opportunity.  This will display as non-editable.  To remove the product or product grouping, click the X button.  To replace it with a different product or product grouping, click Select and choose another product or product grouping.
  
 {{:pasted:20180320-163132.png}} {{:pasted:20180320-163132.png}}
Line 110: Line 110:
 {{:pasted:20180320-162349.png}} {{:pasted:20180320-162349.png}}
    
-Once either a product or product category has been selected, click Select to add that to the task.  This will display as a non-editable.  To remove the product or product grouping, click the X button.  To replace it with a different product or product grouping, click Select and choose another product or product grouping.+Once either a product or product category has been selected, click Select to add that to the task.  This will display as non-editable.  To remove the product or product grouping, click the X button.  To replace it with a different product or product grouping, click Select and choose another product or product grouping.
  
 Enter a Due Date if the Task has one.  There is also a Status drop down to note if the task is Incomplete or Complete.  The Opportunity drop down will display a list of Opportunities which were defined on the Opportunities tab.  This allows a task to be linked to a specific Opportunity. Enter a Due Date if the Task has one.  There is also a Status drop down to note if the task is Incomplete or Complete.  The Opportunity drop down will display a list of Opportunities which were defined on the Opportunities tab.  This allows a task to be linked to a specific Opportunity.
Line 117: Line 117:
  
 Click Save after entering the data and the task information will display on the Tasks grid. Click Save after entering the data and the task information will display on the Tasks grid.
 +
 +If the Task has both a Due Date and a Status of Incomplete, it can be linked to the calendar of the Account Representative for the location.  See the section on Setting Up Task Calendars for more information on displaying Tasks on calendars.
  
 To Edit an existing record, select the record in the grid, click the Edit button and make any necessary changes.  Click Save to save the changes or click Close to close the Task Information popup without updating any information. To Edit an existing record, select the record in the grid, click the Edit button and make any necessary changes.  Click Save to save the changes or click Close to close the Task Information popup without updating any information.
Line 124: Line 126:
 To Delete a record, either Edit the record and click the Delete button within the popup or select the row and click the Delete button at the bottom of the screen. To Delete a record, either Edit the record and click the Delete button within the popup or select the row and click the Delete button at the bottom of the screen.
 ----- -----
 +**Notes & Attachments**
 +
 +To add Notes and/or Attachments to a Location, click Add on the Notes & Attachments grid.
 +
 +{{:pasted:20180326-140315.png}}
 +
 +The Note Editor allows text to be entered and one to many attachments linked to that one note.  Add a note, or copy and paste from another source.  These notes can be formatted using any of the options displayed at the top of the note section.
 +
 +To add attachments there are a couple steps. 
 + 
 +1. Click the Add Attachment button located at the bottom of the popup in the Action Bar section.  An Upload File button will appear in the Attachment section.
 +
 +2. Click Upload File to select a file.  
 +
 +If there are additional files that need to be added, click Add Attachment then select Upload File to add another attachment.  
 +
 +{{:pasted:20180514-105157.png}}
 +
 +Once the notes and attachments are added, click Save.  The text will display in the Notes & Attachments grid as it was formatted in the Note Editor.  The attachments column will display a count of attachments associated with the note.
 +
 +{{:pasted:20180514-105312.png}}
 +
 +
 +To cancel the action, click the Close button.
 +
 +Both the notes and attachment fields are optional.  A note can be added without an attachment or an attachment can be added without a note.
 +
 +
 +To remove an attachment, click the trash can icon.  
 +
 +The First and Last Name of the user who entered the note and/or attachment will display in the grid along with the date and time it was added and count of attachments on the note.  To view a note or attachment, double click the row in the grid.  Click the Download hyperlink to view the attachment.
 +
 +{{:pasted:20180326-141035.png}}
 +
location_view.1521565771.txt.gz · Last modified: 2018/03/20 17:09 by lisa.maloney

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki