Activity Templates for Accounts - Revision history

Dina at 07:42, 8 July 2020

2020-07-08T07:42:28Z

Dina at 09:22, 20 May 2020

2020-05-20T09:22:06Z

← Older revision		Revision as of 09:22, 20 May 2020
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	To ''edit'' an existing entry, simply select it from the Entries List in the General tab.		To ''edit'' an existing entry, simply select it from the Entries List in the General tab.

	[[File:~~commit_activity_templates_new_account_menu~~.gif\|center]]		[[File:activity_templates_new_account_menu.gif\|center]]


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	After selecting to create a Task entry for an Account Activity Template, the following window opens:		After selecting to create a Task entry for an Account Activity Template, the following window opens:

	[[File:~~commit_activity_templates_new_task_account~~.gif\|center]]		[[File:activity_templates_new_task_account.gif\|center]]

	In this window you should enter the information the system can use to create the task when the template is applied.		In this window you should enter the information the system can use to create the task when the template is applied.
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	These choices appear in a drop-down menu from this field.		These choices appear in a drop-down menu from this field.

	[[File:~~commit_activity_templates_new_task_date~~.gif\|center]]		[[File:activity_templates_new_task_date.gif\|center]]

	Users can then adjust the date to be a certain number of days earlier or later than this day.		Users can then adjust the date to be a certain number of days earlier or later than this day.
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	After choosing to create or edit an Appointment entry for a Asset Activity Template, the following window opens:		After choosing to create or edit an Appointment entry for a Asset Activity Template, the following window opens:

	[[File:~~commit_activity_templates_new_appt_account~~.gif\|center]]		[[File:activity_templates_new_appt_account.gif\|center]]

	In this window you should enter the information the system can use to create the appointment when the template is applied.		In this window you should enter the information the system can use to create the appointment when the template is applied.
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	These choices appear in a drop-down menu from this field.		These choices appear in a drop-down menu from this field.

	[[File:~~commit_activity_templates_new_appt_date~~.gif\|center]]		[[File:activity_templates_new_appt_date.gif\|center]]

	Users can then adjust the date to be a certain number of days earlier or later than this day.		Users can then adjust the date to be a certain number of days earlier or later than this day.
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	After choosing to create or edit a new Ticket Entry for the Asset Activity Template, the following window opens:		After choosing to create or edit a new Ticket Entry for the Asset Activity Template, the following window opens:

	[[File:~~commit_activity_templates_new_ticket_account~~.gif\|center]]		[[File:activity_templates_new_ticket_account.gif\|center]]

	In this window you should enter the information the system can use to create the ticket when the template is applied to an account.		In this window you should enter the information the system can use to create the ticket when the template is applied to an account.
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	These choices appear in a drop-down menu from this field.		These choices appear in a drop-down menu from this field.

	[[File:~~commit_activity_templates_new_ticket_date~~.gif\|center]]		[[File:activity_templates_new_ticket_date.gif\|center]]

	<u>Note:</u> In order to apply the template successfully, the information in field "Copy From" must be defined in the Account to which you wish to apply the template. If the reference date has not been entered into the Account, applying a template to it will fail.		<u>Note:</u> In order to apply the template successfully, the information in field "Copy From" must be defined in the Account to which you wish to apply the template. If the reference date has not been entered into the Account, applying a template to it will fail.
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	'''Details tab'''		'''Details tab'''

	[[File:~~commit_activity_templates_new_ticket_details_account~~.gif\|center]]		[[File:activity_templates_new_ticket_details_account.gif\|center]]

	In this area you can define the values for additional fields of the ticket, which appear in the ticket's Details tab:		In this area you can define the values for additional fields of the ticket, which appear in the ticket's Details tab:

Yarden at 14:22, 12 August 2009

2009-08-12T14:22:56Z

← Older revision		Revision as of 14:22, 12 August 2009
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			{{usermanualsactivitytemplates}}

	Creating Activity Entries for Accounts		Creating Activity Entries for Accounts
	To create a new entry in an Account Activity Template, go to the Entries tab of the template and click on the New button in the bottom-left corner. A pop-up menu now appears where you can select “Task,” “Appointment,” or “Ticket.”		To create a new entry in an Account Activity Template, go to the Entries tab of the template and click on the New button in the bottom-left corner. A pop-up menu now appears where you can select “Task,” “Appointment,” or “Ticket.”

Yarden: /* See Also */

2009-08-10T12:26:04Z

Yarden: /* Ticket Entries for Account Activity Templates */

2009-08-10T12:25:16Z

Ticket Entries for Account Activity Templates

← Older revision		Revision as of 12:25, 10 August 2009
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	You can also specify whether the Account/Contact information should appear before or after the Appointment Description. To do so, check either the '''Before Description''' or '''After Description''' box.		You can also specify whether the Account/Contact information should appear before or after the Appointment Description. To do so, check either the '''Before Description''' or '''After Description''' box.


	==Ticket Entries for Account Activity Templates==		==Ticket Entries for Account Activity Templates==

Yarden: /* Appointment Entries for Account Activity Templates */

2009-08-10T12:25:02Z

Appointment Entries for Account Activity Templates

← Older revision		Revision as of 12:25, 10 August 2009
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	You can also specify whether the Account/Contact information should appear before or after the Task Description. To do so, check either the '''Before Description''' box or the '''After Description''' box.		You can also specify whether the Account/Contact information should appear before or after the Task Description. To do so, check either the '''Before Description''' box or the '''After Description''' box.


	==Appointment Entries for Account Activity Templates==		==Appointment Entries for Account Activity Templates==

Yarden at 12:24, 10 August 2009

2009-08-10T12:24:20Z

← Older revision		Revision as of 12:24, 10 August 2009
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	===Task Entries for Account Activity Templates===		==Task Entries for Account Activity Templates==
	After selecting to create a Task entry for an Account Activity Template, the following window opens:		After selecting to create a Task entry for an Account Activity Template, the following window opens:

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	You can also specify whether the Account/Contact information should appear before or after the Task Description. To do so, check either the '''Before Description''' box or the '''After Description''' box.		You can also specify whether the Account/Contact information should appear before or after the Task Description. To do so, check either the '''Before Description''' box or the '''After Description''' box.

	===Appointment Entries for Account Activity Templates===		==Appointment Entries for Account Activity Templates==
	After choosing to create or edit an Appointment entry for a Asset Activity Template, the following window opens:		After choosing to create or edit an Appointment entry for a Asset Activity Template, the following window opens:

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	You can also specify whether the Account/Contact information should appear before or after the Appointment Description. To do so, check either the '''Before Description''' or '''After Description''' box.		You can also specify whether the Account/Contact information should appear before or after the Appointment Description. To do so, check either the '''Before Description''' or '''After Description''' box.

	===Ticket Entries for Account Activity Templates===		==Ticket Entries for Account Activity Templates==
	After choosing to create or edit a new Ticket Entry for the Asset Activity Template, the following window opens:		After choosing to create or edit a new Ticket Entry for the Asset Activity Template, the following window opens:

Yarden: /* See Also */

2009-08-10T12:22:52Z

Yarden at 12:20, 10 August 2009

2009-08-10T12:20:48Z

← Older revision		Revision as of 12:20, 10 August 2009
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	Creating Activity Entries for Accounts		Creating Activity Entries for Accounts
	To create a new entry in an Account Activity Template, go to the Entries tab of the template and click on the New button in the bottom-left corner. A pop-up menu now appears where you can select “Task,” “Appointment,” or “Ticket.”		To create a new entry in an Account Activity Template, go to the Entries tab of the template and click on the New button in the bottom-left corner. A pop-up menu now appears where you can select “Task,” “Appointment,” or “Ticket.”

			__TOC__

	To ''edit'' an existing entry, simply select it from the Entries List in the General tab.		To ''edit'' an existing entry, simply select it from the Entries List in the General tab.

Yarden at 12:18, 10 August 2009

2009-08-10T12:18:22Z

← Older revision		Revision as of 12:18, 10 August 2009
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	[[File:commit_activity_templates_new_account_menu.gif\|center]]		[[File:commit_activity_templates_new_account_menu.gif\|center]]


	After making your selection, a window opens, allowing you to enter detailed information about the newly created entry. Task, Appointment, and Ticket entries all have slightly different Detail windows. To learn more about these Detail windows, see the sections that immediately follow, or click on the appropriate link below.		After making your selection, a window opens, allowing you to enter detailed information about the newly created entry. Task, Appointment, and Ticket entries all have slightly different Detail windows. To learn more about these Detail windows, see the sections that immediately follow, or click on the appropriate link below.

	~~#[[Activity Templates for Accounts#Task Entries for Account Activity Templates\|Task entries for Account Activity Templates]]~~
	~~#[[Activity Templates for Accounts#Appointment Entries for Account Activity Templates\|Appointment entries for Account Activity Templates]]~~
	~~#[[Activity Templates for Accounts#Ticket Entries for Account Activity Templates\|Ticket entries for Account Activity Templates]]~~

	===Task Entries for Account Activity Templates===		===Task Entries for Account Activity Templates===

← Older revision		Revision as of 12:26, 10 August 2009
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	*[[Activity Templates for Tickets]]		*[[Activity Templates for Tickets]]
	*[[Activity Templates for Opportunities]]		*[[Activity Templates for Opportunities]]
			*[[Accounts]]

	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Office Management]]		[[Category:Office Management]]
	[[Category:Activity Templates]]		[[Category:Activity Templates]]
			[[Category:Accounts]]

← Older revision		Revision as of 12:22, 10 August 2009
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	==See Also==		==See Also==
	*[[Activity Templates]]		*[[Activity Templates]]
			*[[Activity Templates for Assets]]
			*[[Activity Templates for Contracts]]
			*[[Activity Templates for Tickets]]
			*[[Activity Templates for Opportunities]]

	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Office Management]]		[[Category:Office Management]]
	[[Category:Activity Templates]]		[[Category:Activity Templates]]

← Older revision		Revision as of 07:42, 8 July 2020
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	Below is an explanation of the fields/buttons in this window.		Below is an explanation of the fields/buttons in this window.

	'''Employee'''<br>Each task is the ~~CommitCRM~~ system must be assigned to an employee. When assigning an employee to a Task entry in a template, you should select the employee who you want assigned to the task once the template is applied and a specific task is “created.”		'''Employee'''<br>Each task is the RangerMSP system must be assigned to an employee. When assigning an employee to a Task entry in a template, you should select the employee who you want assigned to the task once the template is applied and a specific task is “created.”

	You can choose the “Employee” from any of the following options:		You can choose the “Employee” from any of the following options:
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	*Shared: By selecting this option, the task will be set as “Shared,” rather than assigned to a specific employee, when the template is applied to a specific asset.		*Shared: By selecting this option, the task will be set as “Shared,” rather than assigned to a specific employee, when the template is applied to a specific asset.

	'''Task Date'''<br>Each task in the ~~CommitCRM~~ system needs to be assigned a date. In an Account template, the Task Date is defined as a certain number of days before or after—or the day of—a reference date that is defined in the "Copy From" field.		'''Task Date'''<br>Each task in the RangerMSP system needs to be assigned a date. In an Account template, the Task Date is defined as a certain number of days before or after—or the day of—a reference date that is defined in the "Copy From" field.

	The "Copy From" field allows the user to define the date to copy from as any of the following:		The "Copy From" field allows the user to define the date to copy from as any of the following:
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	In addition, you can select the '''Move to next workday''' flag. This flag takes effect if the date that is calculated when applying the template falls out on a weekend. If this box is checked, the system automatically moves the Task Date to the next available business day.		In addition, you can select the '''Move to next workday''' flag. This flag takes effect if the date that is calculated when applying the template falls out on a weekend. If this box is checked, the system automatically moves the Task Date to the next available business day.

	For example, if according to the information you enter in the template the Task Date falls out on a Saturday (and Monday through Friday are defined as working days in your ~~CommitCRM~~ Calendar), then Task Date is calculated to be the following Monday. If such a move is made, a comment is displayed when applying the template.		For example, if according to the information you enter in the template the Task Date falls out on a Saturday (and Monday through Friday are defined as working days in your RangerMSP Calendar), then Task Date is calculated to be the following Monday. If such a move is made, a comment is displayed when applying the template.

	<u>Note:</u> In order to apply the template successfully, the information in field "Copy From" must be defined in the Account to which you wish to apply the template. If the reference date has not been entered into the Account, applying a template to it will fail.		<u>Note:</u> In order to apply the template successfully, the information in field "Copy From" must be defined in the Account to which you wish to apply the template. If the reference date has not been entered into the Account, applying a template to it will fail.
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	'''Employee'''<br>Each appointment is the ~~CommitCRM~~ system must be assigned to an employee. When assigning an employee to an Appointment entry in a template, you should select the employee who you want assigned to the appointment once the template is applied to a specific account and the appointment is “created.”		'''Employee'''<br>Each appointment is the RangerMSP system must be assigned to an employee. When assigning an employee to an Appointment entry in a template, you should select the employee who you want assigned to the appointment once the template is applied to a specific account and the appointment is “created.”

	You can choose the “Employee” from any of the following options:		You can choose the “Employee” from any of the following options:
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	'''Appointment Date'''<br>Each Appointment in the ~~CommitCRM~~ system needs to be assigned a date. In an Account template, the Appointment Date is defined as a certain number of days before or after—or the day of—a reference date that is defined in the "Copy From" field.		'''Appointment Date'''<br>Each Appointment in the RangerMSP system needs to be assigned a date. In an Account template, the Appointment Date is defined as a certain number of days before or after—or the day of—a reference date that is defined in the "Copy From" field.

	The "Copy From" field allows the user to define the reference date to copy from as any of the following:		The "Copy From" field allows the user to define the reference date to copy from as any of the following:
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	In addition, you can select the '''Move to next workday''' flag. This flag takes effect if the date that is calculated when applying the template falls out on a weekend. If this box is checked, the system automatically moves the Appointment Date to the next available business day.		In addition, you can select the '''Move to next workday''' flag. This flag takes effect if the date that is calculated when applying the template falls out on a weekend. If this box is checked, the system automatically moves the Appointment Date to the next available business day.

	For example, if according to the information you enter in the template the Appointment Date falls out on a Saturday (and Monday through Friday are defined as working days in your ~~CommitCRM~~ Calendar), then Appointment Date is calculated to be the following Monday. If such a move is made, a comment is displayed when applying the template.		For example, if according to the information you enter in the template the Appointment Date falls out on a Saturday (and Monday through Friday are defined as working days in your RangerMSP Calendar), then Appointment Date is calculated to be the following Monday. If such a move is made, a comment is displayed when applying the template.

	<u>Note:</u> In order to apply the template successfully, the information in field "Copy From" must be defined in the Account to which you wish to apply the template. If the "Copy From" has not been entered into the Account, applying a template to it will fail.		<u>Note:</u> In order to apply the template successfully, the information in field "Copy From" must be defined in the Account to which you wish to apply the template. If the "Copy From" has not been entered into the Account, applying a template to it will fail.
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	'''Appointment Color'''<br>These buttons allow the user to determine what color the Appointment appears in when it is shown on the ~~CommitCRM~~ Calendar. You can choose from the following options:		'''Appointment Color'''<br>These buttons allow the user to determine what color the Appointment appears in when it is shown on the RangerMSP Calendar. You can choose from the following options:

	*Employee Default Color: This option sets the color according to the color of the employee assigned to the Appointment. (The default color for Appointments can be defined for each employee in the Employee window.)		*Employee Default Color: This option sets the color according to the color of the employee assigned to the Appointment. (The default color for Appointments can be defined for each employee in the Employee window.)
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	'''Ticket Manager'''<br>Every ticket in the ~~CommitCRM~~ system needs to be assigned to an employee, called the Ticket Manager. In this window you should select who should be assigned as the Ticket Manager once the ticket is created.		'''Ticket Manager'''<br>Every ticket in the RangerMSP system needs to be assigned to an employee, called the Ticket Manager. In this window you should select who should be assigned as the Ticket Manager once the ticket is created.

	Determining the employee can be done by using one of the following options:		Determining the employee can be done by using one of the following options: