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+ | Many of the marketing related instruments use the results obtained in the Search Results Instrument and take action on them. This section of the manual describes these instruments. | ||
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+ | ==Report List instrument== | ||
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+ | This instrument displays all of the reports. | ||
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+ | {{:: | ||
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+ | The following operations are supported: | ||
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+ | * Preview / Merge | ||
+ | * Edit (for Word Reports only) | ||
+ | * Email (for Crystal Reports Only) | ||
+ | * Save As ... (for Crystal Reports only) | ||
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+ | ==Change Status Instrument== | ||
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+ | This instrument is used to change the status and station of a group of orders. | ||
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+ | The user can select a new status as well as a new station. | ||
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+ | **Note**: | ||
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+ | ==Change Station Instrument== | ||
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+ | This instrument changes orders to a new station. | ||
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+ | All stations will be preceeded by their corresponding status. | ||
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+ | ==Change UDF Instrument== | ||
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+ | This instrument allows a user to set or change the UDF values for the selected results. | ||
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+ | First, select the category of UDFs you want to change. | ||
+ | * For Order or Estimate Searches, you can change the Transaction UDFs, Customer UDFs, and Contact UDFs. | ||
+ | * For Customer Searches, you can only change the Customer UDFs. | ||
+ | * For Contact Searches, you can change the Contact and Customer UDFs. | ||
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+ | Choose the new value you wish to set the UDF to. The choices you have will vary based on the type of UDF selected (text, checkbox, etc.). | ||
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+ | ==Create Contact Activity Instrument== | ||
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+ | This instrument is used to create Contact Activities for the selected results. | ||
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+ | {{:: | ||
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+ | This window allows the user to set all the information for the activity. | ||
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+ | * **Replace employee with: [ drop-down menu ].** If this option is selected, the employee who is currently assigned the activity will be replaced with the one selected. | ||
+ | * **Replace Order/ | ||
+ | * **Replace Company with the Company selected.** | ||
+ | * **Replace contact with: [ drop-down menu ].** If this option is selected, the current contact for the activity will be replaced with what is selected from the drop-down menu. | ||
+ | * **Replace scheduled date with available Work Assignment' | ||
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+ | * ** Before Date. **If this option is selected, the scheduled date will be offset the selected number of days BEFORE the previously scheduled date. | ||
+ | * ** After Date. **If this option is selected, the scheduled date will be offset the selected number of days AFTER the previously scheduled date. | ||
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+ | ==Send Email Instrument== | ||
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+ | This instrument is used to send emails to the companies/ | ||
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+ | * **Replace To: Field with the email address of: [ drop-down menu ].** If this option is selected, you can select the employee or company contact to send email to based on the search results selected, such as all estimates created today. | ||
+ | * **Replace contact with: [ drop-down menu ] **If this option is selected, you can select the contact type to send email to, such as the Order Contact. | ||
+ | * **Order** | ||
+ | * **Company** | ||
+ | * **Contact** | ||
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+ | ==Change Service Contract Instrument== | ||
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+ | This instrument is used to set the service contract dates in the Company record. | ||
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+ | {{:: | ||
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