The Manage WorkGroups function allows the Administrator to enable different functions for each of the WorkGroups they have access to.
The Manage WorkGroups function [if enabled for the Administrator] is accessed from the Administration Menu > Manage WorkGroups hyperlink:
The Manage WorkGroups function [if enabled for the Administrator] is accessed from the Administration Menu > Manage WorkGroups hyperlink:
Clicking on the edit hyperlink for any of the WorkGroups the Administrator is authorized to see (based on their Logon privileges) will display all of the WorkGroup settings that can be set for all user of a WorkGroup.
The settings at the WorkGroup level apply to all users of that WorkGroup.
To add a WorkGroup click the Add WorkGroup button.
Left Side Column Settings
Database – Selected the database where the WorkGroup will be located.
Populate Tables From – This gives you the option of using a previously created WorkGroups tables as the basis for the new WorkGroup.
WorkGroup Name - Name that he new WorkGroup is to be called
Skin / Custom Stylesheet – This allows the WorkGroup to have custom colors. This provides users with the ability to match this system to their corporate colors.
Default Label Set – Because label sets can be customized you are provided the option of selecting the default label set for this WorkGroup. Click on the magnifying glass to see all of the available label sets.
Banner Logo - This is the logo that appears in the banner on each page. Click on the magnifying glass to see all of the available logos. If you have the appropriate privileges you can upload the logo from the WorkGroup list page.
Banner Statement - This is the text that appears just below the banner / logo on each page. In the screenshot of the WorkGroup List page (two pages back) the Banner Statement is “Your Web-Based CRM Appllication”.
Banner Statement Font Color - Font color for the Banner Statement allows you to type in the hexadecimal value for the color – for example #ffff99 equals orange. The color palette hyperlink allows you to choose from a pallet of colors so that you don’t have to type in the hexadecimal value for the color.
Banner Statement Backgroud - Background color for the Banner Statement allows you to type in the hexadecimal value for the color – for example #ffff99 equals orange. The color palette hyperlink allows you to choose from a pallet of colors so that you don’t have to type in the hexadecimal value for the color.
Banner Background - Background color for Banner allows selection of the color from a pull-down list of colors.
Search/Login Button - Color of Search/Login button allows selection of the color from a pull-down list of colors.
Section Font Color - Font color of the section headers [such as Contacts, Profile Summary, Attached Files, etc.] Allows you to type in the hexadecimal value for the color – for example #ffff99 equals orange. The color palette hyperlink allows you to choose from a pallet of colors so that you don’t have to type in the hexadecimal value for the color.
Section Background Color - Background color of the section headers allows you to type in the hexadecimal value for the color – for example #ffff99 equals orange. The color palette hyperlink allows you to choose from a pallet of colors so that you don’t have to type in the hexadecimal value for the color.
Active Status - Active/Inactive – Value of Inactive means users do not have access to WorkGroup
Mapping URL - Allows for selection of a mapping application for use with the address mapping hyperlink.
Offline Client Access - Access to the Offline Client Add-On module. Requires installation of additional software on user’s PC.
Mobile Access - Access to the Mobile Add-On module. Requires installation of additional software on user’s PC.
Collaboration - If Collaboration = Disabled then on the Event Report users will only see Events that they are an Attendee for and also assigned the record.
View All Event Records - Allows WorkGroup users to see all Events associated with the records they have access to.
HTML Email – allows the user to send HTML email.
Record Email Logging - Turns on the Email History feature in the Contact detail page.
Link Account Manager/Rep – Allows Account Manager to view Partner Rep records.
Timestamp Assignments - This creates a Date/Timestamp message in the Sales Rep Comments field every time a record is assigned or reassigned
Timestamp Campaigns - This creates a Date/Timestamp message in the Sales Rep Comments field every time the campaign is changed for a record
Clone Multiple Leads - This allows for the cloning of multiple leads via the Search Results page (default is only single lead clone via the individual lead detail pages).
Email - This is allows for Daily and Express email at the WorkGroup level. This parameter must be set to Enable for individual users to have Daily or Express Email.
Lead Nurturing – allows access to the Lead Nurturing features.
Right Side Column Settings
Calendar - This determines how / if the Calendar will be available – can be set to no Calendar, Basic Calendar, My Calendar or both My Calendar and Group Calendar
Charts – An option for backward compatibility allowing users to select either the new charts or original charts.
Event Logging for Event/Callback - This creates a Date/Timestamp message in the Sales Rep Comments field whenever the Event/Callback is added or changed
Track Downloads - This creates an audit trail that records who and what was downloaded (audit trail is only available to support personnel and is kept for 90 days)
Track Opportunities - Enables the Opportunity function. Some of the things opportunities track include: products, price, quantities, forecast date, win probability, and sales stages. Also allows the user to attach files and notes to opportunities.
Opportunity Discounting - Adds the ability to discount by percent in the Opportunity function (discounts are controlled by the Opportunity Discount table in Manage Reference Tables)
Opportunity Product Recurring Revenue - Allows for the ability to set up Recurring Revenue by individual product line.
Opportunity Not in Stock Capability - Allows users to set up a product line with a non pre-defined product by filling in the Product Description and/or Product Code and manually entering the price.
Display Opportunity ID - Display an internal Opportunity ID (unique sequential number created by the application) that displays in the Sales Opportunity section of the detail page
Lead Status Aging - If Enabled, then any change to the Lead Status field will have a date/time-stamp in the Sales Rep Comments field. In addition, for any Lead Status values that that have Tracking set in the Lead Status Reference table, if the Lead Status does not change within “X” number of days as set in the Lead Status Aging – Number of Days field in this parameter - an auto email notification will be sent to the Account Manager listed on the record. For example the email might remind them to update the status of their lead.
Sales Stage Aging - Tells you how long the records have been sitting in their current stage. This is useful for analyzing the sales cycle. See the sales stage aging report. You'll need to turn on tracking in the reference tables in order to track it.
Audit Fields - This function turns the Lead Status Aging or Sales Stage Aging ON/OFF. If ON, then the number of days before sending an automatic email to the Account Manager can be set.
Call Center Stats - Call Stats feature displays up to 18 user definable field tags (tags can be viewed and changed via the Current Label Set> Label Group: Call Center Stats) – if Custom Label is blank then that Call Stat will not appear. Updating one of the call stats fields by the user can be made mandatory by clicking ‘Mandatory Update’. If ‘Add to Comment’ is checked then any call stats field that is checked is recorded in the Sales Rep Comments section. Defining the call stats actions can be accessed via the Customize Pages and clicking on ‘Define Call Results Click Actions’.
Access to Call Tracking - Tracks information about calls - similar to opportunity. This is a customer specific implementation and requires programming from the development team. You'll need to turn on tracking in the reference tables in order to track it.
Contact Name Hyperlink - Determines whether Contact Name hyperlink appears in the Search Results page
Account Link - Determines whether Accounts hyperlink appears in the banner
Access to Case Management – Provides access to system for recording cases - similar to the idea of opportunities. Case tracking includes: case owner, assignee, company, key contact, subject, description, type, status, priority, origin, reason, due date and attached files.
Access to Automation and Workflow Management – provides a menu in the Administration section allowing access to the automation and workflow management tools of the system. These tools are easy to use and don’t require knowledge of programming. For example, if you wanted to setup and autoresponder you could use these tools to say anytime a new record comes into the system and the campaign is = XYZ send a particular email.
Phone Number Hyperlink – turns phone numbers into Hyperlinks for use with various Power Dialers. Click on the phone number and it will dial the phone number through the provider chosen in the ‘Phone Number Hyperlink Provider’.
Phone Number Hyperlink Provider – these are companies that have integrated their dialing solutions with the application. You will need either a software product from that company or logon credentials from that company to be able to use this feature.
Required Logon URL - Ability to define a custom URL for access to this WorkGroup
Redirect to URL - Ability to redirect access via the standard URL to the required URL (if set to Yes the user will be redirected to log in via the required URL, if set to No the user will be told that their username/password is not valid)
Restricted IPs - Ability to restrict access to application only from determined IPs or ranges of IPs
Allow Restricted IPs - Activates the Restricted IPs function
Locale – Provides controls for currency formatting, choices are US, UK, France, Germany.
Reports – Allows you to define which reports the WorkGroup has access to. Also allows inclusion of custom reports.
www.LeadMaster.com.au
