channeladmin_faq
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channeladmin_faq [2009/05/14 18:12] anthony |
channeladmin_faq [2009/05/19 16:01] (current) anthony |
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| //Tags// are like keywords that may be attached to different "objects" in the system. Tags provide a lot of flexibility in organizing your channel using the attributes that are important to your unique situation. For example, if some of your partners provide repair services and others don't, you could define the "repairs" tag and assign it to the appropriate partners. You can then find all the partners who do repairs by filtering on the "repairs" tag. Tags provide a simpler and more flexible alternative to the "user defined fields" used in some CRM systems. | //Tags// are like keywords that may be attached to different "objects" in the system. Tags provide a lot of flexibility in organizing your channel using the attributes that are important to your unique situation. For example, if some of your partners provide repair services and others don't, you could define the "repairs" tag and assign it to the appropriate partners. You can then find all the partners who do repairs by filtering on the "repairs" tag. Tags provide a simpler and more flexible alternative to the "user defined fields" used in some CRM systems. | ||
| - | In our system, the lists of allowable tags are maintained through the Channel Management menu. We currently have 3 different tag lists (or "buckets") -- //Partner Tags//, //Location Tags//, and //Admin Tags//. | + | In our system, the lists of allowable tags are maintained through the Channel Management menu. We currently have 4 different tag lists (or "buckets") -- //Partner Tags//, //Location Tags//, //Contact Tags//, and //Admin Tags//. |
| == How can I use "partner tags"? == | == How can I use "partner tags"? == | ||
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| == How do I delete a partner (or location, or contact)?== | == How do I delete a partner (or location, or contact)?== | ||
| Are you SURE you want to do that? You should probably use the edit screen and change status to "inactive" instead. Using the inactive status allows you to answer questions like "what was the name of that guy who used to work in the Tulsa office?" in the future. We recommend that the only time you should actually delete anything is if you added it by mistake. Inactive records are usually not shown unless you specifically ask that they be shown via the filter settings on various screens. | Are you SURE you want to do that? You should probably use the edit screen and change status to "inactive" instead. Using the inactive status allows you to answer questions like "what was the name of that guy who used to work in the Tulsa office?" in the future. We recommend that the only time you should actually delete anything is if you added it by mistake. Inactive records are usually not shown unless you specifically ask that they be shown via the filter settings on various screens. | ||
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| - | ==Can I embed graphics in my emails sent from the Communications Center? == | ||
| - | The system doesn't explicitly support embedded graphics or other advanced email features. However, it can be used in concert with an existing email program for this need. Within ADMIN you would create a distribution list and use it with your email program to send an HTML email. | ||
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| - | ==The Partner Summary search seems like overkill. Is there an easier way to find a partner or contact?== | ||
| - | The Quick Search box is available on every page, so if you know any part of the name of a partner company, location or contact, or part of an email address, you can always find what you're looking for with one click. | ||
| ==How easy/difficult is it to reassign partners to different admins on my staff? == | ==How easy/difficult is it to reassign partners to different admins on my staff? == | ||
| It's relatively easy. The "scope assignment" tool allows you to filter on partner names and their internally assigned admins, check off the partners that need to be reassigned, and select the new assignment. | It's relatively easy. The "scope assignment" tool allows you to filter on partner names and their internally assigned admins, check off the partners that need to be reassigned, and select the new assignment. | ||
| - | ==I tried to upload some new contacts, but they are being held due to 'Invalid Partner Location'?== | ||
| - | The Partner Contact Bulk Import assumes that there is an already set up partner and location. Should a match not be made, the application 'holds' the uploaded data so you can associate it to an account at a later time. | ||
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| - | ==On the Partner Summary screen, I did a search on a specific location tag and the list appears to exclude some locations that I know have this tag. Why is this?== | ||
| - | This is probably due to the 'Search only HQ' option being selected, which limits the potential results. You have the option of selecting 'Search all locations' which should yield the results that you are after. | ||
channeladmin_faq.1242324724.txt.gz ยท Last modified: 2009/05/14 18:12 by anthony