Documentation
Documentation
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The system has a funds import tool that allows you to upload an XLS document into the application. The system allows you to map fields within your existing spreadsheet to the expected fields of the app.
The system administrator must give the account managers the co-op reimbursement permission, and also put the appropriate partners in each account manager's “scope”.
also, anthony's marketing oriented FAQ says these can be turned off in user prefs, but i don't see how. (?)
Your partners have access to: their budget lines, their current and historical activities, the create-a-new-activity submission form, and an interface that allows them to change their password.
Certain companies require that an activity be 'pre-approved' prior to the partner moving ahead with the MDF/Co-Op funded activity. The channelFUNDS application supports these types of rules by providing an optional pre-approval area within the activity form. This allows CAMs the ability to acknowledge their pre-approval, should they wish to do so. The system notes who and when a pre-approval was made. If your co-op program doesn't require this step, then you do not have to use this section.
Yes. In either case, the mouse-over highlight signifies that an item is clickable for editing and additional functionality purposes. Usually clicking on a yellow highlight will allow you to make an edit, while clicking on a blue highlight will open up an area for additional inputs.
Yes. The funds setup screen where is this and what is it called? allows you to turn on and off (via checkbox) the notification emails, and if you click on View, will allow you to edit the text of the outgoing emails.
Partners only see their own activities and budget lines; admins see the partners and budget lines with which they are associated. Please refer to channeladmin_faq for instructions on how to set scope. anthony's faq mentioned both CAMs (need scope) and admins (can see everyone). obsolete?
No problem. The closed activities are still available and editable by admins. If needed, admins can re-open the activity for partner input.