channelfunds_faq
Differences
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channelfunds_faq [2009/05/21 14:33] anthony |
channelfunds_faq [2013/07/17 17:42] (current) admin |
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| - | ==I maintain a spreadsheet with my partner fund amounts. How do I get those into your application? == | ||
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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. | ||
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| - | ==How can I assign different account managers to review funds requests for different partners? == | ||
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| - | 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". | ||
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| - | == How do I "roll over" unused funds account balances from one time period to another? == | ||
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| - | FIXME | ||
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| - | ==Is there a way that I can be notified when I need to do something with this system? == | ||
| - | FIXME //also, anthony's marketing oriented FAQ says these can be turned off in user prefs, but i don't see how. (?)// | ||
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| ==What do my partners see when they log into the system?== | ==What do my partners see when they log into the system?== | ||
| Your partners have access to: their budget lines, their current and historical activities, the create-a-new-activity | 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. | submission form, and an interface that allows them to change their password. | ||
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| - | ==What is the pre-approval section for and when would it come into play?== | ||
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| - | 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. | ||
| ==I notice that when I mouse-over items they become highlighted in either blue or yellow. Does that signify anything?== | ==I notice that when I mouse-over items they become highlighted in either blue or yellow. Does that signify anything?== | ||
| - | Yes. In either case, the mouse-over highlight signifies that an item is clickable for editing and additional functionality | + | 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. |
| - | 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. | + | |
| ==I want to edit the text of the system generated notification emails. Is there a way to do that?== | ==I want to edit the text of the system generated notification emails. Is there a way to do that?== | ||
| - | + | Yes, if you have the correct permission, you may edit emails beneath the System Admin menu item, and then selecting Tool Options. | |
| - | Yes. The funds setup screen FIXME //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. | + | |
| ==Who sees what in terms of scope?== | ==Who sees what in terms of scope?== | ||
| Partners only see their own activities and budget lines; admins see the partners and budget lines with which they are | 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 | + | associated. Please refer to [[channeladmin_faq]] for instructions on how to set the |
| - | scope. FIXME //anthony's faq mentioned both CAMs (need scope) and admins (can see everyone). obsolete?// | + | scope. |
| - | + | ||
| - | ==On the partner interface, there is a 'campaign' header for their list of activities. Why is that?== | + | |
| - | FIXME | + | |
channelfunds_faq.1242916418.txt.gz · Last modified: 2009/05/21 14:33 by anthony