Index

A C E F I M O P S

A

Action Plan program (P01401), 2.9

activities

adding to a contact, 8.4.4

linking to an action plan, 8.4.5

Activity program (P01301), 2.9

Address Book program (P01012), 2.7

advanced catalog search, 5.4.1.4, 5.4.5

advanced item search, 5.4.1.5, 5.4.4

C

call plan templates, 9.2, 9.3

call plans, 2.9

catalogs

accessing, 5.4.1.1

hierarchy, 5.4.1.3

multiple select mode, 5.4.1.2

single select mode, 5.4.1.2

understanding, 2.5

Class Email program (P90CA500), 2.10

commissions, 4.1.1.2

contacts

activities, 8.4, 8.4.3

assigning activities to, 7.3.5

assigning cases to, 7.3.5

assigning opportunities to, 7.3.6

entering related people, 8.3.5

modifying, 8.3.3

modifying customer contacts, 6.3.9

modifying electronic address, 8.3.4

modifying phone information, 8.3.4

modifying related people, 8.3.5

profiles, 8.3.6

removing activities, 7.3.5

removing cases, 7.3.5

removing opportunities, 7.3.6

understanding, 2.8

viewing address information, 8.3.3

viewing customer contacts, 6.3.9

viewing electronic address, 8.3.4

viewing phone information, 8.3.4

CRM Constants

setting up, 3.2.3

usage, 3.2.1

CRM Contact program (P90CA070), 2.8

CRM Customer Detail program (P90CA080)

processing options, 6.2.4

usage, 2.6, 6.1

CRM fundamentals applications, 2.2

CRM_Constants program (P90CA000), 2.3, 3.2

customers

activities, 6.3.11

address information, 6.3.4

attaching partners, 6.3.10

case information, 6.5.4

entering basic information, 6.2

entering customer ordering options, 6.3.6

entering customer pricing options, 6.3.6

entering customer shipping options, 6.3.6

entering financial information, 6.3.5

entering service information, 6.3.7

equipment master information, 6.5.2

opportunities, 6.4.4

pipeline, 6.4.5

quotes, 6.4.6

E

email distribution groups

adding groups, 10.3.6

adding individuals, 10.3.6

email groups

adding a person, 10.2.4

creating, 10.2.3

removing a person, 10.2.4

email merge

setup, 10.4.3

tokens, 10.4.4

understanding, 2.10

usage, 10.4

emails

attachments, 10.3.5

creating, 10.3.4

managing, 10.3

modifying, 10.3.3

sending, 10.3.7

tracking, 10.3.8

viewing, 10.3.3

Employee Detail Program (P90CA040)

processing options, 4.1.8

usage, 2.4, 4.1.1

Employee Processing Options Program (P90CA043)

processing options, 4.1.9

usage, 2.4, 4.1.1

employees

accounts payable information, 4.1.1.2

accounts receivable information, 4.1.1.2

address book information, 4.1.1.2

assigning partners to, 4.1.6

bank account information, 4.1.1.2

commission information, 4.1.1.2

contact information, 4.1.1.2

overview, 4.1.1

provider groups, 4.1.1.1

regional information, 4.1.1.2

setting up, 4.1

setting up service provider information, 4.1.5

F

F0101 Address Book Master Table, 4.1.1

F0111 Address Book - Who's Who Table, 4.1.1

F4210UR F4201 CRM User Reserved Tag File, 3.2.1

F4211UR F4211 CRM User Reserved Tag File, 3.2.1

I

Item Catalog program (P90CA106), 2.5, 5.4.6

M

mail merge

creating templates, 10.5.3

processing, 10.5.4

understanding, 2.10

wizard, 10.5

O

ordering options, 6.3.6

P

P01012 (Address Book), 2.7

P01301 (Activity), 2.9

P01401 (Action Plan), 2.9

P90CA000 (CRM Constants), 2.3

P90CA040 Employee Detail Program (P90CA040)

processing options, 4.1.8

usage, 4.1.1

P90CA043 Employee Processing Options Program (P90CA043)

processing options, 4.1.9

usage, 4.1.1

P90CA070 (CRM Contact), 2.8

P90CA080 (CRM Customer Detail), 2.6, 6.1

P90CA106 (Item Catalog), 2.5, 5.4.6

P90CA500 (Class Email), 2.10

Partner - Work With Addresses form, 7.2.4

partners

activities, 7.3.4, 7.3.4

adding, 7.2, 7.2.4

cases, 7.3.4, 7.3.4

customers, 7.3.3, 7.3.3

employees, 7.3.3, 7.3.3

items, 7.3.3, 7.3.3

leads, 7.3.3, 7.3.3

managing, 7

opportunities, 7.3.4, 7.3.4

understanding, 2.7

viewing general information, 7.3

pricing options, 6.3.6

provider groups, 4.1.1.1

S

shipping options, 6.3.6