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| − | '''[http://www.smartsimple.com/DotOrg/flash/Creating_a_User_viewlet_swf.html View It Here]'''
| + | #REDIRECT [[User#Manually Adding Users]] |
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| − | People are always added to some “level’ of the hierarchy, so when you wish to add a new person you must first select the appropriate organisational level.
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| − | 1. Click the '''Company''', [[Internal]] [[User|Users]] [[Menu|menu]].
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| − | The original person is displayed directly under the "root" organisation name. If you wish to add a new person to the root you click on the root organisation link.
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| − | 2. Click the '''organisation''' to which you wish to add the person.
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| − | 3. Click the '''New''', [[User]] [[Menu|menu]].
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| − | The '''New User – Quick Entry for Duplication Check''' window is displayed.
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| − | [[Image:Adduser.png]]
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| − | First name, last name, email address and phone number will be checked for duplicate entries.
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| − | If no potential duplicates are found, then the '''New User''' window is displayed.
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| − | [[Image:Adduser1.png]]
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| − | The company address has been added to the contact.
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| − | ==Standard People Fields==
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| − | The standard fields used to describe a person are:
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| − | * '''First Name''' - First Name of the person.
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| − | * '''Last Name''' - Last Name of the person.
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| − | * '''Title''' - Business title of the person.
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| − | * '''Prefix/Suffix''' - Prefix and suffix of the contact.
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| − | ** You may restrict the values in the Prefix/Suffix with a combo-box by editing the Prefix/Suffix [[Contact_and_Account_Standard_Fields|standard fields]] and entering a series of allowed values, separated by semicolons, in the ''Prefix Options'' or ''Suffix Options'' setting.
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| − | * '''Phone/Extension''' - Direct line for the person and their extension.
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| − | * '''E-mail''' - E-mail address. An email address is required to allow a user to log into the system.
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| − | * '''Primary Contact''' - Check box to indicate if this person is the primary contact at the organisation.
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| − | * '''Organisation''' - The organisation to which this person should be associated. Changing the organisation will “move’ that person to another organisation.
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| − | * '''Address''' - Street of the person – if different from their organisation.
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| − | * '''Address 2''' - Additional address line
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| − | * '''City''' - City address of the person – if different from their organisation.
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| − | * '''Province''' - Province address of the person – if different from their organisation.
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| − | * '''Country''' - Country of the person – if different from their organisation.
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| − | * '''Postal''' - Postal code of the person – if different from their organisation.
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| − | 1. Complete the [[User|user]] details.
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| − | [[Image:Adduser2.png]]
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| − | 2. Click the '''Save''' button.
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| − | Note that new [[Menu|menu]] items are enabled for the [[User|user]].
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| − | 3. Click the '''View User''' [[Menu|menu]].
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| − | [[Image:Adduser3.png]]
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| − | ==User Duplicate Checking==
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| − | In this exercise, you will attempt to create a new [[User|user]] of the same name.
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| − | 1. Choose the '''New''', [[User]] [[Menu|menu]].
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| − | 2. Enter the same contact details.
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| − | The Possible Duplicates window is displayed.
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| − | [[Image:Adduser4.png]]
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| − | Possible duplicates are displayed in chronological sequence from the most recently updated to the oldest.
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| − | This screen is used to:
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| − | '''Combine multiple contact records into a single record.'''
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| − | * Missing fields in the primary record are added in sequence from the other records.
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| − | * Activities and notes from all records are merged into the primary record.
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| − | * The '''Merged''' records are deleted.
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| − | '''Delete redundant records.'''
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| − | '''If the new record is actually different then you can continue and create the new record.'''
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| − | 3. Click on the [[User|user’s]] name to cancel the duplicate check and display the [[User|user]] record.
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| − | [[Category:System Management]][[Category:View It]]
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