Newsletter April 2006 Issue 17
- 1 New Features - Interface Changes
- 2 New Features - Functional Changes
- 3 New Features - Security Changes
- 4 Training
New Features - Interface Changes
New View for Contact, Company and Opportunity
We have changed the view pages for these key pages to simplify the interface.
New Company Page
New User Page
New Opportunity Page
Multi-level Companies Display
When viewing organisations in the list view the organisation name is now displayed with their "parent" organisation.
This makes it easy to determine if the organisation is actually a subsidiary of another organisation.
New Features - Functional Changes
Custom Field File Search
You can now associate people with an organisation even though they are not actual contacts at the organisation.
This feature is useful if you need to assign multiple internal staff to an account (account manager, customer support representative, accounting person). Alternatively, you may have a consultant associated with one account that actually works at another account.
Calculation Formulas in Sales Tracking
To forecast revenue accurately it is important to be able to calculate the opportunity value or percentage based on factors associated with the organisation or the opportunity.
So we have added a formula builder within the Sales Tracking template to support this type of calculation. To view the formula builder:
1. Go to Sales Tracking.
2. Click the Settings tab.
3. Click the Template link.
4. Select the required template.
5. Edit the template.
The formula builder is displayed at the bottom of the page.
You can use values from the account profile or the opportunity profile to calculate the value of the deal or the percentage odds of closing the deal.
This is an important enhancement if you plan to use the UTA to track and display information taken from external sources such as your ERP systems. You can review the setting under Global Settings, Autoloader menu.
New Features - Security Changes
1. Open any user's Roles and Access page.
2. Click the Workstation Key icon.
3. Use the Current Workstation to install a key on the workstation you are currently using.
You can also use these options to disable the key settings for troubleshooting or to allow the user to log in from another workstation.
Our Toronto classroom is fully operational and courses are scheduled between now and October, 2008.
Click on the links below to see the course outlines and 2008 training schedule. Please contact mailto:email@example.com if you would like to register.