·Edit Note:

oThis control allows the user to access the note text box in order to make changes to the lead note, this is also the general note of the lead.  

oThe following characters can be included in the body of the note in order to change the color of the PDA number field on the lead browse, this allows the user to mark the lead file for a specific purpose:

o  $:        Red

o @:        Blue

o %:        Green

o #:        Yellow

o &:        Maroon

o *:        Aqua

o ~:        Orange

o ^:        Navy

·Flag colour:

oThis control allows the user to select the colour of the flags.

oOnce the colour is selected it can be inserted into the flag columns by holding Ctrl + Alt and then clicking on the desired flag column.

oHolding Ctrl + Alt and then Right-clicking on the desired flag column will remove the flag.

This is an example of the Flags on the lead Browse

·Flag Legend:

oThis browse allows the user to insert a description of the specific flag colour in the specific flag column.

This is an example of the Flags legend

·Created By:

oThis field displays the user that created the note.

·Date:

oThis field displays the date on which the note was created.

·Time:

oThis field displays the time at which the note was created.

·Note:

oThis text box allows the user to insert a body for the lead.

·lead CRM Filter:

oThis allows the user to filter the CRM records according to certain criteria.

oLead and Task CRM: This option allows the user to view all the CRM records that were inserted for the lead tasks.

oLead and Obligation CRM: This option allows the user to view all the CRM records that were inserted for the lead obligations.

oAll lead CRM: This option allows the user to view all the CRM records that were inserted for the lead.

oLead CRM with No Attachments: This option allows the user to view all the CRM records that were inserted without attachments for the lead.

oLead CRM with Attachments: This option allows the user to view all the CRM records that were inserted with attachments for the lead.

·Show open CRM only:

oThis check box allows the user to view all the open CRM records for the selected lead.

·Add User:

oThis field displays which user inserted the CRM record.

·Status:

oThis field allows the user to select one of the following statuses for the specific task:

oPending: The status indicates that the task is not yet completed.

oCancelled: The status indicates that the task is cancelled.

oDone: The status indicates that the task has been completed (the completed by field will automatically display the user that changed the status to done).

·Sequence:

oThis indicates the order in which the tasks will appear on the list of tasks for the selected lead.

·Description:

oThis field displays the description for the selected task.

·Start Date:

oThis field allows the user to edit a start sate for the task (automatically inserted when the task is generated).

·Due Date:

oThis field allows the user to edit a due date for the task (automatically inserted when the task is generated).

·Created By:

oThis field displays the user that created the task by meeting the predetermined criteria.

·Assigned To:

oThis field allows the user to assign the task to a specific user (Can also be automatically inserted depending on which option was selected in the master data).

·Completed by:

oThis field displays the user that marked the task as done.

·Date Done:

oThis field displays the date on which the task was completed.

·Time Done:

oThis field displays the time at which the task was completed.

·Note:

oThis text box allows the user to insert a note for the task.

· Completed Selected Tasks:

oThis control allows the user to complete the selected task for the selected lead.

· Cancel Uncompleted tasks:

oThis control allows the user to cancel all uncompleted task for a selected lead.

· Tasks not yet generated:

oThis control allows the user to display a list of Master tasks that have not yet been generated for the specific lead (This could be due to specific criteria not yet met).

· View Task CRM:

oThis control allows the user to view all Task CRM records inserted for the selected lead task.

·Filter By Consultant:

oThis check box allows the user to filter the lead browse according to a specific consultant.

oThis check box also makes an additional browse available with the following 3 tabs by which to filter the lead browse:

oFilter by DC: This tab allows the user to filter the list according to a specific DC consultant.

oFilter by Sales Consultant: This tab allows the user to filter the list according to a specific sales consultant.

oFilter by budget consultant: This tab allows the user to filter the list according to a specific budget.

This is an example of a legend in the lead browse.