The Menu structure is as below, note that some of these items are only visible when viewing certain screens.
Menu | File | Setup |
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| User | View |
| Links | Research | About |
Support Portal |
| Cases |
| Achievements |
| [As set in Database Area Setup] | In an Account Web Search | Extend Expiry / Add Users | |||
___________ | Cases >> | Case Categories Case Sources Case Status Case Types SLA _______________ Canned Responses Email Settings Manage Banned List Manage Email Templates | Email Campaigns >> | Campaign Scheduling Campaign Dashboard Campaign Results Campaign Data Analysis | Attached files |
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| [As set in Database Area Setup] | Global Configuration | ||
Filter | Export | Contacts >> | Contact Job Title Contact Titles Contact Type |
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Search |
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| Privacy >> | Removed Account Search Removed Contact Search | Change Columns | Current View >> | Edit Set As Area Default _____________
[Create Views in Setup > Panels > Panel View] |
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| Log Out | Documents >> | Account Documents Email Campaign Documents Web Forms Web Pages |
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| In an Account Find Duplicates | Account Additional Fields Contact Additional Fields History Additional Fields Project Additional Fields _______________ All Fields (Global) All Fields (Area: XXX) |
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| In an Account Copy | Field Selection >> | Account History Calendar Call History Case Panel Fields Contacts Customer Product Details Customer Product list External Calendar Fields Order Item List Order Panel Fields Project Info Fields Duplicate Fields | Daily Monthly Yearly _______________ Agent Call Status Assign log Change log Cases Log Calls Per Hour Current Status Detailed Access Log User monitor _______________ Achievements |
| Quick Calendar |
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| In an Account Copy Contacts | Gamification >> | Achievement Categories Achievement Criteria Achievements | Website Tracking >> | View Sites View Statistics |
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| Sales Order >> | Confirm Despatch Documents |
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| Panels >> | Panel Views Panels | ___________ |
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| Privacy >> | Privacy Details Template Processing Categories Processing Channels | Postcode Lookup >> | Matchcode Setup Postcode Anywhere |
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| Products >> | Discount Codes Groups Manufactures Products Status Tax codes | Salesforce.com >> | Download from Salesforce Upload to Salesforce _______________ Field Mapping Status Triggers |
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| Xero >> | Configure Xero Connection Export Select Fields Export Settings Import Select Fields Import Settings Logs |
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| Sales Order >> | Additional Fields Couriers Confirm Despatch Docs Invoice Documents Order Documents Order Additional Tabs Payment Methods Payment Terms |
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| User Profiles User scheduling User Teams |
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| More >> | Activities Countries Do Not Call Numbers Linked Field Dropdowns Owner Teams Scripts |
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