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EBSuite's CRM News, Tips & Latest Features


EBSuite's CRM Software New Features, User Tips, and Feedback

Thursday, June 15, 2006

Enhancement in our Calendar/Task

New features in our Calendar and Task.


1, Mouse-over display

In our application, as you mouse-over each Appointment/Task record on Appointment/Task summary page, a text box will display the details information for you.

Go to Calendar -> Appointment to reach the Appointment Summary page. When you move the mouse over an appointment record (please wait for one or two seconds), the detail of that appointment record is displayed in a pop-up text box for you.

Go to Task -> Task to reach the Task Summary page. When you move the mouse over a case record, the detail of that task record is displayed in a pop-up text box for you.

2, Appointment & Task Snapshot

Right now, you can setup snapshot layout for both Appointment and Task.

To Setup Appointment Snapshot Layout, go to Account -> Setup -> Snapshot Layout -> Appointment. Select fields you want to displayed in the snapshot from the list in the *Field column. The text you entered in the textboxes under Prompt column will be displayed before the value of the field you have selected. For example, select field "Name" and enter "Appointment Name" in the corresponding textboxes, "Appointment Name: appointment with Mr. John for coffee sale " will be displayed in the snapshot for " appointment with Mr. John for coffee sale ".

Tp setup Task Snapshot Layout, go to Account -> Setup -> Snapshot Layout -> Task. Select fields you want to displayed in the snapshot from the list in the *Field column. The text you entered in the textboxes under Prompt column will be displayed before the value of the field you have selected. For example, select field "Name" and enter "Task Name" in the corresponding textboxes, "Task Name: exchange views on trade contract" will be displayed in the snapshot for " exchange views on trade contract ".

3, Pop-up Editor for Task

In our application, we now provide a pop-up editor for you to easily to configure each of your task records. You can modify your task records on their Edit pages, or use the pop-up editor by clicking on the button on a Task Detail page (Edit mode or Read-only mode).

4, On-screen Alerts & Reminders

As you know, our application delivers the alerts and reminders as a page link. New on-screen Alerts & Reminders section, we list more detailed information of most recent alerts and reminders.

All alert and reminder records will be displayed in the box in a rolling way. Click on the Reminder & Alert link or the ... link in the drop-down list to view all alert & reminder records in a pop-up window, where you can reach/delete each alert/reminder. Click on the drop-down button to view the top five records which are displayed as links. Click on each link you can reach the detail information of each alert/reminder in a pop-up window, on which the URL link of the related item (appointment, case etc) is displayed for you.


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