Additional Functions—Exercises
Main Exercise
Purpose: The purpose of this lesson is to
demonstrate the additional functions available for Definitions.
Windows:
Sales and Marketing
Administrator main window
Default Value
You can see a specific user's default settings by
following these steps:
- Click Definitions on the icon list
and select the Activities table in the Tables pane.
-
To add a default value to the
End Date field, select the field in the Field List pane.
-
On the Field Properties pane on the
right, click the button to the right of the Default Values field.
-
Default Value dialog box will be opened.
In the Get default value for user list, click SALESANDMARKETING as the user you want to get a default value.
.
-
Click Get to view the users default
values.
-
Click OK and verify that the default values
that are defined for a selected user in the middle section below, are
displayed.
Note: The black dot in the Set default value for
user(s) section, indicates that there are default values defined for the user(s).
Specify default values:
- Click Definitions on the icon list
and select the Activity table in the Tables pane.
- Select the End Date field in the Field List
pane as the field you want to add a default value to.
-
On the Field Properties pane on the
right, click the button to the right of the Default field.
-
The Default Value dialog box will be
opened. In the Get default value for user list, select the local
database user.
- In the Locked field, select No to unlock the
field.
- In the Default Active field, select
Yes to
make default values active in order to specify a new default value.
- In the
Choose Default Value list, click Today's Date as the
default value using the arrow button on the right of the field.
- Depending on the value you
select for a default value, the next field will display the type of the
selected default value.
- In the + or - days field enter 7.
- In the Set default value for checked users
area, select the user for the local database as the user to whom these default values should apply. (Make sure that you
clear the default
user check box).
- Click OK.
Note 1: In Sales and Marketing Client when a new
activity is added to an account, the end date for the activity will always have a
default start date + 7 days.
- Click Definitions on the icon list
and select the Opportunities table in the Tables pane.
- Click Table Properties
on the top right pane or right-click and select Table Attributes.
- On the dialog box that appears,
in the Controlling fields area, select the Status check box.
- Click OK.
Note: Both are single
choice fields and respective option
values need to be entered prior to the Dependent on Values setup.
- Select Order Value as the field you want to make dependent on specific value(s).
- In the Field Properties pane, click
the button to the right of the Dependent on Values field.
- On the dialog box that appears, select Controlling Type as Mandatory.
- Select Status as the controlling field. Double-click on the Order Placed,
Quoted and Confirmed Interest field names in the Values list or use the arrow buttons to move the field names.
- Click OK.
Note 1: In Sales and Marketing Client, when you
add a new opportunity for an account, if the Status field is equal to
Order Placed/Quoted/Confined Interest, you must enter a value in the Order
Value
field.
Note 2: The Group Operator
area can only be used when more
than one controlling field is used.
Option Dependency Enabled
- Click Definitions on the icon list and select the Contacts
table in the Tables pane.
- Select the Salutation single choice field.
- Select Option Dependency Enabled in the Field Properties
area by clicking the button to the right.
- On the window that appears, select Gender from the controlling
field list.
Note: The gender must have been defined as a controlling field in the
Table Properties area.
- In the Values area, click Female.
- Select the Dr, Miss, Mrs, Ms and Prof
check boxes on the options on the right. These are the salutation options
that will be available for a female contact.
- In the Values area, click Male.
- Select the Dr, Mr and Prof check boxes on the
options on the right.
- Click OK.
Enabling Microsoft Outlook
- Click Definitions on the icon
list and select the Activities table.
- In the Field List pane select the
Outlook label.
- In the Field Properties pane
on the right, select
Entry ID in the Outlook field.
-
In the Field List pane select the
Start Date label.
-
In the Field Properties pane select
Start Time in the Outlook field.
-
In the Field List pane select the End
Date label.
-
In the Field Properties pane select
Stop Time in the Outlook field.
-
In the Field Properties pane for the
Activity label, select Subject in the Outlook field.
-
In the Field Properties pane for the
Account Name field, select Location in the Outlook field.
-
In the Field Properties pane for the
Contact field, select Body in the Outlook field.
Execute the transfer function:
Launch Application: Sales & Marketing Client
- Highlight an Activity, right-click and select Add in the
Client program.
- Create your Activity.
- Select the Add to Outlook check box (which has been created in the above
step-by-step procedure).
- Click OK to save.
- The Activity is now transferred to your Microsoft Outlook Calendar.
Open Localizer
- On the File menu, select Open Localizer to start the IFS Sales & Marketing Localizer.
- Select different upload methods:
- In IFS Sales & Marketing Localizer choose
Import.
- Select type of import by selecting Browse.
- Select either the Overwrite existing data or
Ignore constraint violation check box.
- In the Language Selection area, select the
appropriate check box.
- Click Next.
- Click Finish to Import file.
- If there is more than one language file specified
for the database, a new window will be displayed at log on. From this
window, you can select a language you want to use.