Basic Functions—Exercises
Main Exercise
Purpose: The purpose of this exercises is to
introduce you
to the basic functionality for adding, updating and deleting a account/contact/activity/opportunity/campaign
and also to introduce the calendar functionality and how to edit multiple
records.
Windows:
The purpose of these exercises is to introduce you to the basic functions in
Sales & Marketing.
Adding, Updating and Deleting an Account
- Right-click in the
Result pane and click Add. A
dialog box appears (verify that the result list displays information about
accounts).
- Enter information such as Name, Address, Country etc. for a new
account.
-
Click OK to save the information and close the
dialog box.
- To edit account
information, select the relevant account from the result pane.
-
Right-click and select Edit.
-
On the dialog box that opens up, edit the necessary information and click OK to save the changes.
-
To
delete an account, select the relevant account from the result pane.
-
Right-click, select Delete and on the message that appears click Yes
to confirm.
Note 1: Alternatively, to add an account you can use the Add button on the
Record Edit toolbar and
select Account.
Note 2: When deleting an account, all related
information for the account will also get deleted. Once deleted, it can not be
undone.
Adding, Updating and Deleting a
Contact/Activity/Opportunity/Campaign
There are multiple ways to find and select which records to add, update and
delete in IFS Sales & Marketing. This exercise shows you different
ways to add records and one way to update and delete records.
Adding:
- Click the Account.Name button on the menu bar to obtain a list of
accounts in the
Result pane.
- Select BMW as your account.
- In the Relation View pane for
accounts, right-click on the
Contact folder and click Add.
- In the dialog box that appears, enter John Harvey-Jones as the contact
name, and CEO as the job role.
- Click OK to save the information and close the window.
- In the Relation View tabbed pane, click on the
Activities tab, right-click and then click Add.
- In the dialog box that appears, enter Phone as the activity,
set the start date and end date to today's date
and click OK. Keep this activity for a later exercise.
- Click the Add button on the Record Edit
toolbar, and select Opportunity.
- In the dialog box that appears, add a new sales opportunity one week
from today’s date. Status should be Unconfirmed Interest and the stage
Prospecting Customer. Click OK.
- Select the BMW record in the Accounts
tab in the Relation View tabbed pane. Drag and drop the
record to the
Result pane.
- Click the Add button on the Record Edit
toolbar, and select Campaign.
- In the Add Campaign dialog box that appears, enter a new E-mail campaign starting one week from today’s date, with a
duration of 2 weeks.
Note: The short cut keys for the add option are
listed in the Add button in the Record Edit toolbar.
Updating:
- In the Relation View pane for
accounts, right-click on the
Contact folder. Select a record and click Edit.
- In the dialog box that appears edit information as required. Click OK to
save the changes.
- Similarly, right click and click Edit on the
Activity,
Opportunity and Campaign folders and edit information in
the dialog boxes that appear. Click OK to save changes.
Deleting:
- In the Relation View pane for
accounts, right-click on the
Contact folder. Select a record and click Delete.
- Similarly, right click and click Delete on the
Activity,
Opportunity and
Campaign folders to delete records
as required.
Note: It is also possible to transfer a contact
from one account to another. To do this, simply right-click on the contact you
wish to transfer and select Cut or Copy. Select the account you
want the contact to be transferred to, click the
Contacts folder in the
Relation View pane for accounts, right-click and select Paste.
Editing Multiple Records
- Query for Account.Name beginning with A.
- In the
Result pane, select the
accounts
Agility and Co UK and American Airlines by simultaneously
pressing Ctrl and selecting the relevant row.
- Right-click on one of the records and then click
Edit.
- On the dialog box that appears, select All selected
rows check box.
- Select Web in
the Source field.
- Click OK to save the information and close
the Edit dialog box.
- In the Result pane, select the
Agility and Co UK and American Airlines records respectively, and in the
Detailed Information pane verify
that Web appears in the Source field.
Note: If you receive an error message that says
you are not allowed to perform multiple edit, contact your administrator to set
up the allow multiple edit function for the Source field in
Sales &
Marketing Administrator.
Calendar Functionality
Note: If you previously deleted your activity
record, create a new one for this exercise before you proceed.
- On the Calendar pane select today's
date (i.e., system date).
- Verify that the All Types and Items for
all users check boxes are enabled.
- Right-click on the date, and click Show selected Activities in result
to view the activities.
- Verify that at least one activity appears in the
Result pane.
- Verify that it is the activity that you entered
earlier.