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Resources For Category "Reports"

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Activate Ticklers Notes Feature

Posted On: 06/06/2004	Last Updated On: 02/10/2010	Size:	6 K
Administrative procedure using Features Management to set up and activate tickler notes feature. PortalProdigy provides for the attachment of notes, event triggers and task assignments to records within many of the system’s features. Special fields are provided within each note allowing for categorization by status, type, follow-up date, and delegation contacts so that they may become part of any assortment of planning, reminding, delegating and task organizing systems that can be quickly configured to each organization’s private PortalProdigy installation based on their preference. This feature can function as a prospecting tool, task assigner, escalation system, relationship manager and more. An unlimited number of notes can be related to any contacts and searched and sorted on an assortment of data types.