Run your entire organization from the Internet

Resources For Category "Tickler & Notes"

Welcome to our knowledgebase. You may access the categories below. However, you must be an authorized user to view a more complete listing of Resource Categories which will only display after you properly login. You may also search by keywords and phrases. Again, authorized users are advised to login first because displayed search results are filtered against users' permissions. Click here to  search for resources by keywords.
Page 1
Activate Ticklers Notes Feature
 Posted On: 06/06/2004Last Updated On: 02/10/2010Size: 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 systemís 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 organizationís 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.

Add or Update a Tickler or Note - Assign a Task
 Posted On: 06/07/2004Last Updated On: 11/07/2008Size: 3 K  
Search for Ticklers and Notes
 Posted On: 06/08/2004Last Updated On: 08/01/2011Size: 2 K  
 Tickler & Notes feature can be used to manage a complex array of interactive activities including contact management..

Top of Page    Print
©2000-2022 Portal Prodigy, Inc.©1994-2022 Brolin Corporation