Sales

If you wish your clients not to be able to accept and pay for Sales Contracts that have been delivered to them, but not yet paid or accepted, you can turn off the feature. From Sales > General Setup In the general sales setup section, tick the Hide “Manage My…

When assigning a Digital Campaign for a banner advert – you need to define the region or display point that the banner advert will be displayed on. To define regions, you can go to Sales > Web Banner Locations Upon loading this screen, you will see the existing regions defined,…

If you wish to be alerted to the fact that a Client might have an active Event listing when creating a Sales Campaign (or visa-versa), you can enable this on-screen clash monitoring. From Sales > General Setup go and tick the Event + Campaign Clash Monitoring option tick box and…

You can set up Profiler to auto-assign a responsibility for a client in the Prospect module based upon if: The client has no set responsibility The user making the interaction is defined as a “Auto-Assign” user The interaction has a reminder/follow up date Setup the Feature This is the instructions…

New functionality added to allow for the incorporating of charges into an existing invoice (not adding to the total), of adding to an invoice (increasing the total), and adding a new invoice, and then choosing to add/incorporate to that invoice. Create a new invoice If you make an adjustment for…

When creating a broadcast agreement, you can choose to assign this to a list of defined Agency clients. This list of clients are available in the selection by assigning a role code to those clients. Define the Role Go to the Sales > General Setup Module In the drop-down selection…