Many of the record types in CPM have the same basic information as shown on the example appointment screen.
Import: Allows using a template record to pre-fill many of the fields.
Appointment: The first field allows typing in a general description of the record.
Assigned to: Clicking F8 pulls from the Browse Users list to allow assignment to any user.
When a task is assigned to another user it becomes private to both the assigned and assignee. When assigning a record to a user and the browse users box displays, the current user will be indicated with a green checkmark.
Details: Type in a more detailed description
Location: This field is only for appointments
Related To This option allows connecting data throughout the system. For example, a call may be related to a particular customer. Pressing F8 here brings up the Browse all screen. See more details on this under the description of the search all Function.
Date: This field as with all date fields in RFMS if you hit the D key it will fill in today's date, or type in a date or click F8 to bring up a calendar and then choose the date.
Much of the Record Information is automatically updated by the software:
Date/Time Created
Created By
Date/Time Edited
Edited by
Check to make a record inactive.
Choose the Viewing Rights as either Private or Public. If a job is marked Private, it will now be private not only to the 'Created By' user. It includes the user that the item is assigned to, as follows:
Moisture Tests: Created By & Tested By
Letters: Created By & Sent By
Appointments, Tasks, and Alerts: Created By & Assigned To
Ups: Created By & Salesperson
This has the effect of creating a private record between the Created By user and the Assigned To user.
This is very important as each person will be able to view only their own private records plus all public records. A search within each record type will allow choosing to view only private records or only public records or both. If a record begins as public only the record creator or the administrator can change it to private.
These new records will default to public:
Appointments
Alerts (All System Generate Alerts are Public)
Letters
Tasks
Remarks
Projects
Project Tests
Prospects (All Customers are Public)
Contacts
Salesperson Ups
Comments
Article is closed for comments.