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HOW TOs
How to Copy Page Settings from One User to Another
Sign in to Web Adjutant Click on the Setup page button Go to Application Setup >> Copy Page Settings at the bottom menu bar Select users from the People Lookup link or by typing in their name (a pop-up window will appear). Main User is the person being copied from and the User 2 is the person copying to Click Copy Settings after selecting users The Main User's pages will be copied over to the other user's web portal. How to Export User Settings
The Export [...]
[...] Organization record Sales Person: Search by the Sales Person's name that is tied to the Organization record Web Page: The organization's [...]
[...] Function Type: Collaboration Functions , CRM Functions , Enterprise Functions , Report Functions , Web Publishing Functions Report Type: Listed below are the individual reports from each Function
Collaboration Functions Space: Form: Knowledge Base: CRM Functions Space: Adjutant Alert: Calendar: Campaign List: Content List: Imported V Card: Follow ups: Last Viewed Organization Info: Local Time: Local Weather: Memo: My Address Book: Newly added Company: Newly added Contact: Notes: Notes (Module Page): Opportunity: Opportunity (Module Page): [...]
[...] been added to the Sales Order. * From this screen the user can edit the items quantity and any of the Configuration Questions Shopping Cart - Click to enlarge Fields
Swap Item The swap item function allow the user to change the item without losing any of the Configuration [...]
General Information
Default Menu Location : Web >> Create >> Expense Report Page Name : expense_rpt.cfm Function: The Expense Report page can be use to create new and view existing expense reports. You can also create amendments and search for old expense reports from this page. Expense Report - Click for full size
Data Fields and Buttons
Expense Report : The expense report number, date range, and resource name. Click the link to search for an old expense report. Resource : The resource/employee the expense report is tied to. Start/End Date : The [...]
General Information
The Export Organizations page allows you to export organization data to a Word document, Excel document, or directly to a mailing label format. You can export all organization fields, contact fields, and any User Defined Fields you have set up. Export Organizations Related [...]
[...] in the page. Alternatively, you might want to enable the Process Single Line Breaks options in the Configuration page. 1.8 - Special Tags The ScrewTurn Wiki [...]
[...] dblacklock@abismail.com 713-680-2247 x132 Senior Developer Thant Tun thant@abismail.com 713-680-2247 x188 Web Developer Greg Andrews gandrews@abismail.com [...]
Welcome to the Official Web Adjutant Wiki
Welcome to the official public [...]