Usage:

The Departments can be used in two different ways, depending on if the "For Call Manager" option is selected.  

 

Products: Each product may be identified by a Department. Once the departments are assigned to a product, DLCPM will be able to provide a break down of Cases, Sales, and Tasks by Departments as needed.

Call Manager: In addition to the departments used for production, DLCPM utilizes the departments for Calls, Sales, Customer Follow-up, and Customer Retention as part of the Customer Relation Management aspect of the business. If such a department is intended for this use, the field name "For Call Manager" should be set to True.

 

Notes: The Call Manager Departments are displayed when working with Customer Calls and the Production Departments are displayed when working with Cases and Task.

 

Navigation:     Administrator > Settings  or   V11 - Settingson Home Page > Global > Products & Tasks Lists > Departments

V11 - PT - Departments

Departments Maintenance form

 

hmtoggle_arrow1How to add a new Department

1.Click V11 - new and the New Value(s) form will open.    

2.Enter the Department name.

3.Select a Manager from the users added to DLCPM. The list of users can be found in the drop down list.

4.You have the option to check For Call Manager.

5.Enter Maxim Units.

6.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update a Department record

1.Select the Department you want to update by clicking on it.

2.Click V11 - modify long and the Edit Value(s) form will open.

3.You can change the Department Name, the Manager or the option For Call Manager.

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to delete a Department record

1.Select the Department you want to delete by clicking on it.

2.Click V11 - delete long

3.Select YES when prompted for confirmation. 

Please Note: Record will be deleted from the database, but you can add it back at any time.

 

See also:

Settings for more options