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| Both sides previous revision Previous revision Next revision | Previous revision | ||
| sa_maintenence_1 [2019/09/17 17:13] – [Document Templates] Justin Willey | sa_maintenence_1 [2023/04/17 10:11] (current) – [Boilerplate Text] Shelley Hunter | ||
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| Full instructions for configuring Boiler Plate Text [[hat_12|are given here]]. | Full instructions for configuring Boiler Plate Text [[hat_12|are given here]]. | ||
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| + | If you have a long list of Boiler Plate Text it is possible to split the list to make it more readable by setting a value in General Setting, group of Layout, number 1850 Menu Break Split. | ||
| **(2.3.5+)**Convert Boiler Plate Text: [[convert_boilerplate|Click here]] WIP | **(2.3.5+)**Convert Boiler Plate Text: [[convert_boilerplate|Click here]] WIP | ||
| ==== E-mail Signatures ==== | ==== E-mail Signatures ==== | ||
| - | Emails can be automatically ended with the company email signature in plain text. It will pick up the User Details as appropriate such as name, title, email address, division, etc.. as well as text sections. [[hat_25|See here for information about the syntax used.]] **Note:** This should be set under the supervision of the IQX Installation staff | + | Emails can be automatically ended with the company email signature in plain text. It will pick up the User Details as appropriate such as name, title, email address, division, etc.. as well as text sections. From version 2.21.8+ there is a preview button to assist when you are drafting the signature. [[hat_25|See here for information about the syntax used.]] |
| + | **Note:** This should be set under the supervision of the IQX Installation staff | ||
| ==== Contact Event Types ==== | ==== Contact Event Types ==== | ||
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| These fixed states cannot be deleted, however the Name can be edited. A Fourth default state of **Supplier** is provided in the database. Add others if required. **Sort Order** and **Grid Order** organise the position of the lines in a list or grid. | These fixed states cannot be deleted, however the Name can be edited. A Fourth default state of **Supplier** is provided in the database. Add others if required. **Sort Order** and **Grid Order** organise the position of the lines in a list or grid. | ||
| + | \\ | ||
| + | generally the default state of a new client record is P, if you wish to have a different initial state set General Setting group of Settings number 3350 ' | ||
| ==== Company Sales States ==== | ==== Company Sales States ==== | ||
| - | WIP | + | \\ |
| + | For use in conjunction with the Sales Consultant role. Set up the different states for your prospect companies e.g. hot, cool and sales consultants will see an a new field for Company Sales State on the company record which they can set. | ||
| ==== Person States ==== | ==== Person States ==== | ||
| There are four fixed states for organising People. The State reflects what the Applicant is currently wanting – therefore if they are currently Placed but wanting to move their State can be changed to Current. Searches look for Current Applicants by default: | There are four fixed states for organising People. The State reflects what the Applicant is currently wanting – therefore if they are currently Placed but wanting to move their State can be changed to Current. Searches look for Current Applicants by default: | ||
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| * Placed Elsewhere by others | * Placed Elsewhere by others | ||
| - | [[iqxw:// | + | \\ If required states can be divisionalised so that they only appear for those users that are in the same division as the progress state (version 2.21.4 onwards). |
| + | |||
| + | [[iqxw:// | ||
| ==== Contact Departments ==== | ==== Contact Departments ==== | ||
| Contact Departments gives the opportunity to set possible values for the Department fields on Company Contacts. This is a free text field, but if Contact Departments are entered, these will be offered as options in a drop down list. On a Contact record the Contact Department field is filtered according to the logged in users IQX Department. NB there is no other connection between IQX Departments (defined in Agency Setup | Departments and Contact Departments - they are distinct entities). | Contact Departments gives the opportunity to set possible values for the Department fields on Company Contacts. This is a free text field, but if Contact Departments are entered, these will be offered as options in a drop down list. On a Contact record the Contact Department field is filtered according to the logged in users IQX Department. NB there is no other connection between IQX Departments (defined in Agency Setup | Departments and Contact Departments - they are distinct entities). | ||
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| ==== SMTP Settings ==== | ==== SMTP Settings ==== | ||
| - | SMTP user profiles for use by IQXHUB Services etc.WIP | + | SMTP user profiles for use by IQXHUB Services etc. \\ \\ If your email provider enforces two-factor authentication, |
| ==== Agency Questionnaire ==== | ==== Agency Questionnaire ==== | ||
Justin Willey