Contributions de l’utilisatrice Admiw

De Admiw discuter journal des blocages téléversements journaux
Une utilisatrice avec 2 415 modifications. Compte créé le 4 août 2020.
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29 janvier 2025

  • 17:4129 janvier 2025 à 17:41 diff hist +876‎ N Translations:Portofolio/29/en ‎ Page créée avec « === Assigning items to categories === From the Tools entry <strong>Patas-M > Portfolio > Category breakdown</strong>, display the page to select the items to assign to categories: {| class="wikitable" |- style="vertical-align:top;" | 850px |From the <strong>Item selection</strong> drop-down list, choose the items whose categories you want to modify among products, third parties, suppliers, members, contacts or users.<br> Se... »
  • 17:4129 janvier 2025 à 17:41 diff hist +350‎ N Translations:Portofolio/28/en ‎ Page créée avec « === Assigning users to user groups === From the <strong>Patas-M Tools > Portfolio > User Distribution</strong> entry, display the existing assignments between your users and groups. {| class="wikitable" |- style="vertical-align:top;" | 850px |Displays the existing assignments between your users and groups. |} »
  • 17:4129 janvier 2025 à 17:41 diff hist −46‎ Portofolio/en ‎ Page créée avec « === Assigning sales representatives to third parties === From the <strong>Patas-M Tools > Portfolio > Sales Representative Assignment</strong> entry, display the existing assignments between your users and your third parties. {| class="wikitable" |- style="vertical-align:top;" | 850px |Then check/uncheck the boxes of the users to assign as sales representatives to your third parties. |} »
  • 17:4129 janvier 2025 à 17:41 diff hist +429‎ N Translations:Portofolio/27/en ‎ Page créée avec « === Assigning sales representatives to third parties === From the <strong>Patas-M Tools > Portfolio > Sales Representative Assignment</strong> entry, display the existing assignments between your users and your third parties. {| class="wikitable" |- style="vertical-align:top;" | 850px |Then check/uncheck the boxes of the users to assign as sales representatives to your third parties. |} »
  • 17:4129 janvier 2025 à 17:41 diff hist −304‎ Portofolio/en ‎ Page créée avec « == Usage == Portofolio features are accessible from the main menu tab Patas-M Tools.<br> {| class="wikitable" |- style="vertical-align:top;" | 550px |Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as salespeople.<br><strong> - Salesperson Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong... »
  • 17:4129 janvier 2025 à 17:41 diff hist +1 751‎ N Translations:Portofolio/26/en ‎ Page créée avec « == Usage == Portofolio features are accessible from the main menu tab Patas-M Tools.<br> {| class="wikitable" |- style="vertical-align:top;" | 550px |Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as salespeople.<br><strong> - Salesperson Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong... »
  • 17:4129 janvier 2025 à 17:41 diff hist −310‎ Portofolio/en ‎ Page créée avec « |} »
  • 17:4029 janvier 2025 à 17:40 diff hist +844‎ N Translations:Portofolio/25/en ‎ Page créée avec « === Permissions === Access to the module's features can be restricted to existing users and groups or those created after the module's installation. Click on the icon indicated in the image to add a permission. {| class="wikitable" |- style="vertical-align:top;" | 850px |<strong>User and group permissions</strong><br>Access to the module's features can be restricted to users and groups, from their profile then Permissions ta... »
  • 17:4029 janvier 2025 à 17:40 diff hist +2‎ N Translations:Portofolio/24/en ‎ Page créée avec « |} » actuelle
  • 17:4029 janvier 2025 à 17:40 diff hist +441‎ N Translations:Portofolio/23/en ‎ Page créée avec « The last parameter section allows you to activate additional functions of the module: * Adds a button on the third party's file allowing it to be cloned (a reference to the old parent third party is kept) * Activates a function allowing the salesperson associated with the customer to be added as an email recipient * Activates a function adding the salesperson associated with the customer as an assigned person when creating an appointment »
  • 17:4029 janvier 2025 à 17:40 diff hist −63‎ Portofolio/en ‎ Page créée avec « The second configuration section is linked to the reporting screen, which will be explained later in the documentation. »
  • 17:3929 janvier 2025 à 17:39 diff hist +119‎ N Translations:Portofolio/22/en ‎ Page créée avec « The second configuration section is linked to the reporting screen, which will be explained later in the documentation. » actuelle
  • 17:3929 janvier 2025 à 17:39 diff hist −98‎ Portofolio/en ‎ Page créée avec « === Configuration === The module configuration is done from the modules administration page accessible via the Home > Configuration > Modules menus by clicking on the icon indicated in the image. {| class="wikitable" |- style="vertical-align:top;" | 800px | The first configuration section allows you to add scoring information on status changes. »
  • 17:3929 janvier 2025 à 17:39 diff hist +385‎ N Translations:Portofolio/21/en ‎ Page créée avec « === Configuration === The module configuration is done from the modules administration page accessible via the Home > Configuration > Modules menus by clicking on the icon indicated in the image. {| class="wikitable" |- style="vertical-align:top;" | 800px | The first configuration section allows you to add scoring information on status changes. »
  • 17:3929 janvier 2025 à 17:39 diff hist −110‎ Portofolio/en ‎ Page créée avec « == Settings == === Activation === To activate the module, open the module list page from the <strong>Home > Configuration > Modules/Applications > Patas-Tools > Portofolio</strong> menus.<br> {| class="wikitable" |- style="vertical-align:top;" | 850px |To activate the module, simply click on the button indicated in the image. |} {| class="wikitable" |- style="vertical-align:top;" | [[File:ModulePortofolio_Config7.png |850px]... »
  • 17:3929 janvier 2025 à 17:39 diff hist +642‎ N Translations:Portofolio/20/en ‎ Page créée avec « == Settings == === Activation === To activate the module, open the module list page from the <strong>Home > Configuration > Modules/Applications > Patas-Tools > Portofolio</strong> menus.<br> {| class="wikitable" |- style="vertical-align:top;" | 850px |To activate the module, simply click on the button indicated in the image. |} {| class="wikitable" |- style="vertical-align:top;" | [[File:ModulePortofolio_Config7.png |850px]... »
  • 17:3929 janvier 2025 à 17:39 diff hist −91‎ Portofolio/en ‎ Page créée avec « {| class="wikitable" |- style="vertical-align:top;" | File:portofolio-250x250.png | The Portofolio module allows the mass modification and assignment of sales representatives to third parties, products/services, users and contacts to groups and categories. |} == Presentation == === Features === The Portofolio Module allows the rapid assignment of:<br><strong>Assignments of sales representatives</strong> - Products/services, third parties, users and contacts t... »
  • 17:3929 janvier 2025 à 17:39 diff hist +646‎ N Translations:Portofolio/19/en ‎ Page créée avec « {| class="wikitable" |- style="vertical-align:top;" | File:portofolio-250x250.png | The Portofolio module allows the mass modification and assignment of sales representatives to third parties, products/services, users and contacts to groups and categories. |} == Presentation == === Features === The Portofolio Module allows the rapid assignment of:<br><strong>Assignments of sales representatives</strong> - Products/services, third parties, users and contacts t... » actuelle
  • 17:3629 janvier 2025 à 17:36 diff hist +216‎ Portofolio ‎ Cette version a été marquée à traduire
  • 17:3529 janvier 2025 à 17:35 diff hist +1‎ Portofolio ‎Aucun résumé des modifications
  • 17:3329 janvier 2025 à 17:33 diff hist 0‎ Portofolio ‎ →‎Configuration
  • 17:3229 janvier 2025 à 17:32 diff hist −2‎ Accueil ‎Aucun résumé des modifications
  • 17:3029 janvier 2025 à 17:30 diff hist +38‎ Portofolio ‎Aucun résumé des modifications
  • 17:2629 janvier 2025 à 17:26 diff hist +1 027‎ Translations:Portofolio/2/en ‎Aucun résumé des modifications actuelle Balise : Révocation manuelle
  • 17:2429 janvier 2025 à 17:24 diff hist −2‎ Portofolio ‎Aucun résumé des modifications
  • 17:2329 janvier 2025 à 17:23 diff hist −224‎ Portofolio ‎Aucun résumé des modifications
  • 16:5829 janvier 2025 à 16:58 diff hist +207‎ Portofolio ‎ Cette version a été marquée à traduire

23 janvier 2025

22 janvier 2025

19 janvier 2025

15 janvier 2025

2 janvier 2025

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