Contributions de l’utilisatrice Admiw

De Admiw discuter journal des blocages téléversements journaux
Une utilisatrice avec 2 220 modifications. Compte créé le 4 août 2020.
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5 février 2025

1 février 2025

29 janvier 2025

  • 16:4429 janvier 2025 à 16:44 diff hist −100‎ Portofolio/en ‎ Page créée avec « You must then select the user who will serve as a model and define what you want to recover: * Customer assignments ("commercial" fields on the Third Party file) * User rights (user "Permissions" tab) * User categories (we position the user in the same categories) »
  • 16:4329 janvier 2025 à 16:43 diff hist +271‎ N Translations:Portofolio/36/en ‎ Page créée avec « Finally, there are two check boxes to configure before launching the data recovery: * If you want to delete the rights of the model user (useful in the case of a departure but DANGEROUS) * If you want to first erase the existing rights of the user receiving the rights |} » actuelle
  • 16:4329 janvier 2025 à 16:43 diff hist −219‎ Portofolio/en ‎ Page créée avec « == Tabs == === Assigning projects by user === The purpose of this tab is to quickly add a user to several projects and tasks {| class="wikitable" |- style="vertical-align:top;" | 750px |} »
  • 16:4329 janvier 2025 à 16:43 diff hist +264‎ N Translations:Portofolio/35/en ‎ Page créée avec « You must then select the user who will serve as a model and define what you want to recover: * Customer assignments ("commercial" fields on the Third Party file) * User rights (user "Permissions" tab) * User categories (we position the user in the same categories) » actuelle
  • 16:4329 janvier 2025 à 16:43 diff hist +352‎ N Translations:Portofolio/34/en ‎ Page créée avec « === Turnover Management === The purpose of this tab is to quickly reassign the rights of one user to another. {| class="wikitable" |- style="vertical-align:top;" | 750px | To manage turnover, you must first position yourself on the user who will receive the new authorizations, then go to the "portofolio turnover" tab »
  • 16:4329 janvier 2025 à 16:43 diff hist −201‎ Portofolio/en ‎ Page créée avec « {| class="wikitable" |- style="vertical-align:top;" | 750px |Example of Outstanding Report by customer |} »
  • 16:4329 janvier 2025 à 16:43 diff hist +220‎ N Translations:Portofolio/33/en ‎ Page créée avec « == Tabs == === Assigning projects by user === The purpose of this tab is to quickly add a user to several projects and tasks {| class="wikitable" |- style="vertical-align:top;" | 750px |} »
  • 16:4229 janvier 2025 à 16:42 diff hist +152‎ N Translations:Portofolio/32/en ‎ Page créée avec « {| class="wikitable" |- style="vertical-align:top;" | 750px |Example of a Report of Encours by client |} »
  • 16:4229 janvier 2025 à 16:42 diff hist +145‎ N Translations:Portofolio/31/en ‎ Page créée avec « {| class="wikitable" |- style="vertical-align:top;" | 750px |Example of Outstanding Report by customer |} »
  • 16:4229 janvier 2025 à 16:42 diff hist −53‎ Portofolio/en ‎ Page créée avec « == Reports == Portofolio provides 3 reports related to the commercial relationship === Outstanding Invoicing by customer === »
  • 16:4229 janvier 2025 à 16:42 diff hist +124‎ N Translations:Portofolio/30/en ‎ Page créée avec « == Reports == Portofolio provides 3 reports related to the commercial relationship === Outstanding Invoicing by customer === »
  • 16:4229 janvier 2025 à 16:42 diff hist −338‎ Portofolio/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... »
  • 16:4129 janvier 2025 à 16:41 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... »
  • 16:4129 janvier 2025 à 16:41 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. |} »
  • 16:4129 janvier 2025 à 16:41 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. |} »
  • 16:4129 janvier 2025 à 16:41 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. |} »
  • 16:4129 janvier 2025 à 16:41 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... »
  • 16:4129 janvier 2025 à 16:41 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... »
  • 16:4129 janvier 2025 à 16:41 diff hist −310‎ Portofolio/en ‎ Page créée avec « |} »
  • 16:4029 janvier 2025 à 16:40 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... »
  • 16:4029 janvier 2025 à 16:40 diff hist +2‎ N Translations:Portofolio/24/en ‎ Page créée avec « |} » actuelle
  • 16:4029 janvier 2025 à 16:40 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 »
  • 16:4029 janvier 2025 à 16:40 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. »
  • 16:3929 janvier 2025 à 16:39 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
  • 16:3929 janvier 2025 à 16:39 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. »
  • 16:3929 janvier 2025 à 16:39 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. »
  • 16:3929 janvier 2025 à 16:39 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]... »
  • 16:3929 janvier 2025 à 16:39 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]... »
  • 16:3929 janvier 2025 à 16:39 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... »
  • 16:3929 janvier 2025 à 16:39 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
  • 16:3629 janvier 2025 à 16:36 diff hist +216‎ Portofolio ‎ Cette version a été marquée à traduire
  • 16:3529 janvier 2025 à 16:35 diff hist +1‎ Portofolio ‎Aucun résumé des modifications
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