Portofolio/en: Revision history

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1 February 2025

29 January 2025

  • curprev 18:0018:00, 29 January 2025‎ Liam talk contribs‎ 8,142 bytes +1‎ No edit summary
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  • curprev 16:4416:44, 29 January 2025‎ Admiw talk contribs‎ 8,182 bytes −100‎ 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) »
  • curprev 16:4316:43, 29 January 2025‎ Admiw talk contribs‎ 8,282 bytes −219‎ 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 |} »
  • curprev 16:4316:43, 29 January 2025‎ Admiw talk contribs‎ 8,501 bytes −201‎ Page créée avec « {| class="wikitable" |- style="vertical-align:top;" | 750px |Example of Outstanding Report by customer |} »
  • curprev 16:4216:42, 29 January 2025‎ Admiw talk contribs‎ 8,702 bytes −53‎ Page créée avec « == Reports == Portofolio provides 3 reports related to the commercial relationship === Outstanding Invoicing by customer === »
  • curprev 16:4216:42, 29 January 2025‎ Admiw talk contribs‎ 8,755 bytes −338‎ 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... »
  • curprev 16:4116:41, 29 January 2025‎ Admiw talk contribs‎ 9,093 bytes −46‎ 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. |} »
  • curprev 16:4116:41, 29 January 2025‎ Admiw talk contribs‎ 9,139 bytes −304‎ 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... »
  • curprev 16:4116:41, 29 January 2025‎ Admiw talk contribs‎ 9,443 bytes −310‎ Page créée avec « |} »
  • curprev 16:4016:40, 29 January 2025‎ Admiw talk contribs‎ 9,753 bytes −63‎ Page créée avec « The second configuration section is linked to the reporting screen, which will be explained later in the documentation. »
  • curprev 16:3916:39, 29 January 2025‎ Admiw talk contribs‎ 9,816 bytes −98‎ 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. »
  • curprev 16:3916:39, 29 January 2025‎ Admiw talk contribs‎ 9,914 bytes −110‎ 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]... »
  • curprev 16:3916:39, 29 January 2025‎ Admiw talk contribs‎ 10,024 bytes −91‎ 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... »
  • curprev 16:3716:37, 29 January 2025‎ FuzzyBot talk contribs‎ 10,115 bytes +2,970‎ Mise à jour pour être en accord avec la nouvelle version de la source de la page
  • curprev 16:2016:20, 29 January 2025‎ Liam talk contribs‎ 7,145 bytes +1‎ No edit summary
  • curprev 16:1916:19, 29 January 2025‎ Liam talk contribs‎ 7,144 bytes −1,028‎ Contenu remplacé par « . »
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  • curprev 16:0416:04, 29 January 2025‎ Liam talk contribs‎ 8,172 bytes −512‎ Page créée avec « == Reports == Portofolio provides 3 reports related to the commercial relationship === Outstanding Invoicing by customer === »
  • curprev 16:0316:03, 29 January 2025‎ Liam talk contribs‎ 8,684 bytes −53‎ 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... »
  • curprev 16:0316:03, 29 January 2025‎ Liam talk contribs‎ 8,737 bytes −384‎ 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... »
  • curprev 16:0216:02, 29 January 2025‎ Liam talk contribs‎ 9,121 bytes −506‎ Page créée avec « |} »
  • curprev 16:0216:02, 29 January 2025‎ Liam talk contribs‎ 9,627 bytes −323‎ 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 »
  • curprev 16:0116:01, 29 January 2025‎ Liam talk contribs‎ 9,950 bytes −91‎ 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... »
  • curprev 16:0016:00, 29 January 2025‎ Liam talk contribs‎ 10,041 bytes +10,041‎ Page créée avec « Portofolio »
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