Sales
Purchases
Nominal
Stock
Processing
Setup
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Setup
Suppliers
Utilities
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Reports
Favourite Reports
Define Import
Import Product Files
Management
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Analysis
Today
Marketing
Price Manager
CRM
Admin Settings
Designer
Horizon Settings
User Options
FAQ
HTTPS
Horizon Customer Relationship Management Online Support
1. User Options
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1.1 Login Options
1.2 Security Options
2. Management / Setup
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2.1 User Defined Fields (UDF's)
2.1.1 Trader UDF's
2.1.2 Contact UDF's
2.2 List Values (Action Options)
2.2.1 Adding a new List Value
2.2.2 Deleting a List Value
2.3 Alerts
2.4 Settings
2.4.1 Default Campaign
2.4.2 Importing Actions
2.4.3 Importing Trader UDF's Information
2.4.4 Importing Contact UDF's Information
2.4.5 Copy Action Description into an Action Note
3. Actions
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3.1 Action Screen
3.1.1 Tabs and their Meanings
3.1.2 Selection Options
3.1.3 Rescheduling Actions
3.1.4 Reassigning Actions
3.2 Action (Pop-up) Screen
3.2.1 Action Details
3.2.2 Shortcuts
3.2.3 Action Status
3.2.4 Action History
3.2.5 Customer
3.2.6 Contact
3.2.7 Alerts
3.3 Create An Action
3.4 Adding a Note onto a Action
3.5 Alter an Existing Action Note
3.6 Append an Existing Action Note
3.7 Complete an Action
4. Actions Calendar
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4.1 Actions Calendar Screen
4.2 No Actions Displayed
4.3 Changing the Date
5. Overview
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5.1 Overview Screen.
5.2 Creating Actions from the Overvierw screen.
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