Sales

  Purchases

  Nominal

  Stock

  Processing

  Setup [+] [-]

  • Setup
  • Suppliers

  Utilities [+] [-]

  • Reports
  • Favourite Reports
  • Define Import
  • Import Product Files

  Management [+] [-]

  • Analysis
  • Today
  • Marketing
  • Price Manager

  CRM

  Admin Settings

  Designer

  Horizon Settings

  User Options

  FAQ

  HTTPS

Horizon Customer Relationship Management Online Support

1. User Options [+] [-]

  • 1.1 Login Options
  • 1.2 Security Options

2. Management / Setup [+] [-]

  • 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 [+] [-]

  • 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 [+] [-]

  • 4.1 Actions Calendar Screen
  • 4.2 No Actions Displayed
  • 4.3 Changing the Date

5. Overview [+] [-]

  • 5.1 Overview Screen.
  • 5.2 Creating Actions from the Overvierw screen.

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