Slide 1

Slide notes: In the Contact Marketing application, the Administration functions include the Diary and Task Management. These functions work the same as elsewhere in IES Business, but from here they are simply flagged automatically as belonging to Contact Marketing.

 

 

 

Slide 2

Slide notes: Therefore, when we enter the Diary, the profile is already set for Contact Marketing, and as such the focus in the Diary is on Contact Marketing only.

 

 

 

Slide 3

Slide notes:

 

 

 

Slide 4

Slide notes:

 

 

 

Slide 5

Slide notes:

 

 

 

Slide 6

Slide notes: However, for a User to use the Contact Marketing Diary, he or she must be registered as part of the Contact Marketing Project in the Diary. We will have a quick look at where this is set up.

 

 

 

Slide 7

Slide notes:

 

 

 

Slide 8

Slide notes:

 

 

 

Slide 9

Slide notes:

 

 

 

Slide 10

Slide notes:

 

 

 

Slide 11

Slide notes:

 

 

 

Slide 12

Slide notes:

 

 

 

Slide 13

Slide notes:

 

 

 

Slide 14

Slide notes: So here we can see that a User can be part of the Contact Marketing Diary and have access to it.

 

 

 

Slide 15

Slide notes: It is quite the same with the Task Desk functions. Although there is no required registration to belong to the Contact Marketing project, there is nevertheless such a project at the Task Desk.  When the Task functions are used from here, the system automatically flags such tasks for Contact Marketing.

 

 

 

Slide 16

Slide notes:

 

 

 

Slide 17

Slide notes:

 

 

 

Slide 18

Slide notes: So the Diary and Task functions at Contact Marketing can be used as usual, yet with automatic Contact Marketing focus.