Release 14 Reference Guide Final Draft Jan

Quick Guide Release Version 14 - Nov 2007
Ideal CRM Release Version 14
Quick Guide
Index
Index........................................................................................................... ...........................2
Introduction Ideal CRM improvements Version 14 from November 2007 ..............................3
Inline Edit................................................................................................. ..............................4
Action Bar: Recently Viewed................................................................................................. ..5
Action Bar: Favorite Records and Favorite Lists........................................................ .............6
Search Customization.................................................................................. ..........................8
Improved List Management................................................................................. .................10
Homepage Customization............................................................................. .......................16
Expand and Collapse:............................................................................... ...........................18
Action Bar Personalization:.............................................................................................. .....19
Change of User Interface........................................................................ .............................20
Delegated Users............................................................................................................... ....22
Smart Associations................................................................................................... ............25
12 Cascaded Pick Lists................................................................................. ......................27
13 Mulit Select Pick Lists.......................................................................................... ...........28
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Ideal CRM QuickVersion
Guide 14
Quick Guide
Introduction Ideal CRM improvements Version 14 from November 2007
Easier to Search and Manage data:
1. Inline Edit: Change data directly in the fields. No more need to switch to Edit mode.
2. Action Bar: recently viewed data & add favorite records and lists.
3. Search customization: Users are able to add fields to the search criteria
4. Improved List Management: More possibilities to define selections. Also, it will be

possible to edit data directly in the list.
Increased possibilities to customize Look and Feel & lay-out:
5. Homepage customization: customize the lay out
6. Expand and collapse views: hide and unhide data
7. Action Bar personalization: create your own action bar
8. Change Look and Feel
Other
9. Delegated users: an easy way to provide access to your data to another user for
example holiday back-up or temporary support
10. Smart Associations: increased possibilities to link records
11. Cascaded Pick Lists: value of one pick list depending on parent pick list
12. Multi Select Pick Lists: more then one value can be selected
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Inline Edit
Explanation:
To change content, you can simply click a field in a List or a details page. This feature
avoids clicking the Edit button before changes can be made. Users can directly click the field
which data should be changed and make the modifications directly and get a result with a
minimum of mouse clicks.
Example:
Change the Site Name.

Navigate to the field Site Name and click to open
Make your change, then click on Save (or if you do not want to save the changes).
Attention: the application does not have an “Undo” functionality. Use this functionality with
accuracy to avoid unwanted changes.
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Action Bar: Recently Viewed
Explanation:
Each time when a detail page of a record is opened this record will be added to the
Recently Viewed section. This section contains maximum 10 records. In the current version
the History will be lost after closing down.
In Version 14 after closing down and logging on again the latest 10 records of the last
session still will remainbe visible.
Example:
By clicking on one of these Recently Viewed record links it will open directly.
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Action Bar: Favorite Records and Favorite Lists
Explanation:
Frequently used Records and Lists can be directly stored in the Favorite Records
section and Favorite Lists section of the Action Bar. This allows you to retrieve this data
with just one mouse click. Records and Lists can be added directly to the Favorites sections
by clicking on the Add Favorite button .
Example:
Click on Add Favorite button of the record:
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Click on Add Favorite button of the list:
The favorite Account record and favorite List are added to the Favorites in the Action Bar.
You can add multiple records and lists.
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Quick Guide
Search Customization
Explanation:
Two new search features for finding records are available to:
 Change default record for Search Box in the Action Bar and add new search criteria
 Save search parameters as a new list
1 Fields that are more appropriate for searching can be included in the Search criteria,
e.g. Account internal ID. A default Search Box can be created per role.
2 Each Search Selection can be saved as a List for future use.
Example:
Change the default record type in the Search Box by using the My Setup link to go to your
Personal Lay Out section and click on Personal Profile:
Then click on My Profile:
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Find the field “Default Search Record Type”:
Choose the appropriate record type and click to save.
Add new Search Criteria:
The fields Account Internal Id and VAT ID Nr are now available to the
Account search criteria.
Attention: Only the General Administrator can make these changes;
requests need to be addressed via the Local Administrator
For saving the results of the Search Selection as a List for future use:
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The Search for Account Internal Id starting with “123” results in a list that contains all Account
Records that match the search. If this search needs to be performed regularly you can save
this as a List by using the Menu function, choosing the option Save List. Give the List a name
and then click Save and Run.
Improved List Management
Explanation:
Already in Version 12 creating Lists enables users to only find subsets of data instead of
all data. In this way specific records can efficiently be found. Furthermore Lists form the first
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Quick Guide
step to perform mass updates or mass deletions. Finally users who work with the Off Line
version also need to create a list before they can download data.
Version 14 offers more options for defining filter criteria and narrowing results by using the
Refine List and Quick Filter options.
Also Lists can be shared by specific other Users based on Role Specific accessibility.
Example:
Lists are available on every Section’s Homepage. The manage Lists link always opens all
available Lists.
To create a new, personalized List click on the New button.
Make a choice which results you want to retrieve:
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To avoid the Case Sensitive issue you can check the check box Case Insensitive
After choosing the correct field, condition and filter value you can modify the columns of the
report by moving into the Display Columns and Sort Order section:
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Use the arrow keys to add fields or change positions. If you would like to save the list, click
on the “Save” button.
Give your list a unique name and define if this list. Depending on your role and privileges you
are able to make this list public or Role Specific.
If you have finished click “Save and Run”.
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The management of Lists has become more transparent.
By using the Menu button you are able to quickly make changes to the List (Refine List) or
use a List to perform a Batch Delete action, Export or a Mass Update. (Depending on the
privileges per role some users may not able to perform one or more of these actions!)
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Homepage Customization
Explanation:
Homepages can be customized managed by individual users to best fit their needs. This
concerns:
 My Homepage
 Accounts homepage
 Contacts homepage
 Leads homepage
 Opportunities/Services homepage
Example:
Use the My Setup link to go to your Personal Lay Out section and click on Personal Lay Out:
Choose the appropriate Homepage to be customized:
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Use arrow buttons to modify lay out and click Save
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Expand and Collapse:
Explanation:
To avoid scrolling and to hide non-interesting information, users can expand and
collapse individual sections of forms.
Example:
By clicking on the button, sections can be collapsed; by clicking on the button

sections can be expanded.
Within one user session the application uses the latest setting for all other records of the
same record type.
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Action Bar Personalization:
Explanation:
The Action Bar is a helpful tool for searching and creating records quickly. The Action Bar
is always situated on the left side of each page. It’s possible to customize the lay out of the
Action Bar.
Example:
Use the My Setup link to go to your Personal Lay Out section and click on Personal Lay Out:
Click on the Action Bar Layout link
Use arrow buttons to modify lay out and click Save. (Sections placed in the “Available
Sections” will not be visible in the application)
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Change of User Interface
Explanation
Version 14 gives the user the availability to choose from 3 different Look and Feel settings.
The available themes are:
 Classic
 Contemporary
 Oracle
Users can change to another view via the Personal Profile Page.
Example:
Change the Theme Name by using the My Setup link to go to your Personal Lay Out section
and click on Personal Profile:
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Find the field “Theme Name”:
Choose the appropriate record type and click to save.
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Delegated Users
Explanation:
A User can provide access to his/her records by adding another User to the Delegated
User’s List. This is a useful feature when a user supports multiple people & needs to view
all records belonging to those people.
Example:
Add Delegated Users by using the My Setup link to go to your Personal Lay Out section and
click on Personal Profile:
Find the page Section Delegated Users and click Add Users
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Find the User you want to add as Delegated User and choose the appropriate Delegated
User Role. Then click Save
Delegated Users then can choose which set of records they want to work with: when they
click the Look In button they are able to switch to the records of persons that made him a
Delegated User:
Choose the appropriate User and click ok
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All records of the original Owner are presented and available for updating
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Smart Associations
Explanation:
Smart Associations make it easier to link different records types, such as:
 Accounts
 Contacts
 Opportunities/Services
 Activities
When a user clicks on a Look Up icon a look up windows opens with a list of records. In
some cases the list is filtered by the values in other fields, for example a list of Contacts
related to an Account
Example:
If you would like to add contact persons to a Task, only the contact persons related to the
Associated Account will be presented:
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List of available Contact Persons:
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12 Cascaded Pick Lists
Explanation:
A cascading pick list is a pick list that provides a list of values based on the value selected in
a parent pick list. Because Ideal is used internationally we now can provide you with just the
relevant, country used values instead of the complete pick list.
Example:
The field “Territory (new)” is used as Parent Pick List for the field Current Supplier. The value
“Fr. Dir. Devt Collect Loc” returns only values interesting for Users working in this territory.
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The Value “NL Eurest B&I” returns a different set of values.
13 Mulit Select Pick Lists
Explanation:
A multi select Pick List allows you to select more then one value into a field.
Example:
When the cursor is moved to the field Hobbies you can modify this field directly by the Inline
Edit functionality. By clicking on the looking glass the available choices are presented.
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By using the arrows a user can select multiple values from the Available box and transfer into
Selected. If necessary the selection can be sorted alphabetically.
After saving the field Hobbies is populated with multiple values:
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Note:
For more explanation or other questions regarding the functionalities and use of Ideal
Version 14, please contact your local administrator.
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Quick Guide Release Version 14 - Nov 2007

Ideal CRM Release Version 14

Introduction Ideal CRM improvements Version 14 from November 2007

Easier to Search and Manage data:

4. Improved List Management: More possibilities to define selections. Also, it will be

Increased possibilities to customize Look and Feel & lay-out:

5. Homepage customization: customize the lay out

6. Expand and collapse views: hide and unhide data

7. Action Bar personalization: create your own action bar

8. Change Look and Feel

10. Smart Associations: increased possibilities to link records

Change the Site Name.

Action Bar: Recently Viewed

Action Bar: Favorite Records and Favorite Lists

by clicking on the Add Favorite button .

Click on Add Favorite button of the record:

Click on Add Favorite button of the list:

You can add multiple records and lists.

2 Each Search Selection can be saved as a List for future use.

Then click on My Profile:

Find the field “Default Search Record Type”:

Choose the appropriate record type and click to save.

Add new Search Criteria:

Improved List Management

To create a new, personalized List click on the New button.

Make a choice which results you want to retrieve:

The management of Lists has become more transparent.

Choose the appropriate Homepage to be customized:

Use arrow buttons to modify lay out and click Save

Expand and Collapse:

By clicking on the button, sections can be collapsed; by clicking on the button

Action Bar Personalization:

Click on the Action Bar Layout link

Change of User Interface

Then click on My Profile:

Find the field “Theme Name”:

Choose the appropriate record type and click to save.

Then click on My Profile:

Choose the appropriate User and click ok

List of available Contact Persons:

12 Cascaded Pick Lists

The Value “NL Eurest B&I” returns a different set of values.

13 Mulit Select Pick Lists

After saving the field Hobbies is populated with multiple values:

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