Page 12 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Administration Menu
Find the Administration menu in the header bar's top-right corner next to the User
Profile picture, which is indicated by an icon displaying hammer and wrench tools. In
this menu, you will find:

• General Administration • Personnel Administration
• Activities Administration • Projects Administration
• Contact Manager Administration • App Market

General Administration's homepage displays Recent Account Activity, updated
information, and multiple tabs. There are two rows of tabs, with the frequently used
items at the top.

Activities Administration contains the Event Manager Administration window that
allows you to add or remove Call Log types and dispositions, add Personnel groups,
and enable Phone System Integration.

Contact Manager Administration includes Value Lists, cleanup tools (Mass Updates,
Mass Removal, Merged Updates), and Data Manipulation Tools.

Personnel Administration is where you can merge one Personnel record into another.

Projects Administration contains Project Fields, Project Value Lists, Data
Manipulation Tools, and the Project Merge Tool.

General Administration Menu

Hover over General Administration to view contents. We cover the most frequently used
items in the General Administration dropdown: User Manager, Firm Setup, Workflow
2.0, Value Lists, Field Customization, and Custom Fields. We address these areas in
this course, but let’s explore Field customization and Value Lists now.

Field Customization
This area allows you to turn on and off and relabel fields, which allows for matching to
your company terminology or perhaps repurposing fields. The types of fields that allow
customization found in the menu are:

• PROJECTS > Project Fields Display • CONTACT MANAGER > Opportunity
• CONTACT MANAGER > Contact Fields Display
Fields Display • PERSONNEL > Personnel Fields
• CONTACT MANAGER > Company Display
Fields Display

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