Difference between revisions of "Initial Setup"

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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Create security token
 
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Create security token
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp; Send test emails
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Send test emails
 
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Request data
 
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Request data
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| style="width: 446px;" | &nbsp;
 
| style="width: 446px;" | &nbsp;
 
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| class="headerMainTitles" colspan="4" | Fields
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| class="headerMainTitles" colspan="4" | Directions
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
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| colspan="4" style="width: 265px;" | 1. Enter all email settings.
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
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| colspan="4" | 2. Send a test outbound email.
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
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| colspan="4" | 3. Send a test inbound email.
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
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| colspan="4" | 4. If both emails pass, click the Request Data button to send a data request to the ERP software.
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
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| colspan="4" | 5. Setup the ECT tool.
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
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| colspan="4" | 6. Use the ECT tool to process the request.
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
 
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
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| colspan="4" | 7. Once the emails have arrived from the ECT tool, click the Import Data button to complete the import.&nbsp;
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
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| colspan="4" | When then import is complete the software will redirect to the Setup Wizard form.&nbsp;
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
 
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| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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| colspan="4" | &nbsp;
 
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| colspan="4" | &nbsp;
 
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Latest revision as of 06:36, 21 July 2023

Navigation
The Initial Setup form launches automatically for new accounts.
Overview
Use to import initial data.
• Adding or editing links for LinkedIn, Twitter and Facebook
• Setup email settings
• Create security token
• Send test emails
• Request data
• Import data
       
Directions
1. Enter all email settings.
2. Send a test outbound email.
3. Send a test inbound email.
4. If both emails pass, click the Request Data button to send a data request to the ERP software.
5. Setup the ECT tool.
6. Use the ECT tool to process the request.
7. Once the emails have arrived from the ECT tool, click the Import Data button to complete the import. 
When then import is complete the software will redirect to the Setup Wizard form. 
 
 
 
 
 
 
Retrieved from "https://svconthego.net/index.php?title=Initial_Setup&oldid=2591"