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Julie Doyle-Whitelock

Julie Doyle-Whitelock

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Field

Description

Module

Default Framework ECM module opened when the user logs in.

Initial Licence

The licence that will be used when the user first logs in.

Example: If
Info
titleExample
If the user works predominantly in Work Flow areas, the Work Flow Management licence may be the most appropriate to allocate. Once the user accesses another licensed area of the system, such as Diary or Construction Logistics, they will automatically use one of those licences.


CRM Tools Group

Field

Description

Department

Department that will be allocated to a CRM record the user creates, such as a Comment or Alert.

Team

Team that will be allocated to a CRM record the user creates.

Method

Default method that will be applied to a CRM record the user creates.

Show Alerts?

Alerts created for a client, job or land record will be automatically displayed to the user?

  • No
  • Yes (default)

Show Follow Up?

Follow Ups created for a client, job or land record will be automatically displayed to the user?

  • No
  • Yes (default)

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