My CRM

The My CRM functions provide a new personalised interface. The following tabs are available on entry to My Desktop or by clicking the My CRM shortcut icon. The available tabs will vary according to the user's access/priority:

• My Tasks
• My Customers
• My Enquiries
• My WIPs
• My ICT Sublet
• Today's Performance
• Statistics
• CRM Documents
• My Leads

Note: The My WIPs and Statistics tabs each add extra options to the My CRM Options menu and the toolbar. See the sections on those tabs for information on these functions.

This form is displayed when you click CRM > My Desktop.

Menu Bar and Toolbar:

Menu bar	Toolbar	Action
File > Exit		Exit the CRM function.
File > Refresh		Refresh the displayed information base upon the entered selection criteria.
Reports > Exit		Exit the CRM function.
Tools > Exit		Exit the CRM function.
My CRM options > Refresh		Updates the information displayed on all tabs. The system automatically refreshes at an interval which can be set for each user in User access control.
My CRM options > Compose mail		Display the Compose Message form.
My CRM options > Impersonate		Allows any user to assume the ID of another user and view their data in display mode (read-only). To stop impersonating, click the same toolbar icon again or select Back to [YOUR ID] from the My CRM Options menu.
My CRM options > Impersonate		Contains a sub-menu with the following options for accessing Administrator functions: Phone book, Organise meeting, Group (view diary entries for all members of a group simultaneously), Find (search the diary), Export (transfer appointments to software on your local system) and Full Administrator. Diary and email facilities are provided on the My Tasks tab.
My CRM options > Impersonate	My CRM Options > New lead		Opens the CRM Lead form in edit mode to enable the creation and allocation of new leads.
Telephony > Exit		Exit the CRM function.
Help > Help		Displays this CRM Help topic in a web browser.