Administration Management

circle aboutCV About Administration circle aboutCVhelp Configuration circle config priv User Administration dashboardDashboard Administration circle dataWarehouse Prospect Summary Views circle help links Campaign Summary Views circle aboutCV ClearView CRM Mobile Administration

 

 

admin About Administration

Learn about how to access administrative features.

 camera 60Administration Overview

 

steps 60Accessing Administrative Features 

Navigate Administrator

info 16  If you don't have access to Administration from your user menu, check your contact your ClearView administrator to discuss your permissions settings.
vae Configuration

The bulk of administrative features fall under Configuration; adjust a variety of application-wide settings, configure what options appear on user navigation menus, modify data table defaults and create custom data table views, customize field labels, adjust what codes appear in lookup results, configure what options display in both Go To and Quick Action menus, configure the reports list, map codes, and configure what fields appear in VAE's.

 
camera 60Configuration Administration

 

steps 60Application Settings

Assign Menus

Data Table Defaults

Data Table Views

Go To Menu Settings

Labels

Lookup Context Configuration

Quick Action Settings

Reports List

Send Email Configuration

System Code Mapping

User Options

VAEs

 

 


 

training group User Administration

Learn how to create roles, and then assign roles and set permissions for your users.  Also learn how to import users from the PledgeMaker application.

camera 60User Administration

steps 60

Import PledgeMaker Users

Roles

Users

dashboard Dashboard Administration

Make an impression on your users from the moment they login; assign home pages and custom dashboards that get users in touch with the data panels that you deem most relevant.

camera 60Dashboard Administration

steps 60

Assign Dashboards 

 


  

tabs icon for sandbox  Prospect Summary View Administration

When users start working with prospect records, configure the way in which information is organized and what they see first; organize tabs within a default prospect summary view and assign additional prospect summary view configurations to your users.

camera 60Prospect Summary View Administration

steps 60Assign Prospect Summary Views

Set Default Prospect Summary Views

tabs icon for sandbox  Campaign Summary View Administration

When users start working with campaign records, configure the way in which information is organized and what they see first; organize tabs within a default campaign summary view and assign additional campaign summary view configurations to your users.

camera 60Campaign Summary View Administration

steps 60

Assign Campaign Summary Views

Set Default Campaign Summary Views


  

admin mobile phone icon ClearView CRM Mobile Administration

Configure particular screens in the ClearView CRM Mobile application, and grant users access to the application.

camera 60ClearView CRM Mobile Administration

steps 60

ClearView Mobile permissions and access

 

 


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