SkyDesk CRM Update Summary

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Marjory Cannon
8 years ago
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2 Summary Thank you for using SkyDesk CRM. We really appreciate your business. We have provided new features and enhancements of SkyDesk CRM. This document contains information of important changes for making your transition easier. 1. CRM View for Activities 2. Changes in Inventory Management 3. Changes in Reports Export Limit 4. Contact SkyDesk Customer Support 5. Notes for creating sales orders and invoice 6. Notes for Related List 7. Other Notes and Restrictions 8. Details of Inventory Management Changes For other updates, please check the below URL: Note: Feeds described in the former announcement was postponed Fuji Xerox Co., Ltd. All rights reserved.

3 1. CRM View for Activities Introducing CRM View for Activity to help sales reps arrange and prioritize many tasks new Activities are divided into Customers, Open Potential, Leads/Contacts and Others It is just a click away to switch back to List View Click 2015 Fuji Xerox Co., Ltd. All rights reserved. 2

4 2. Changes in Inventory Management 2-1. Improved product handling More user-friendly Quotes, Purchase Orders, Sales Orders and Invoices Before After Improved design and features such as auto-populated fields, explicit discount display 2015 Fuji Xerox Co., Ltd. All rights reserved. 3

5 2. Changes in Inventory Management 2-2. Adding product made easy Easy to search and add product Before After Previously all the product was listed You can search for the desired product instantly by typing in at least one character of Product Name or Product Code 2015 Fuji Xerox Co., Ltd. All rights reserved. 4

6 3. Changes in Reports Export Limit You can get maximum of 20,000 records in bulk from your reports. Please note that exporting 20,000 records can be executed only 5 times a day. Also, this cannot be in the same report and is applicable only for 5 different reports. Otherwise, export will give a maximum of 2,000 records. For more details of export, please check the below URL: Fuji Xerox Co., Ltd. All rights reserved. 5

7 4. Contact SkyDesk Customer Support Before After Support form in CRM is no longer available. To contact us, please click on Manuals > Submit Tickets or access the following page Fuji Xerox Co., Ltd. All rights reserved. 6

5. Notes for creating sales orders and invoice Quotes Product Details of Sales Orders and Invoice Tax which was configured in a quote will be changed to 0.

8 5. Notes for creating sales orders and invoice Quotes Product Details of Sales Orders and Invoice Tax which was configured in a quote will be changed to 0.00 after editing a list price in a sales order or an invoice which was converted from the quote. To apply tax again, edit Tax in sales orders or invoices Fuji Xerox Co., Ltd. All rights reserved. 7

9 6-1. Notes for Related List (Details) If you hide some columns of Related List for Activities, Related List might not be displayed. Please follow the instruction in the next page Fuji Xerox Co., Ltd. All rights reserved. 8

10 6-2. Notes for Related List (Workaround) Click on [Setup] > [Related List] under [Customization] Select [Activities] from Module List. Select [Due Date] and [From] from the list, then move them to Selected Columns by clicking on right arrow Fuji Xerox Co., Ltd. All rights reserved. 9

11 7. Other Notes and Restrictions 1. "Please Wait " stays when opening template for Approval/Reject Viewing template associated with Approval Process action in CRM In Setup > Automation > Approval Processes, Please Wait message will keep staying when selecting a saved approval process, and then selecting an template associated with Approval/Reject action. To view the template, select it from Templates in Setup Fuji Xerox Co., Ltd. All rights reserved. 10

12 8. Details of Inventory Management Changes Product search results include only those with Product Active field being checked (Earlier all the products including inactive ones were listed) Now you can delete the first product in the list Products can be reordered Product Description, Tax and Unit Price of Product will be auto-populated You can add multiple products at once Price is shown up to 2 decimal places (Only in Quotes, Purchase Orders, Sales Orders and Invoices. Not shown in Print Preview nor Potentials) Adjustment for grand total is simplified. You can just input a negative number. To view Unit Price and Quantity in Stock, point your mouse to the Product Name / Product Code Product Description is auto-populated if it is available (If you add description in Quotes, Purchase Orders, Sales Orders and Invoices, those are not reflected to Product Description) If you specify Tax Rates and Product is Taxable, tax will be automatically reflected Discount from Price Book can be explicitly displayed Price Book, Discount, Tax can be edited by hovering over the field in line item Import csv file to set Product Unit Price in Price Book For more details, refer to the Inventory Management A Transition Guide : Fuji Xerox Co., Ltd. All rights reserved. 11

13 Xerox, Xerox and Design, as well as Fuji Xerox and Design are registered trademarks or trademarks of Xerox Corporation in Japan and/or other countries and are used under license.

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