Activating or Triggering a Process

There are several ways to activate a process:

Automatically (based on Contact Type)
Automatically (based on Activity or Service Order completion)
Manually (Contacts Screen, the Contacts DMC, Sales Opportunity screen or Project screen)

Automatically Based on Contact Type

Processes can be triggered automatically when the Contact Type is changed on the Contact screen. Please refer to the LookUp Tables Maintenance section for details on the Contact Type Lookup Tables.

Automatically Based on Activity or Service Order Completion

Processes can be triggered automatically when an Activity or a Service Order is completed. Please refer to the LookUp Tables Maintenance section for details on the Activity Types Lookup Tables.

Manually

Processes can be triggered manually from the Contacts DMC, the Contact screen, the Sales Opportunity screen or a Project screen.

1. To activate a process from the Contacts DMC, select the record and click the Activate a Process button.

Figure: Contacts DMC with Activate a Process Button

To activate a process from the Contacts DMC, a Contact record, Project, or Sales Opportunity record, open the appropriate screen and click the Activate a Process button on the Activities Tab.

Figure: Activities Tab with Activate a Process Button.

2. Select the process you would like to activate from the drop-down list.

Figure: Select a Process Screen

3. Click the OK button. The activities associated with this process will now appear under the Activities Tab. In addition, they will show up on the appropriate User’s calendar or task list.

This video will show you how to activate automated processes to streamline your operations.

Articles in this section

Automatically Based on Contact Type

Automatically Based on Activity or Service Order Completion

Manually

1. To activate a process from the Contacts DMC, select the record and click the Activate a Process button.

2. Select the process you would like to activate from the drop-down list.

3. Click the OK button. The activities associated with this process will now appear under the Activities Tab. In addition, they will show up on the appropriate User’s calendar or task list.

Comments

Articles in this section

Automatically Based on Contact Type

Automatically Based on Activity or Service Order Completion

Manually

1. To activate a process from the Contacts DMC, select the record and click the Activate a Process button.

2. Select the process you would like to activate from the drop-down list.

3. Click the OK button. The activities associated with this process will now appear under the Activities Tab. In addition, they will show up on the appropriate User’s calendar or task list.

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