April, 2015
Fuji Xerox Co., Ltd. SkyDesk Service Center
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
1. CRM View for Activities
Introducing CRM View for Activity to help sales reps arrange and prioritize many tasks
It is just a click away to switch back to List View
Click
new
Activities are divided into Customers, Open Potential, Leads/Contacts and
2. Changes in Inventory Management
2-1. Improved product handling
B
efo
re
A
fter
More user-friendly Quotes, Purchase Orders, Sales Orders and Invoices
2. Changes in Inventory Management
2-2. Adding product made easy
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efo
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fter
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
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:
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.
5. Notes for creating sales orders and invoice
Quotes
Product Details of Sales Orders and Invoice
6-1. Notes for Related List (Details)
If you hide some columns of “Related List” for Activities,
Related List might not be displayed.
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,
7. Other Notes and Restrictions
1. "Please Wait…" stays when opening email template for Approval/Reject
Viewing email template associated with Approval Process action in CRM
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
