Trade Dynmics Knowledge Base

This section is for the Trade Dynamics Knowledge Base. So far we have two sections "User Manual" & "What is TDS CRM".  The User Manual contains the different sections explaining how TDS Wroks and its Walk through. What is TDS CRM will contain a document that gives an in depth explanation of TDS and its many valuable features.    

Trade Dynmics Knowledge Base
   User Manual
     Chapter 1:  Understanding CRM
       1.1 CRM Beneficial Aspects
         1.1.1 Operational Aspect
         1.1.2. Collaborative Aspect
         1.1.3 Analytical Aspect
       1.2 uses of CRM
       2. Functions of CRM
         2.1 Sales Management
         2.2 Marketing Management ...
         2.3 Customer Services and ...
         2.4 Inventory Management ...
         2.5. Analytics
         2.6. Communication Management
       3. CRM Glossary
     Chapter 2:  Product Overview
       1. Sales Management Features
         1.1 Lead management
         1.2 Potential management
         1.3 Customer Management
         1.4 Quotes
         1.5 Awaiting Payments
         1.6 Accounts Management
         1.7 Activity Management
         1.8 Sales Analytics
       2. Marketing Management ...
         2.1 Campaign management:
         2.2 Customer Management:
         2.3 Contact management:
         2.4 Lead management:
         2.5 E mail Marketing:
       3. Customer Service and ...
         3.1 Trouble Tickets
         3.2 FAQ
         3.3 Contact Management
         3.4 Documents
         3.5 Webmail
         3.6 Service Contract
       4. Inventory Management ...
         4.1 Product Management
         4.2 Quotes
         4.3 Order Management (So ...
         4.4 Invoices
       5. Communication ...
         5.1 Email
         5.2 Messenger
       6. Analytics features:
         6.1 Reports
         6.2 Dash Board
       7. Purchasing or Vendor ...
         7.1 Leads
         7.2 Potential Vendors
         7.3 Vendors
         7.4 Blacklist
       8. Accounting Portal Features
         8.1 Customers
         8.2 Vendors
         8.3 Inventory
         8.4 Banking
         8.5 General Ledger
         8.6 Tools
         8.7 Company
     Chapter 3:  Start Using ...
       1.2 Signing in to TDS CRM:
       1.3 Signing out of TDS CRM:
       1.1 Things You Need
       2. Resetting Password:
         2.1 How to reset the password?
       3. Resetting Date Format:
         3.1 How to change the date ...
       4. User Interface:
       5. Tool Bar:
         5.3 World clock:
         5.1 Create new:
         5.2 Search:
         5.4 Calendar:
     Chapter 4:  Management
       1. Sales Force Automation
         1.1 The Sales Procedure
       2. Lead Management:
         2.1 Leads Detailed View:
         2.2 How to associate ...
         2.3 How to Navigate Leads?
         2.4 How to Search Leads?
         2.5 How to Create Leads?
           2.5.1. How to Create Lead ...
           2.5.2. How to Quickly ...
           2.5.3. How to Duplicate Leads?
         2.6 How to Import Leads?
           2.6.1 Importing tips:
         2.7 How to Export Leads?
         2.8 How to Create Mail ...
         2.9 How to Edit the Leads?
           2.9.1 Mass edit:
         2.10 How to Change the ...
         2.11 How to Change the ...
         2.12 How to Delete the ...
           2.12.1 Mass Delete:
       3. Customers Management:
         3.1 Customers Detailed View:
         3.2 Mailer Export:
         3.3 How to Navigate ...
         3.4 How to Search Customer ...
         3.5 How to create customer ...
           3.5.1.1 By Using Account ...
           3.5.1.2 By Duplicating the ...
           3.5.1.3 By Using Quick ...
         3.6 How to Import customer ...
         3.7 How to Export Customer ...
         3.8 How to Create Mail ...
         3.9 How to Associate Other ...
         3.10 How to Edit the ...
           3.10.1 Mass edit:
         3.11 How to Delete the ...
           3.11.1 Mass delete:
         3.12 Account Hierarchy:
       4. Contact Management:
         4.1 Contacts Detailed view:
         4.2 How to Navigate Contacts?
         4.3 How to Search Contacts?
         4.4 How to Create Contacts?
         4.5 How to Import Contacts?
         4.6 How to Export Contacts?
         4.7 How to Associate ...
         4.8 How to Create Mail ...
         4.9 How to Send E mails to ...
         4.10 How to Edit the Contacts?
           4.10.1 Mass Edit:
         4.11 How to Delete the ...
           4.11.1 Mass Delete:
       5. Potential Management:
         5.1 Potential Detailed View:
         5.2 How to Navigate ...
         5.3 How to Search the ...
           5.3.1 Basic search:
           5.3.2 Advanced search:
           5.3.3 Alphabetical Search:
         5.4 How to Create Potentials?
           5.4.1 How to Create ...
           5.4.2 How to Create New ...
           5.4.3 How to Create ...
         5.5 How to Import Potentials?
         5.6 How to Export the ...
         5.7 How to Create Invoice ...
         5.8 How to Associate ...
         5.9 How to Edit the ...
           5.9.1 Mass Edit:
         5.10 How to Delete Potentials?
           5.10.1 Mass delete:
       6. Quote Management:
         6.1. Quote Detailed View:
         6.2. How to Navigate Quotes?
         6.3. How to Create a Quote?
           6.3.1. How to Create a ...
         6.4. How to Edit Quotes?
           6.4.1. Mass Edit:
         6.5. Tools:
         6.6. How to Convert Quote ...
         6.7. How to Delete Quotes?
           6.7.1. Mass delete:
       7. Invoice Management:
         7.1. Invoice detailed view:
         7.2. How to Create an Invoice?
           7.2.1. How to create new ...
         7.3. How to Edit Invoice?
           7.3.1. Mass edit:
         7.4. Tools:
         7.5. How to Delete Invoice?
           7.5.1. Mass Delete:
       8. Sales Order Management:
         8.1. How to Navigate Sales ...
         8.2. How to search sales ...
         8.3. How to Create a ...
         8.4. How to Convert Quote ...
         8.5. Recurring invoice:
         8.6. How to Edit the Sales ...
           8.6.1 Mass Edit:
         8.7. How to Delete the ...
           8.7.1. Mass Delete
     Chapter 5:  Marketing ...
       1.1. Campaign management:
       1.2. Campaigns detailed view:
       1.3. How to Navigate ...
       1.4. How to Search Campaigns?
         1.4.1. Basic search
         1.4.2. Advance search
         1.4.3. Alphabetical search
       1.5. How to Create Campaigns?
         1.5.1. Create Campaigns ...
         1.5.2. Create Campaigns By ...
         1.5.3.Create Campaigns by ...
       1.6.How to Associate Other ...
       1.7. How to Send Email?
       1.8.How to Change the ...
       1.9.How to Edit Campaigns:
         1.9.1. Mass Edit:
       1.10. How to Delete Campaigns?
         1.10.1.Mass delete
       2. Email Marketing:
         2.1. Email templates:
         2.2.Email Lists:
         2.3.Email tracking:
       3. Email Templates:
         3.1. Supported Modules:
         3.2. Default email templates:
         3.3. How to Edit Default ...
         3.4. How to Create a New ...
         3.5. How to Use the Template?
       4. Marketing Leads Management:
         4.1.Import Leads:
         4.2.Manage Lead Lists:
     Chapter 6:  Services
       1.1 Services:
       1.2. Services Detailed View:
       1.3.How to Navigate Services?
       1.4. How to Create a Service?
         1.4.1. How to Create ...
         1.4.2. How to Create ...
       1.5.How to Add Services in ...
       1.6.How to Import the Service?
       1.7.How to Export Services:
       1.8. How to Associate ...
       1.9.How to Edit the Service?
         1.9.1. Individual editing:
         1.9.2. Alternative procedure:
         1.9.3. Mass Edit:
       1.10. How to Delete a Service?
         1.10.1.Delete individually:
         1.10.2.Alternative procedure:
         1.10.3.Mass Delete:
       1.11. How to Search the ...
         1.11.1.Basic Search:
         1.11.2.Advanced Search:
         1.11.3. Alphabetical Search:
       2. Service Contracts:
         2.1 Service Contracts:
         2.2 Service Contracts ...
         2.3. How to Navigate ...
         2.4. How to Create the ...
           2.4.1. Using Service ...
           2.4.2. Duplicate An ...
           2.4.3. Using Quick Create ...
         2.5 How to Import Service ...
         2.6. How to Export Service ...
         2.7. How to Search the ...
           2.7.1. Basic search:
           2.7.2. Advanced search:
           2.7.3. Alphabetical Search:
         2.8. How to Edit the ...
           2.8.1. Mass Edit:
         2.9.How to Delete the ...
           2.9.1. Mass Delete:
         3. Trouble Tickets:
           3.1. Trouble Tickets ...
           3.2. How to Navigate ...
           3.3. How to Create a ...
           3.4. How to Edit the ...
           3.5. Mass Edit:
           3.6. How to Search Trouble ...
           3.7. How to Import Trouble ...
           3.8. How to Export the ...
           3.9. How to Associate ...
           3.10. How To Convert ...
           3.11. How to Delete ...
           4. FAQ:
     Chapter 7:  Inventory ...
       1. Products:
         1.1. Products Detailed View:
         1.2.How to Navigate Products?
         1.3. How to Search Products?
           1.3.1. For alphabetical ...
           1.3.2. Basic Search:
           1.3.3.Advanced Search:
         1.4. How to Create Products?
           1.4.1. Entering details in ...
           1.4.2. Using quick create ...
           1.4.3. Duplicate the ...
         1.5. How to Edit Products?
           1.5.1. Alternative Procedure:
           1.5.2. Mass Edit:
         1.6. How to Import Products?
         1.7. How to Export Products:
         1.8. How to Print Product ...
         1.9. How to Associate ...
         1.10. How to Delete the ...
           1.10.1. Delete Individually:
           1.10.2. Mass Delete:
         2. Product Bundles:
           2.1. How to Create Product ...
           2.2. Selecting product ...
         3. Product Reordering:
           3.1. How to Reorder the ...
         4. Vendors
           4.1. Vendors Detailed View:
           4.2. How to Navigate Vendors?
           4.3. How to Search Vendors?
           4.4. How to Create Vendors?
           4.5. How to Import Vendors?
           4.6. How to Export Vendors?
           4.7. How to Edit Vendors ...
           4.8. How to Associate ...
           4.9. How to Delete the ...
         5. Purchase Orders:
           5.1. Purchase Order ...
           5.2. How to Navigate ...
           5.3. How to Create ...
           5.4. How to Search Vendors?
           5.5. How to Associate ...
           5.6. How to Edit Purchase ...
           5.7. How to Delete ...
     Chapter 8:  Reports
       1. Reports:
         1.1. How to Create a Report:
         1.2. Report Detailed View:
         1.3. List View:
         1.4. How to Delete Reports?
         1.5. How to Move Reports?
         1.6. How to Create New ...
       2. Dashboard:
         2.1. How to Use the ...
     Chapter 9:  Calendar
       1. Calendar:
         1.1. How to Use Calendar ...
         1.2. Calendar Settings:
         1.3. Calendar Homepage:
         1.4. How to Navigate ...
         1.5. How to Search the ...
           1.5.1. Basic Search:
           1.5.2. Advanced Search:
           1.5.3. Alphabetical Search:
         1.6. How to Create Activities?
         1.7. TO DOS:
           1.7.1. How to Create To Dos?
           1.7.2. To do detailed view:
           1.7.3. How to Edit To Do?
         1.8. EVENTS:
           1.8.1. How to Create Events?
           1.8.2. Event Detailed View:
           1.8.3. How to Edit Events?
         1.9. How to Delete Activities?
         1.10. How to Set ...
         1.11. How to Invite Users ...
         1.12. How to Schedule ...
         1.13. How to Select ...
         1.14. How to Create, Edit ...
         1.15. Custom Fields:
           1.15.1.How to Add Custom ...
     Chapter 10: Document centre
       1. Document Centre:
         1.1 Document Centre ...
         1.10. How to View Empty Folder
         1.2 How to Navigate Documents
         1.3 How to Create ...
         1.4 How to Create A Folder
         1.5 How to Create A New ...
         1.6 How to Instantly ...
         1.7 How to Edit Documents
           1.7.1. Alternative Procedure
         1.8. How to Delete the ...
           1.8.1. Mass Delete
         1.9. How to Move the ...
   What is TDS CRM?