Header Image

Setup Guide: Idea Box Settings

Enabling and Configuring the Idea Box. The Idea Box allows you to gather ideas for better client service, improved processes and new business prospects.

Terms of Use

This document is provided under the terms outlined in the Integrated Business Applications End User License Agreement.

If you do not understand, accept and agree to be bound by the End User License Agreement, do not use this document or any of the procedures discussed herein.

You should read this document from beginning to end before proceeding with the procedures or steps discussed and or outlined.

Please report any errors and or omissions by e-mailing our Technical Support Team at service@ascs.ca.

Audience

This document in designed for the person who will be administering the Integrated Business Applications software. This person should be proficient in the use of computers but will not require advanced technical knowledge.

Instructions and Screenshots

The Instructions and screenshots presented within this document are based on the version of Integrated Business Applications available when the document was published.

Functionality Overview

The Idea Box Settings screen allows the System Administrator to:
  • Enable or disable the Idea Box.
  • Enable or disable the Client and Project selection list ─ used when entering an idea.
  • Enable or disable the Client Idea section of the Idea Box.
  • Enable or disable the Company Idea section of the Idea Box.
  • Enable or disable the Prospect Idea section of the Idea Box.
  • Configure mouse over instructions.
  • Configure the instructions that are displayed on the Start Page of the Idea Box.
  • Configure the Thank You message that is displayed after an idea is submitted to the Idea Box.

Accessing the Idea Box Settings Screens

To access the Idea Box Settings screen, click System Setup located on the Main Menu. Select Idea Box Settings from the setup options and then click the Proceed Button (See Figure 1).
Figure 1
Figure01

Editing the Idea Box Settings

To edit the Idea Box Settings, click the Edit Settings Link located on the Idea Box Settings Menu Bar (See Figure 2).
Figure 2
Figure02
When the Idea Box Settings Screen opens, complete the available options (outlined in the table below) and then click the Save Button (See Figure 3).
Figure 3
Figure03
The following table provides a summary of the Idea Box Settings Screen fields as well as the purpose of each.
Field Purpose
Section - Idea Box
Status: Enables and disables the Idea Box. When disabled, the Idea Box is removed from the Main System Menu.
Section - Client Options
Status: Enables the Client and Project Drop List section ─ allowing the selection of a Client and Project when entering an Idea in the Idea Box. Note: the Client Drop List must be enabled if the Project Drop List is enabled.
Client Selection: Enables a Client Drop List allowing the selection of a Client when entering an Idea in the Idea Box.
Client Selection
Required:
Forces the selection of a Client from the Client Drop List ─ when entering an idea into the Idea Box.
Project Selection: Enables a Project Drop List allowing the selection of a Project when entering an Idea in the Idea Box. Note: the Client Drop List must be enabled for the Project Drop List to function.
Project Selection
Required:
Forces the selection of a Project from the Project Drop List ─ when entering an idea into the Idea Box.
Help Rollover Text: Configures the Rollover Help Text that that appear when a user places his or her mouse over the Client Idea Button.
Section - Company Options
Status: Enables and disables the Company Idea Section of the Idea Box. When disabled, the Company Idea Section of the Idea Box is removed from the Idea Box Menu.
Help Rollover Text: Configures the Rollover Help Text that that appear when a user places his or her mouse over the Company Idea Button.
Section - Prospect Options
Status: Enables and disables the Prospect Idea Section of the Idea Box. When disabled, the Prospect Idea Section of the Idea Box is removed from the Idea Box Menu.
Help Rollover Text: Configures the Rollover Help Text that that appear when a user places his or her mouse over the Prospect Idea Button.
Section - Start Page Instructions
Start Page Instructions: Configures the User Instructions that appear on the Start Page of the Idea Box.
Section - Thank You Message
Thank You Message: Configures the Thank You Message that appear after a user submits an idea to the Idea Box.
Additional Information
Please use this link to reach out to us; we are always happy to answer your questions.
 
© Integrated Business Applications
All Rights Reserved
End User
License Agreement (EULA)
Website
Terms of Use
© Integrated Business Applications
All Rights Reserved




End User
License Agreement (EULA)




Website
Terms of Use