Talisma Fundamentals User's Guide.book

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Setting Options in TalismaObject NameDefault PropertiesAccount • Account Name• E-mail• Account Owner• Account Category• Date Created• City/State/CountryAppointment • Subject• Start date• End date• Owner• Status• ImportanceCampaign • Campaign Name• Campaign Category• Owner• Team• Date CreatedContact • Name• E-mail• Company• Owner• Contact Category• CreatedEvent • Event name• Owner• Created On• CategoryParticipant • Participant name• Owner• Created OnApplication • Name• Owner• Team• Created On• Last Updated• Category101
Talisma Fundamentals User’s GuideObject NameDefault PropertiesInteraction • Subject• Interaction text• Last contact message• Assigned to• Interaction Category• TeamLink • Name• Owner• Created On• CategoryOpportunity • Opportunity Name• Account Name• Open Date• Pipeline• Stage• OwnerOrder • Order Name• Account Name• Revenue• Date Created• Order Category• Product NamePrint Template • Name• Owner• Created On• Last Updated• CategoryTarget • Target Name• E-mail• Step in Currently• Date Of Creation• Target status• Campaign in currentlyTask • Subject• Account Name• Opportunity Name• Due date• Owner• Status102
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© 2008 Talisma® Corporation. All
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ContentsSetting Table View and Filt
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Talisma Fundamentals User’s Guide
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Getting Started with TalismaThe def
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Getting Started with TalismaUpdatin
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Getting Started with TalismaIf the
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Managing Talisma ProfilesChapter 2:
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Managing Talisma ProfilesAdding a P
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Managing Talisma ProfilesThe select
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Understanding TalismaChapter 3:Unde
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Understanding TalismaThe Target Obj
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Understanding TalismaHealth Check O
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Understanding TalismaUnderstanding
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Understanding TalismaComparison Ope
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Understanding TalismaAbout the Adva
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Understanding TalismaComputing Valu
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Understanding TalismaUsing Shortcut
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Tabs in Talisma WindowsChapter 4:Ta
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Tabs in Talisma WindowsThe Document
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Tabs in Talisma Windows4. From the
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Tabs in Talisma WindowsThe Web TabT
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Tabs in Talisma WindowsThe Linked T
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A Quick Tour of TalismaChapter 5:A
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A Quick Tour of TalismaTalisma Wind
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Understanding Talisma WorkspacesCha
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Understanding Talisma Workspaces•
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Understanding Talisma WorkspacesAbo
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