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Banner Advancement / Release Guide / 8.1 - Parent Directory

Banner Advancement / Release Guide / 8.1 - Parent Directory

Project Text tabThis tab

Project Text tabThis tab displays the original value when the following field is changed.FieldProject TextDescriptionFree-form comments about the project.Moves by Prospect Form (AMAPROS)Mouse-over bubble help was added to the Prospect Status field to display the completestatus description if it is longer than the display area.A sequence number field was added to two windows: Most Recent Contact window andContacts window. The sequence number links a contact to a specific proposal record. Thissequence number allows a prospect to have multiple proposals with the same proposalcode.Contact Mass Entry Form (APACMAS)APACMAS is used to enter contact details for a group of IDs. For prospect contacts, aproposal code (optional) and a project code are entered on the Prospect Details and Actionwindow. These codes apply to all IDs in the group. If both codes are entered, new logic inthe form is used to create prospect contact records. For each ID, the proposal/projectcombination is compared with existing proposal records for the ID. Based on thiscomparison, a prospect contact record is created as follows:• If the ID has a single proposal record with the proposal/project combination, theprospect contact record is created for that proposal record.• If the ID has multiple proposal records with the proposal/project combination andonly one of those records is active, the prospect contact record is created for theactive proposal record.• If the ID has multiple proposal records with the proposal/project combination andmore than one of those records is active, the prospect contact record is created forthe active proposal record with the highest sequence number.• If the ID has no proposal records with the proposal/project combination, noprospect contact record is created and a warning message is displayed. Allwarnings must be corrected before contacts can be created for the group of IDs onAPACMAS. A warning is corrected by adding the ID to the Prospect ProposalForm (AMAPROP) or removing the ID from the batch list of IDs on APACMAS.40 Banner Advancement 8.1 December 2008Release GuideEnhanced Proposal Processing - Functional

Prospect Status Validation Form (ATVPRST)The size of the Status field was expanded to six characters. The form also has three newcheck boxes: Prospect, Proposal, and Project. These check boxes indicate whichcategories are associated with a status code. For example, if the Proposal check box isselected for a status code, then proposals can have that status code.December 2008 Banner Advancement 8.1 41Release GuideEnhanced Proposal Processing - Functional

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PayBase 8.1 QA Release Notes - Bottomline Technologies
and THE ALTO SOLO - To Parent Directory
A The Lowell Ledger - To Parent Directory
Lowell - To Parent Directory
and THE ALTO SOLO - To Parent Directory
WINEGAR - To Parent Directory