oraclesiebelamx.blogspot.com

A Day in the Life of a CRM Administrator

Monday, August 9, 2010. Analytics - Using Column Formulas with Numeric Data. I've made lots of lists with the reporting tool and many times i've wanted a count of the table rows as I review my report. Today i'll show you how to add this simple feature to your report. Figure 1: For the column formula you'll select Function Running Aggregate RCOUNT. Figure 2: Numbered Account Report. Posted by Brent Knowles at 2:56 PM. Wednesday, March 17, 2010. Adding Print and Download Links to Dashboard Reports. If you'...

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A Day in the Life of a CRM Administrator | oraclesiebelamx.blogspot.com Reviews

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Monday, August 9, 2010. Analytics - Using Column Formulas with Numeric Data. I've made lots of lists with the reporting tool and many times i've wanted a count of the table rows as I review my report. Today i'll show you how to add this simple feature to your report. Figure 1: For the column formula you'll select Function Running Aggregate RCOUNT. Figure 2: Numbered Account Report. Posted by Brent Knowles at 2:56 PM. Wednesday, March 17, 2010. Adding Print and Download Links to Dashboard Reports. If you'...

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A Day in the Life of a CRM Administrator | oraclesiebelamx.blogspot.com Reviews

https://oraclesiebelamx.blogspot.com

Monday, August 9, 2010. Analytics - Using Column Formulas with Numeric Data. I've made lots of lists with the reporting tool and many times i've wanted a count of the table rows as I review my report. Today i'll show you how to add this simple feature to your report. Figure 1: For the column formula you'll select Function Running Aggregate RCOUNT. Figure 2: Numbered Account Report. Posted by Brent Knowles at 2:56 PM. Wednesday, March 17, 2010. Adding Print and Download Links to Dashboard Reports. If you'...

INTERNAL PAGES

oraclesiebelamx.blogspot.com

1

A Day in the Life of a CRM Administrator: How to Create a Workflow

http://oraclesiebelamx.blogspot.com/2008/12/how-to-create-workflow.html

Wednesday, December 3, 2008. How to Create a Workflow. I want to show how easy it is to create a simple workflow in your CRM system. First let's start with a business scenario that we can build our workflow from. Now that I have the basis for my workflow I can create my condition. I open up the expression builder and retrieve the revenue field. from here i just insert my condition "[revenue. 200000" and hit save. I've just created a new opportunity for ABC, Inc. I set the action item to send the email to...

2

A Day in the Life of a CRM Administrator: Sales Process Coach

http://oraclesiebelamx.blogspot.com/2009/08/sales-process-coach.html

Friday, August 21, 2009. Oracle's CRM provides a structured sales methodology that guides sales reps from initial contact to closing deals. This is done through the Sales Process Coach which uses rules, scripts, and tracking procedures defined by management to ensure the reps are surrounded with the critical information they need to close deals. For a demo of Oracle's CRM or more information about the Sales Process Coach feel free to send me an email at bknowles@amxinc.com.

3

A Day in the Life of a CRM Administrator: Customers Speak and Oracle Listens with Release 16 of CRM OD

http://oraclesiebelamx.blogspot.com/2009/03/customers-speak-and-oracle-listened.html

Friday, March 6, 2009. Customers Speak and Oracle Listens with Release 16 of CRM OD. Well, AMX isn't on Release 16 of Oracle CRM OnDemand yet, but our upgrade date should be sometime soon. I did get a chance to look around and play with a few demo accounts. Remember how you have to click back and forth from the Account Detail records to Contact Detail records to Opportunity Detail records and so on? Posted by Brent Knowles at 11:27 AM. Subscribe to Post Comments [ Atom.

4

A Day in the Life of a CRM Administrator: Advanced Reporting Techniques: Action Link

http://oraclesiebelamx.blogspot.com/2009/06/advanced-reporting-techniques-action.html

Tuesday, June 9, 2009. Advanced Reporting Techniques: Action Link. Action Links can be created for Accounts, Contacts, Opportunities, Leads and Service Requests. For my example I will create a simple Account History report. Now you need to modify the Account Name field. Click on the column properties icon, and under style expand the "Custom CSS Style Options (HTML Only)" section. Check the second box (Use Custom CSS Class) and in the text box you need to type "ActionLink" with no space. By inserting thes...

5

A Day in the Life of a CRM Administrator: Welcome!

http://oraclesiebelamx.blogspot.com/2008/10/welcome.html

Thursday, October 9, 2008. I suppose my first post should be an introduction to myself. My name is Brent Knowles and I work for AMX International. AMX International is an Oracle Certified Partner that specializes in JD Edwards software. We also have a strong focus in Siebel CRM OnDemand. If you're not familiar with AMX International, feel free to visit our website at http:/ www.amxinc.com/. Have a great day! Posted by Brent Knowles at 7:37 PM. Subscribe to Post Comments [ Atom.

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A Day in the Life of a CRM Administrator

Monday, August 9, 2010. Analytics - Using Column Formulas with Numeric Data. I've made lots of lists with the reporting tool and many times i've wanted a count of the table rows as I review my report. Today i'll show you how to add this simple feature to your report. Figure 1: For the column formula you'll select Function Running Aggregate RCOUNT. Figure 2: Numbered Account Report. Posted by Brent Knowles at 2:56 PM. Wednesday, March 17, 2010. Adding Print and Download Links to Dashboard Reports. If you'...

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