The Planning Edge

Modules

Updated on

What is a Module?

A module is bundle of features and processes designed to support a specific business function.

What can I expect to find in each Module?

Each module generally contains information relating to the following topics:

  1.  What is the core module? (e.g Enquiry)
  2.  How does information get into that module? (e.g via Web Form)
  3.  How do I find data in that module? (e.g how do I find an enquiry?)
  4.  How do I action the data in that module? (e.g how do I action an Enquiry)
  5.  How do I pass this information on to other staff who use different modules? (e.g how do I convert an Enquiry into an Opportunity)

Insert screen capture of say Enquiries Chapter

Previous Article How to find your way around our support site.
Next Article Common Features