fdm desktop user guide

7/27/2019 FDM Desktop User Guide

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Thinque Systems

4130 Cahuenga Blvd.

Universal City, CA 91602

(877) THINQUE

Field Data Module Desktop

Users Guidefor administrators and managers whocreate, schedule, distribute, and review field calls


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Thinque | FDMField Data Module Desktop, Users GuideVersion 3.1.9March 2003

Copyright 2003 Thinque Systems Corporation. All rights reserved.

Thinque Systems Corporation Service MarksThinque Systems Corporation and Mobile Solutions Platform are service marks of Thinque Systems Corporation.

Other TradeMarksMicrosoft, MS-DOS, Visual Basic, Windows, Windows NT, SQL Server, and other names of Microsoft products

referenced herein are trademarks or registered trademarks of Microsoft Corporation. Oracle is a registered trademarkof Oracle Corporation. Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated in the UnitedStates and/or other countries. Java and all Java-based marks are trademarks or registered trademarks of SunMicroSystems, Inc. in the U.S. and other countries.

All other trademarks or registered trademarks are the property of their respective holders.

AcknowledgementsThe Mobile Solutions Platform product includes software developed by the Apache Software Foundation(http://www.apache.org).

Copyright NoticeThis material is protected under Federal Copyright Laws (Title 17 of the United States Code) and international

copyright laws. Any reproduction, distribution, or public display of this work without the express writtenauthorization of Thinque Systems is strictly prohibited.

This document is furnished for informational purposes only. The material presented in this document is believed tobe accurate at the time of distribution. However, Thinque Systems Corp. assumes no liability in connection with thisdocument except as set forth in the License Agreement under which this document is furnished.

Thinque Systems Corporation4130 Cahuenga Blvd., Suite 128Universal City, CA 91602

Corporate Office (877) THINQUEFAX (818) 752-1355

Sales E-mail [email protected] www.thinque.com
http://www.apache.org/http://www.thinque.com/http://www.thinque.com/http://www.apache.org/


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About This Guide PrefacePurpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiOverview of Field Data Module . . . . . . . . . . . . . . . . . . . . . . . . xi

How it works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiServer components . . . . . . . . . . . . . . . . . . . . . . . . . . xiiAdministrative client components . . . . . . . . . . . . . . . . . . xiiField client components . . . . . . . . . . . . . . . . . . . . . . . xii

How it gets set up . . . . . . . . . . . . . . . . . . . . . . . . . . . . xivHow to Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv

Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . xviRelated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Obtaining and viewing PDF documents . . . . . . . . . . . . . . . . xvii

Getting Started Chapter 1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1What You Need to Do . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Setting up desktop users and field reps . . . . . . . . . . . . . . . . 1-2Common user setups . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Constructing the business model and applications . . . . . . . . . . 1-3Other tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Starting FDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4FDM Desktop Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

FDM Desktop application window . . . . . . . . . . . . . . . . . . . 1-5Title bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Menu bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Application tool bar . . . . . . . . . . . . . . . . . . . . . . . . 1-9Status bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9Module window . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9Module tool bar . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

FDM Desktop modules . . . . . . . . . . . . . . . . . . . . . . . . 1-10Using filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10

Wildcards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11Entering dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11

Customizing FDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . 1-12

Changing module nomenclature and field names . . . . . . . . . 1-12Establishing regional settings . . . . . . . . . . . . . . . . . . . . . 1-12

Closing FDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12

Contents


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ii Contents

Region Manager Chapter 2Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1The Region Manager Window . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Module tool bar action buttons . . . . . . . . . . . . . . . . . . . . . 2-2Region set list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Region tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Region tab tool bar . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Level Names tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Exceptions tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Creating Region Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Defining the [DEFAULT] region set . . . . . . . . . . . . . . . . . . . 2-5Creating chain/manufacturer region sets . . . . . . . . . . . . . . . . 2-6

Changing region sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Changing region names . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Adjusting region position . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Naming Regional Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Level Names tab tool bar . . . . . . . . . . . . . . . . . . . . . . 2-8

Creating level names . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Changing level names . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9

Viewing Regional Exceptions . . . . . . . . . . . . . . . . . . . . . . . 2-10

Site Manager Chapter 3Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1The Site Manager Window . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Module tool bar action buttons . . . . . . . . . . . . . . . . . . . . . 3-3Site list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

If it takes too long to load the site list . . . . . . . . . . . . . . . 3-3Sorting the site list . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Filtering the site list . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Details tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7Contacts tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Reps Assigned to Site tab . . . . . . . . . . . . . . . . . . . . . . . . 3-8Manufacturer\Chain Region tab . . . . . . . . . . . . . . . . . . . . 3-9Authorized Products tab . . . . . . . . . . . . . . . . . . . . . . . . 3-9

Creating and Maintaining Site Records . . . . . . . . . . . . . . . . . . 3-10Creating site records . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Changing sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Removing site records . . . . . . . . . . . . . . . . . . . . . . . . . 3-11

Creating and Maintaining Contact Information . . . . . . . . . . . . . . 3-11Adding contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12Setting a default contact . . . . . . . . . . . . . . . . . . . . . . . . 3-13Changing contact information . . . . . . . . . . . . . . . . . . . . 3-13Removing contacts . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14

Managing Rep Assignments . . . . . . . . . . . . . . . . . . . . . . . . 3-14Assigning reps to a site . . . . . . . . . . . . . . . . . . . . . . . . 3-15

Removing rep assignments . . . . . . . . . . . . . . . . . . . . . . 3-15Setting a default rep for a site . . . . . . . . . . . . . . . . . . . . . 3-16Filtering the rep list . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17

Manufacturer/Chain Region Assignments. . . . . . . . . . . . . . . . . 3-17


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Rep Manager Chapter 4Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1The Rep Manager Window . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Module tool bar action buttons . . . . . . . . . . . . . . . . . . . . 4-2Rep list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Filtering the rep list . . . . . . . . . . . . . . . . . . . . . . . . 4-3General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5Details tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6Sites Assigned to Rep tab . . . . . . . . . . . . . . . . . . . . . . . . 4-7Calls Assigned to Rep tab . . . . . . . . . . . . . . . . . . . . . . . . 4-7

Changing Rep Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7Removing Reps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8Managing Site Assignments . . . . . . . . . . . . . . . . . . . . . . . . . 4-8

Assigning sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8Unassigning sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9Assigning default reps . . . . . . . . . . . . . . . . . . . . . . . . 4-10

Managing Call Assignments . . . . . . . . . . . . . . . . . . . . . . . . 4-10Filtering the call list . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11Changing call details . . . . . . . . . . . . . . . . . . . . . . . . . 4-11

Product Manager Chapter 5Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1The Product Manager Window . . . . . . . . . . . . . . . . . . . . . . . 5-1

Module tool bar action buttons . . . . . . . . . . . . . . . . . . . . 5-2Products tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Product Sets tab . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Products tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4Product list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5Chain Attributes tab . . . . . . . . . . . . . . . . . . . . . . . . 5-5Site Attributes tab . . . . . . . . . . . . . . . . . . . . . . . . . 5-6Assigned tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6

Product Sets tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7Managing Products. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7

Adding products . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8Changing products . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9Removing products . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9

Managing Products Sets . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10Adding products sets . . . . . . . . . . . . . . . . . . . . . . . . . 5-10Changing products sets . . . . . . . . . . . . . . . . . . . . . . . . 5-11Removing products sets . . . . . . . . . . . . . . . . . . . . . . . 5-12

Assigning Products to Chains, Sites, and Product Sets . . . . . . . . . . 5-12Adding products to chains . . . . . . . . . . . . . . . . . . . . . . 5-12Assigning products to sites . . . . . . . . . . . . . . . . . . . . . . 5-14Assigning products to product sets . . . . . . . . . . . . . . . . . 5-15

Using Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

Filter By FormProducts tab . . . . . . . . . . . . . . . . . . . . . 5-16Filtering by sites . . . . . . . . . . . . . . . . . . . . . . . . . 5-17Removing filters . . . . . . . . . . . . . . . . . . . . . . . . . 5-18

Filter by ProductProduct Set tab . . . . . . . . . . . . . . . . . . 5-18


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Call Report Builder Chapter 6Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1The Call Report Builder window . . . . . . . . . . . . . . . . . . . . . . 6-2

Additions to the menu bar . . . . . . . . . . . . . . . . . . . . . . . 6-3View menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Call Report Builder menu . . . . . . . . . . . . . . . . . . . . . 6-3

Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Call reports pane . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Forms pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5Contents pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5

Module tool bar action buttons . . . . . . . . . . . . . . . . . . . . . 6-6Understanding Call Reports . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

Call report forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Survey form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Grid form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Late-binding grid form . . . . . . . . . . . . . . . . . . . . . . . 6-7Instructions form . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8

Call report specification workflow . . . . . . . . . . . . . . . . . . . 6-8Step 1 - Create the call report record . . . . . . . . . . . . . . . 6-8Step 2 Assess users and question types . . . . . . . . . . . . . 6-8

Step 3 - Create the forms . . . . . . . . . . . . . . . . . . . . . . 6-8Step 4 Prepare the call report for deployment . . . . . . . . . . 6-8

Building Call Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9Creating the call report record . . . . . . . . . . . . . . . . . . . . . 6-9About using scripts with call reports . . . . . . . . . . . . . . . . . 6-10

If you distribute call reports to multiple client types . . . . . . 6-10About scripting IDs . . . . . . . . . . . . . . . . . . . . . . . . 6-10Attaching scripts to call reports . . . . . . . . . . . . . . . . . 6-11

Inserting survey forms . . . . . . . . . . . . . . . . . . . . . . . . 6-12Inserting grid forms . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13

Inserting a standard grid form . . . . . . . . . . . . . . . . . . 6-13Inserting a late-binding grid form . . . . . . . . . . . . . . . . 6-13

Inserting instructions forms . . . . . . . . . . . . . . . . . . . . . . 6-14

Copying existing forms . . . . . . . . . . . . . . . . . . . . . . . . 6-15Adding Products, Questions, and Instructions to Forms . . . . . . . . . 6-16

Adding questions to survey forms . . . . . . . . . . . . . . . . . . 6-16Adding IVR-enabled questions to survey forms . . . . . . . . 6-17Adding audio to an IVR-enabled question . . . . . . . . . . . 6-18

Adding questions and products to grid forms . . . . . . . . . . . . 6-18Adding questions . . . . . . . . . . . . . . . . . . . . . . . . . 6-18Adding products . . . . . . . . . . . . . . . . . . . . . . . . . 6-19

Adding questions and product sets to late-binding grid forms . . . 6-21Adding questions to late-binding grid forms . . . . . . . . . . 6-21Adding product sets to late-binding grid forms . . . . . . . . . 6-21

Adjusting grid form display properties . . . . . . . . . . . . . . . . 6-22Adjusting grid display propertiesan overview . . . . . . . . . 6-22

Extending grids with display-only information . . . . . . . . . 6-23Adding content to instructions forms . . . . . . . . . . . . . . . . 6-27Changing questions, products, and instructions in forms. . . . . . . . . 6-29

Changing survey form questions . . . . . . . . . . . . . . . . . . . 6-29Changing survey question content . . . . . . . . . . . . . . . . 6-29Changing survey question order . . . . . . . . . . . . . . . . . 6-29Marking survey questions as required . . . . . . . . . . . . . . 6-29


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Changing grid form questions . . . . . . . . . . . . . . . . . . . . 6-30Changing grid question content . . . . . . . . . . . . . . . . . 6-30Changing grid question order . . . . . . . . . . . . . . . . . . 6-30Marking grid questions as required . . . . . . . . . . . . . . . 6-30

Changing grid form products . . . . . . . . . . . . . . . . . . . . 6-31Changing grid product order . . . . . . . . . . . . . . . . . . 6-31Marking grid products as required . . . . . . . . . . . . . . . 6-31

Changing instructions form content . . . . . . . . . . . . . . . . . 6-31Removing instructions forms . . . . . . . . . . . . . . . . . . . . . 6-32Removing questions and products . . . . . . . . . . . . . . . . . . 6-32

Exploring Question Types . . . . . . . . . . . . . . . . . . . . . . . . . 6-32Question types . . . . . . . . . . . . . . . . . . . . . . . . . . 6-33

Choice type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-34Adding choices . . . . . . . . . . . . . . . . . . . . . . . . . . 6-35Manually adding choices . . . . . . . . . . . . . . . . . . . . 6-35Selecting from the Available Choice Sets list . . . . . . . . . . 6-35Changing choices . . . . . . . . . . . . . . . . . . . . . . . . . 6-36Removing choices . . . . . . . . . . . . . . . . . . . . . . . . 6-36Adding choice sets . . . . . . . . . . . . . . . . . . . . . . . . 6-36Adding choice sets from the Question dialog box . . . . . . . 6-37

Changing and removing choice sets . . . . . . . . . . . . . . . 6-37Currency type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-37

Specifying a currency type question . . . . . . . . . . . . . . . 6-38Extending the Currency Code list . . . . . . . . . . . . . . . . 6-39

Date type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-40DateTime type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-41Decimal(Short) type . . . . . . . . . . . . . . . . . . . . . . . . . . 6-41Image type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-43Integer type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-43Separator type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-45

Adding survey form question separators . . . . . . . . . . . . 6-45Adding grid form product separators . . . . . . . . . . . . . . 6-45

Text type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-46

Text(Short) type . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-46Time type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-47Managing Libraries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-48

Question library . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-48Choice set library . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-49

Viewing Call Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-52Viewing previous call report versions . . . . . . . . . . . . . . . . 6-52

Changing Call Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-53Making new call report versions . . . . . . . . . . . . . . . . 6-53

Duplicating call reports . . . . . . . . . . . . . . . . . . . . . . . . 6-54Changing call report properties . . . . . . . . . . . . . . . . . . . 6-54Removing call reports . . . . . . . . . . . . . . . . . . . . . . . . 6-55Changing forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-55Setting form order . . . . . . . . . . . . . . . . . . . . . . . . . . 6-55

Preparing Call Reports for Deployment . . . . . . . . . . . . . . . . . . 6-56


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Call Scheduler Chapter 7Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1About Call Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Concepts You Need to Understand . . . . . . . . . . . . . . . . . . . . . 7-2

Call report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Project template . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Campaign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3

Ways to Schedule Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4Standard scheduling projects . . . . . . . . . . . . . . . . . . . . 7-4Rule-based scheduling projects . . . . . . . . . . . . . . . . . . 7-5Self-scheduling projects . . . . . . . . . . . . . . . . . . . . . . 7-5Broadcast scheduling projects . . . . . . . . . . . . . . . . . . . 7-6Creating calls manually . . . . . . . . . . . . . . . . . . . . . . . 7-6Moving calls between projects . . . . . . . . . . . . . . . . . . . 7-6

Starting Call Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7If Call Scheduler wont start . . . . . . . . . . . . . . . . . . . . 7-7

The Call Scheduler window . . . . . . . . . . . . . . . . . . . . . . . 7-8Menu bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8

Scheduler frame and command bar . . . . . . . . . . . . . . . . 7-8Campaign-project tree . . . . . . . . . . . . . . . . . . . . . . . 7-8Campaign Manager . . . . . . . . . . . . . . . . . . . . . . . . . 7-9Call Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10

Managing Campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12Opening Campaign Manager . . . . . . . . . . . . . . . . . . . . . 7-12Adding campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13Changing campaigns . . . . . . . . . . . . . . . . . . . . . . . . . 7-14Extending campaign, project, and call end dates . . . . . . . . . . 7-14

Adjusting end dates for rule-based and standard schedulingprojects . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15

Adjusting end dates for broadcast and self-scheduling projects 7-15How to adjust campaign and project end dates . . . . . . . . . 7-16

Removing campaigns . . . . . . . . . . . . . . . . . . . . . . . . . 7-16Managing Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17

Understanding project types and scheduling types . . . . . . . . . 7-18Project types . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18Scheduling types . . . . . . . . . . . . . . . . . . . . . . . . . 7-19

Immediate vs. background scheduling . . . . . . . . . . . . . . . . 7-19Viewing Project Details . . . . . . . . . . . . . . . . . . . . . . . . 7-20

Project status . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21Project statistics . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21

Adding standard or rule-based scheduling projects . . . . . . . . . 7-21Selecting sites and reps in standard scheduling projects . . . . . . . . . 7-28

Defining site/rep selection criteria in rule-based scheduling . . . . 7-30Explicit site selection . . . . . . . . . . . . . . . . . . . . . . . 7-30

Dynamic site selection . . . . . . . . . . . . . . . . . . . . . . 7-31Dynamic rep selection . . . . . . . . . . . . . . . . . . . . . . 7-32Adding advanced rules . . . . . . . . . . . . . . . . . . . . . . 7-33Text-based attributes that accept wildcards . . . . . . . . . . . 7-34Previewing results for dynamic site or rep selection . . . . . . 7-35

Adding a self-scheduling project . . . . . . . . . . . . . . . . . . . 7-35Enabling self-scheduling projects . . . . . . . . . . . . . . . . 7-35Creating a self-scheduling project . . . . . . . . . . . . . . . . 7-37

Adding a broadcast scheduling project . . . . . . . . . . . . . . . . 7-40


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Changing projects . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-41About changing project end dates . . . . . . . . . . . . . . . . 7-41Ways to change projects . . . . . . . . . . . . . . . . . . . . . 7-41

Removing projects . . . . . . . . . . . . . . . . . . . . . . . . . . 7-42Managing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-42

Viewing and filtering the call list . . . . . . . . . . . . . . . . . . . 7-42Viewing calls for a selected project . . . . . . . . . . . . . . . 7-42

Viewing all calls regardless of campaign . . . . . . . . . . . . 7-45Interpreting call status . . . . . . . . . . . . . . . . . . . . . . . . 7-46Viewing call details . . . . . . . . . . . . . . . . . . . . . . . . . . 7-47Adding calls manually . . . . . . . . . . . . . . . . . . . . . . . . 7-47Moving calls between projects . . . . . . . . . . . . . . . . . . . . 7-48Changing calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-49Removing calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-50

Managing Exceptions . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-50Exception types . . . . . . . . . . . . . . . . . . . . . . . . . . 7-51Exception status . . . . . . . . . . . . . . . . . . . . . . . . . 7-52

Viewing and filtering the exception list for a project . . . . . . . . 7-53Viewing exception details . . . . . . . . . . . . . . . . . . . . . . 7-55Handling exceptions manually . . . . . . . . . . . . . . . . . . . . 7-55

Ignoring exceptions . . . . . . . . . . . . . . . . . . . . . . . 7-55Removing exceptions . . . . . . . . . . . . . . . . . . . . . . 7-56

Handling exceptions using automatic verification . . . . . . . . . 7-56Preparing for automatic verification . . . . . . . . . . . . . . . 7-57What happens when you run automatic verification . . . . . 7-57Enabling automatic exception verification . . . . . . . . . . . 7-58Initiating automatic exception verification . . . . . . . . . . . 7-58

Promotion Manager Chapter 8Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1The Promotion Manager Window. . . . . . . . . . . . . . . . . . . . . . 8-1

Module tool bar action buttons . . . . . . . . . . . . . . . . . . . . 8-2Chain Promotion tab . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Site Promotion tab . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4Chain Promotions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5Site Promotions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5

Sync Manager Chapter 9Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

How site update synchronization works . . . . . . . . . . . . . . . . 9-1About adding new sites for self-scheduling calls . . . . . . . . . . . 9-2

How matching works . . . . . . . . . . . . . . . . . . . . . . . 9-2If FDM doesnt find a matching site . . . . . . . . . . . . . . . . 9-2

The Sync Manager Window . . . . . . . . . . . . . . . . . . . . . . . . 9-3Module tool bar action buttons . . . . . . . . . . . . . . . . . . . . 9-3Sites tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Outlet table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5Contacts tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6

Contact table . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7Managing Change Requests . . . . . . . . . . . . . . . . . . . . . . . . . 9-7

Accepting change requests . . . . . . . . . . . . . . . . . . . . . . . 9-7Editing change requests . . . . . . . . . . . . . . . . . . . . . . . . 9-8Discarding change requests . . . . . . . . . . . . . . . . . . . . . . 9-8Manually matching a new site with an existing one . . . . . . . . . 9-8


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Import Manager Chapter 10Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1Using Import Manager to Run an Import . . . . . . . . . . . . . . . . . 10-1Setting Up the Import File . . . . . . . . . . . . . . . . . . . . . . . . . 10-3

General formatting rules . . . . . . . . . . . . . . . . . . . . . . . 10-3Validation rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4Action field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4File format requirements . . . . . . . . . . . . . . . . . . . . . . . 10-4

Rep Permission Group . . . . . . . . . . . . . . . . . . . . . . 10-5Rep . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10Outlet region . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12ProductSet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13ProductChainAttribute . . . . . . . . . . . . . . . . . . . . . . 10-14ProductSiteAttribute . . . . . . . . . . . . . . . . . . . . . . . 10-14ChainPromotion . . . . . . . . . . . . . . . . . . . . . . . . . 10-15SitePromotion . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-16

Using the SAImport Command Line Utility . . . . . . . . . . . . . . . . 10-16Import Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-19

Sample Import File Log . . . . . . . . . . . . . . . . . . . . . . 10-19

Export Profile Manager Chapter 11Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1Using Export Profile Manager . . . . . . . . . . . . . . . . . . . . . . . 11-1

The Export Profile Manager Window . . . . . . . . . . . . . . . . . 11-2Module tool bar action buttons . . . . . . . . . . . . . . . . . . . . 11-2Export profile list . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3

Sorting the export profile list . . . . . . . . . . . . . . . . . . . 11-3Managing Export Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . 11-3Changing Export Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . 11-21Duplicating Export Profiles . . . . . . . . . . . . . . . . . . . . . . . . . 11-21

Removing Export Profiles and Data Files . . . . . . . . . . . . . . . 11-22Generating an Export Data File . . . . . . . . . . . . . . . . . . . . . . 11-22Using the SAExport Command Line Utility . . . . . . . . . . . . . . . . 11-23Export Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-25

Sample export file log . . . . . . . . . . . . . . . . . . . . . . 11-26

FDM Desktop Tools Chapter 12Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1Managing the Manufacturers List . . . . . . . . . . . . . . . . . . . . . 12-1Managing the Chains List . . . . . . . . . . . . . . . . . . . . . . . . . 12-3Customizing Nomenclature . . . . . . . . . . . . . . . . . . . . . . . . 12-5Customizing Field Labels . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6


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Managing Completed Callsusing FDM PC WebClient

Appendix AOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1About Administration using FDM PC WebClient . . . . . . . . . . . . . . A-1

Considerations when using FDM PC WebClient for callmanagement . . . . . . . . . . . . . . . . . . . . . . . . A-2

Logging into FDM PC WebClient . . . . . . . . . . . . . . . . . . . . . . A-2Approving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3

About the call approval process . . . . . . . . . . . . . . . . . . . . A-3Enabling call approval . . . . . . . . . . . . . . . . . . . . . . . . . A-4

In Thinque Management Console . . . . . . . . . . . . . . . . . A-4In FDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . A-5

Opening the Calls Pending Approval screen . . . . . . . . . . . . . A-6Ways to approve calls . . . . . . . . . . . . . . . . . . . . . . . . . A-6

Approving calls without changes . . . . . . . . . . . . . . . . . A-6Approving calls with changes . . . . . . . . . . . . . . . . . . . A-7

Filtering the call list . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8Reverting to the original call list . . . . . . . . . . . . . . . . . . A-9

Editing Completed Calls . . . . . . . . . . . . . . . . . . . . . . . . . . A-10Who can edit calls . . . . . . . . . . . . . . . . . . . . . . . . . . A-10Enabling call editing . . . . . . . . . . . . . . . . . . . . . . . . . A-11

In Thinque Management Console . . . . . . . . . . . . . . . . A-11In FDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . A-12

Calls eligible for editing . . . . . . . . . . . . . . . . . . . . . . . A-12How to edit calls . . . . . . . . . . . . . . . . . . . . . . . . . . . A-13

Setting Up Scan-and-Searchon the FDM Handheld Client

Appendix BOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1The FDM Scan-and-Search Feature . . . . . . . . . . . . . . . . . . . . . B-1Enabling Scan-and-Search (Default Behavior) . . . . . . . . . . . . . . . B-2Customizing Scan Behavior for Chains . . . . . . . . . . . . . . . . . . . B-3

The scan.txt file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-3Distributing scan settings . . . . . . . . . . . . . . . . . . . . . . . . B-4

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1


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About This Guide

Preface

PurposeThis guide explains how to use the Mobile Solutions Platform (MSP) Field DataModule (FDM) Desktop application. FDM Desktop is designed for administratorsand managers who need to:

set up applications for field data collection that are tailored for their enterprise distribute call reports to field reps

This guide also includes addenda that explain how to perform specialadministrative functions using tools other than FDM Desktop to:

manage call reports once field reps have completed and uploaded them (usingFDM PC WebClient)

customize scan-and-search behavior on handheld devices (using initializationfiles)

This guide assumes the reader is familiar with Windows 2000. This guide alsoassumes FDM Desktop and FDM PC WebClient have already been installed, andthat users with appropriate administrative privilege have been set up using

Thinque Management Console.

Overview of Field Data ModuleFDM is an application that automates audit and data gathering activities in yourmarketplace. FDM provides server- and client-side components that allow you to:

construct call reports and distribute calls to field reps on a one-time orrecurring basis.

collect field reports from reps by means of data synchronization with mobiledevices, data delivery through the Web, or interactive voice response. FDMcollects data in real time, and stores it in a central location. This way, businessmanagers can analyze field conditions throughout the enterprise in a timelymanner.

FDM Desktop is the tool that allows you to model and administer businessapplications for your enterprise. Using FDM Desktop, you can specify reps, sites,products, regions, and promotions, and build relationships between them to createthe business model. With this information, you can create call reports, and thenschedule and deploy calls to designated field reps.


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xii Overview of Field Data Module

How it worksThe figure on the following page illustrates the major FDM system components andhow they relate conceptually.

Server components ThinqComm manages communications between field reps and the MSP server,

which includes the interchange of data between handheld- and Web browser-based FDM field clients and:

the MSP system database that contains licensing and user information, and

the MSP application database that contains the business model, call reports,call schedules, and corresponding field data supplied by reps.

MSP Interactive Voice Response (IVR) Servermanages data collection using voice-based surveys conducted over the telephone. As with call reports managed byThinqComm, the MSP IVR Server uses the MSP application database to extractsurvey content and to store answers received from the field.

Administrative client components Thinque Management Console (TMC) allows the FDM administrator to manage FDM

resources including user accounts, the application database, and software/filedistribution.

FDM Desktop allows business administrators and managers to:

specify regions, sites, reps, products, and promotions relevant to a businessapplication

build relationships between regions, sites, reps, products, and promotions

create call reports, and then schedule and distribute calls to designated fieldreps

Field client components Mobile Devices

Handhelds (PDAs) provide ways for FDM field reps to actively communicatewith the home office while in the field. First, reps download surveys andproduct spreadsheets that were created using FDM Desktop and completethem at the customers site; then, they transmit their responses back to theMSP server. The data is immediately available to managers for analysis.

Mobile PCs that run FDM PC WebClient allow field reps to respond to callsusing a Web browser and the Internet. Available in two versions, reps canuse FDM PC WebClient either always connected to the MSP server (callreports completed online) or disconnected from the MSP server (call reports

completed offline and then transmitted to the MSP server just likehandhelds).

Note FDM PC WebClient also supports special administrative functions to managecompleted calls. Access to these functions are restricted to users with appropriate privilege.

Telephone (IVR) allows field reps to respond to IVR-enabled calls using standardtelephones to dial in responses. As with information provided by way ofhandheld devices, the dialed-in information is immediately available tobusiness analysts.


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FDM Desktop Users Guide Overview of Field Data Module xiii

ThinqComm

Administrative Clients

Used by administrators & managers

Field Clients

Used by reps

MSP ServerComponents

MSP IVRServer

ThinqueManagement

ConsoleFDM Desktop

Handheld TelephoneWeb Browser

Administers usersand resources

for an enterpriseapplication

Create businessmodel and call

reports; distributeto field reps

Download callreports, complete

surveys and forms,and then uploadresponses

Supplyanswers to

IVR surveys

MSP SystemDatabase

MSP ApplicationDatabase

Business modelCall reportsField data

MSP user accountsApplication licensing

System logs

View andcomplete

surveys andforms while

(FDM PC WebClient)

online

Mobile PC with

Laptop computer


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xiv How to Use This Guide

How it gets set upFDM includes two administrative client applications that your administrator needsto use to set up the business application and communications environment:FDM Desktop (described in this guide) and the Thinque Management Console (TMC).

Use FDM Desktop to construct the business model, create call reports, and

schedule calls. This tools saves configuration information in the MSPapplication database.

Use TMC to configure ThinqComm: create user accounts (field reps, FDMDesktop users, and FDM administrators), define user permissions, and authorizespecial activities like whether a field rep can can change site/contactinformation or perform product spreadsheet searches using a scanner.

TMC saves configuration information in the MSP application and systemdatabases used by ThinqComm. ThinqComm components use this informationto manage incoming and outgoing data, and to make sure the data staged forpickup is in a format compatible with the recipients machine.

How to Use This GuideThis guide is organized around the structure of the FDM Desktop user interface.Administrative functions available in other applications are covered in theappendices.

To help you find the information you need, locate the heading that bestsummarizes what you want to do, and then read through the chapter descriptions.

Note If this i s your fi rst t ime using FDM, by all means start by reading Chapter 1, GettingStarted. FDM Desktop is a large applicaton. Chapter 1 will help you understand when and whyto use the different desktop modules, as well as the kinds of tasks that your FDM administratorneeds to complete in Thinque Management Console before you can use FDM Desktop.

Start here! Getting acquainted with FDM Desktop

Chapter 1, Getting Started, which provides an overview of what you need to doto set up a business application, create call reports, and schedule calls. It alsoexplains the mechanics of using the FDM Desktop application and how toperform common functions such as calendar date entry.

Setting up the business model

Chapter 2,Region Manager, which explains how to set up hierarchies thatestablish structure for your business field rep and customer (site) organization(important for call assignment and distribution), as well as manufacturers and

chains (used in reports). Chapter 3,Site Manager, which explains how to manage customer details and

assign reps to customer sites.

Chapter 4,Rep Manager, which explains how to manage field personnel data,assign reps to customer sites, and view calls scheduled for reps.

Chapter 5,Product Manager, which explains how to add products to theinventory of products you can include in a call report form, and how to group


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products into named sets you can attach to a call report and then dynamicallyupdate during call scheduling.

Chapter 8,Promotion Manager, which explains how to specify promotionsrunning at specific sites and chains.

Chapter 12, FDM Desktop Tools , which explains how to specify chains andmanufacturers relevant to your enterprise.

Creating call reports and scheduling calls

Chapter 6, Call Report Builder, which explains how to create and integratesurveys, product spreadsheets (grid forms), and instructions into a call report.

Chapter 7, Call Scheduler, which explains how to create scheduling specificationsthat relate call reports to reps and sites, generate calls automatically, create callsmanually, review scheduled calls, and if needed, adjust details of scheduledcalls.

Importing and exporting data

Chapter 10, Import Manager, which explains how to establish selected portions

of your business model by importing legacy data into the MSP applicationdatabase using either the Import Manager module in FDM Desktop or the DOS-based SAImport utility.

Chapter 11,Export Profile Manager, which explains how to extract data from theMSP application database into text files using either the Export Profile Managerin FDM Desktop or the DOS-based SAExport utility; once exported, you can usethese files as input to third-party applications like Microsoft Excel.

Managing completed calls and other data received from the field

Chapter 9,Sync Manager, which explains how to process change requestsreceived from the field for customer site information.

Appendix A,Managing Completed Calls using FDM PC WebClient , which explains

how users with administrative privilege can review, approve, and edit callscompleted by field reps. These capabilities are available in FDM PC WebClientonly, not FDM Desktop.

Customizing FDM applications

Chapter 12, FDM Desktop Tools , which explains how to change FDM Desktopterminology to suit your business model.

Appendix B,Setting Up Scan-and-Search on the FDM Handheld Client, which explainshow the scan feature works with product spreadsheets (grid forms) in its defaultmode and how you can customize its behavior on a handheld device.


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xvi How to Use This Guide

Typographical ConventionsThis guide adheres to these typographical conventions.

This notation... Means this... Example

monospace font Any of the following, depending on context: Commands or text typed at the keyboard

Source code

In the Show Severity Level textbox, type WARNINGS.

italic One of the following, depending on context:

Emphasis

Book, chapter, or heading cross-references

Parameter placeholder, for example, incommand and programming language syntax;the user needs to substitute a value

Generic calls function as calltemplates that you can use to...

To run an import, type:saimport file_name

where file_name contains thedatabase records.

S A specific key on the keyboard. The plus (+) symbolbetween key symbols means you need to press

keys concurrently.

PressS+s

Tip providing advice like best-practice methods orshortcuts.

Caution or discussion of particular importance.Typically conveys higher precedence than a note.

Additional command line or programming syntax conventions:

| (pipe symbol) Separator for mutually exclusive choices Yes | No

< >(angle brackets)

Possible values for a required syntax element; anglebrackets are not literal.

{ }(curly braces)

Optional syntax element; curly braces are not literal. {input_value}

*(asterisk symbol)

Optionally repeat syntax element; can appear withangle and curly brace syntax elements

input_value{, input_value}*

To optimize performance...

Make sure you...If you dont, the operationwill fail.


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FDM Desktop Users Guide Related Documentation xvii

Related DocumentationDocumentation for FDM is available in PDF format.

Obtaining and viewing PDF documentsDocument PDF files reside in the \Docs directory on the MSP installation CD. The

installer also copies MSP application guides to the target machine (within the Docssubfolder under the MSP component folder specified during installation) and setsup access from the Windows Start menu. The MSP installation CD includes AdobeAcrobat Reader, which you need to use to view PDF documents.

To view PDF documents for an MSP component

1 Make sure you have installed Acrobat Reader. If not, run the executable in the\REDIST\Acrobat Reader folder on the MSP installation CD and follow the on-screen installation instructions.

2 On the machine youve installed the MSP component on, click the WindowsStart menu.

3 Click Program Files, and then click Thinque Systems document_name.

Note The Field Data Module Users Guide does not install on handheld devices. Look forthis document on the machine where FDM Desktop installs.

This book... Explains this...

Documents available on the installation CD only (\Docs folder)

FDM Installation and Conf iguration Installation and configuration for FDM handheld devices, FDM PCWebClient, and MSP server components

Installed documents (also available on the installation CD)

For MSP server components

FDM Desktop Users Guide How to implement a basic FDM business application, create call reports,and schedule calls for distribution to your field reps.

TMC Administrators Guide How to use TMC to:

administer and troubleshoot ThinqComm server-side resources

create FDM Desktop and field users, set user permissions, andauthorize special FDM activities

define software and file distribution

For field users

Field Data Module Users Guide How to manage calls and view and update site information while in thefield, using either a handheld device, mobile PC running the browser-based FDM PC WebClient), or interactive voice response.


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xviii Related Documentation


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Getting Started

Chapter 1

OverviewThis chapter introduces MSP Field Data Module (FDM) Desktop, which allows youto set up your business applications and distribute calls to field reps. Topics include:

Overview of what you need to do to become operational, which includes

setting up FDM user accounts and creating business applications Starting FDM Desktop

Moving around the desktop

Using common desktop functions like the filter and calendar features.

This chapter assumes you are familiar with the introductory information inOverview of Field Data Module in the preface.

What You Need to Do

The workflow shown below illustrates the minimum you need to do to set up anew FDM installation. In particular, before developing your business applicationsin FDM Desktop, you need to set up FDM user accounts using ThinqueManagement Console (TMC). These accounts define logon access to FDM Desktopincluding permitted activities, as well as accounts for field reps used in yourbusiness model.

ThinqueManagement

Console

FDM Desktop

Set up desktopusers and field reps

Createbusiness

applications

Create FDM user accountsConfigure FDM Desktop users

Specify reps, sites, regions, products...Relate reps, sites, regions, products...Create, schedule, and distribute call reports

Configure field reps


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1-2 What You Need to Do

Setting up desktop users and field repsTo perform activities in FDM Desktop, users require appropriate access rights,which your FDM administrator (if not you) needs to define using TMC. Also, todevelop the business model, the user accounts for field reps need to be definedusing TMC.

For complete instruction, consult Chapter 3, Setting Up Users, in the TMC AdministratorsGuide. That chapter explains how to create and configure user accounts, and how to assignaccess rights to individual users by means of permissions.

If you have login rights to TMC, here are a few introductory guidelines for settingup FDM user accounts:

In the User Properties dialog box, make sure you supply values for the settingson the General and the Attributes tabs. Ignore the other tabs.

On the General tab, set the Access Level to Regular User; this applies to botha desktop user or a field rep.

Under Permissions Manager, set the appropriate permissions. For a desktopuser, this means assigning access to the FDM Desktop modules this user needs.For a field rep who uses Web access, this means assigning access to FDM PC

WebClient.

Common user setupsHere are example setups for the most common types of users. The TMCAdministrators Guide describes more variations.

If you want to... Do this...

Set up a field rep who has no FDMDesktop access

On the Attributes tab in the User Properties dialog box:

Check the Is Field User box. The Is Field User check box determineswhether a user appears in the rep list when running Rep Manager(and other modules) in FDM Desktop.

If the rep uses a handheld device, check the Has Device box; if the repuses the FDM PC WebClient, check the Is Web User box.

If the rep uses the FDM PC WebClient, under Permissions Manager, clickPermissions Groups. Then right-click the Web Client User Group andclick Properties. On the Users tab, add the rep to the Users Available list.

Set up an FDM Desktop user with fullaccess rights; as administrator, thisuser can set up the business model,create call reports, deploy calls to fieldreps, and change FDM Desktopnomenclature and dialog box labels

Under Permissions Manager in the console tree, click PermissionsGroups.

Right-click the Administrator Group and then click Properties.

On the Users tab, add the user to the Users Available list.

Set up an FDM Desktop user who is

limited to creating call reports anddeploying calls

Under Permissions Manager in the console tree, click Permissions

Groups. Right-click the Call Administrator Group and then click Properties.

On the Users tab, add the user to the Users Available list.


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FDM Desktop Users Guide What You Need to Do 1-3

Constructing the business model and applicationsOnce the desktop and field rep user accounts have been set up using TMC, you canbegin constructing your business model and applications using FDM Desktop. Theworkflow shown here illustrates what you typically need to do.

The buttons at left represent the specific modules (for example Site Manager) you

need to use to complete each task. These modules, which are functionalcomponents of FDM Desktop, are introduced inFDM Desktop modules on page 1-10,and described in the remaining chapters in this guide.

Note When you set up the business model, you can populate the MSP application databaseeither manually, using the appropriate FDM Desktop module (for example, Product Manager)or using Import Manager to import data from your legacy systems.

Business Model(building blocks)

Business Application

Defineregion hierarchy

Define sites

Specify rep details

Build region, site,and rep relationships

Build productdatabase

Constructcall reports

Assign, schedule,and deploy calls


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1-4 Starting FDM Desktop

Other tasksIn addition to the tasks shown in the workflow, FDM Desktop provides features tointegrate promotions, manufacturers, and chains; you can find out more aboutthese in Chapter 8,Promotion Managerand Chapter 12,FDM Desktop Tools,respectively.

Starting FDM DesktopTo start and log on to FDM Desktop, you must already have a user name andpassword set up as described in the previous section.

To start and log on to FDM Desktop

1 Do one of the following:

Click the Windows Start button and then click Programs > ThinqueSystems > FDM Desktop.

If there is a shortcut icon on your desktop, double-click the FDM Desktopicon. The opens the FDM Desktop window.

2 In the Username text box, enter your assigned user name.

3 In the Password text box, enter a valid password.

4 If you are connecting to the MSP server remotely using a dial-up connection,check the Dial-up Connection box. If you are connecting to the applicationserver directly, leave the check box clear.

5 Click OK. This starts FDM Desktop.

If you enter an invalid user name or password, FDM displays a message boxdescribing the problem. Check with your FDM administrator about setting up avalid user account.


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FDM Desktop Users Guide FDM Desktop Basics 1-5

FDM Desktop BasicsFDM Desktop is an application that provides access to several functionally distinctmodules which are described in the remaining chapters of this guide. However,some basic operations apply to FDM Desktop and all its modules. The followingsections describe these system basics.

FDM Desktop application windowThe FDM Desktop application window provides the workspace and functionalframework for its modules.

Title bar

The title bar displays the application name and the name of the active module.

Menu barThe menus in FDM Desktop vary according to the active module. The standardcommands are described in this section. Module-specific menus are described inthe appropriate chapter describing the module.

workspacestatus bar

title barmenu bar module window

module tool bar

action button


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1-6 FDM Desktop Basics

File menu

The nomenclature on the File menu varies according to the active module. Thefunctionality, however, is the same for all modules.

Edit menu

The Editmenu offers access to commonly used editing options such as cut, copy,

and paste.

View menu

There are several variations of the View menu, depending on the active module.

Use this command... To do this...

New Create a new record in the active module.

Close Close the active window.

Save Save the active record.

Save and Add Save the active record and create a new blank record.

Cancel Changes Discard any changes made to the active record after thelast save.

Exit Close all open windows and quits the application.


Cut Cut the selected item to the clipboard.

Copy Copy the selected item to the clipboard.

Paste Paste copied item from the clipboard.

Delete Remove the selected item.


Filter by Form Display the filter buttons (this item varies according toactive module).

Remove Filter Remove filter settings (this item varies according toactive module).

Apply Filter Apply filter settings, when filter buttons are available(this item varies according to active module).

Clear Fields Clear filter fields (this item varies according to activemodule).

Cancel (Filter) Cancel current (filter) action (this item varies accordingto active module).


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Go menu

The options available from the Go menu vary according to user permissions set upin TMC.

Current View Display the following submenu (Call Report Builderonly):

View By Name. View call reports by their name.

View By Manufacturer. View call reports by theirmanufacturer.

View By Owner. View call reports by their owner.

Show Previous Versions. View all versions of callreports.

Properties. Display call report properties.

Toolbar When selected, displays tool bar (at the top of thewindow).

Sidebar When selected, displays the module tool bar (along theleft side of the window).

Status Bar Display filter criteria and item list quantity (at thebottom of the window).

Refresh Update the data in the active window.

Use this command... To open this window...

Rep Manager Rep Manager; see Chapter 4,Rep Manager.

Site Manager Site Manager; see Chapter 3,Site Manager.

Call Report Builder Call Report Builder; see Chapter 6, Call Report Builder.

Call Scheduler Call Scheduler; see Chapter 7, Call Scheduler.Product Manager Product Manager; see Chapter 5,Product Manager.

Export Profile Manager Export Profile Manager; see Chapter 11,Export Profil eManager.

Sync Manager Sync Manager; see Chapter 9,Sync Manager.

Region Manager Region Manager; see Chapter 2,Region Manager.

Promotion Manager Promotion Manager; see Chapter 8,Promotion Manager.

Import Import Manager; see Chapter 10,Import Manager.



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Tools menu

The Tools menu provides access to the following:

application features that allow you to specify manufacturers and chains foryour business model

FDM administration features to customize the FDM Desktop user interface

Window menu

Use the Window menu to organize any open windows as follows:

The Cascade command arranges open module windows for easy accessibility.

Additional commands numerically identify the open module windows (RepManager, Site Manager, and so on). The active module is checked. You canswitch to another open window by selecting the window you want to display.

Help menu

The Help menu provides access to the following: The MSP Help option, which opens PDF versions of the chapters in this guide.

To view these files, make sure you have installed Adobe Acrobat Reader.

The About FDM option, which displays FDM Desktop version information.

Call Report Builder menu

The Call Report Builder menu displays when the Call Report Builder module is theactive window. Refer to Chapter 6, Call Report Builderfor more information.


Manufacturers Display the Manufacturers dialog box that allows youto add, change, and remove entries in your list ofmanufacturers.

Chains Display the Chains dialog box that allows you to add,change, and remove entries in your list of chains.

Customize Nomenclature Display the Nomenclature Items dialog box that allowsyou to customize the names of objects referred to in theFDM Desktop (such as module names).

Customize Field Labels Display the Field Labels dialog box that allows you tocustomize the name of fields appearing in FDMDesktop dialog boxes.


Make New Version Create a new version of a locked call report.

Insert New Display a submenu for selecting a new Form, Question,or Product to be inserted into a call report.

Duplicate Call Report Duplicate the selected call report (with a new versionnumber).

Add Question to Library Add the selected question to the Question Library.

Open Question Library Display the Question Library.


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Application tool barShortcut buttons for commonly used commands such as new, save, cut, copy, andpaste are available in the application tool bar.

Status barGeneral status information and system messages display on the status bar, locatedalong the bottom of the application window.

WorkspaceIndividual FDM Desktop modules open and display in the workspace. You canopen more than one module at a time and change the module windows size.

Module windowEach module opens in a separate window within the workspace. You can openmore than one module at a time.

Module tool barThe module tool bar contains the shortcut button you need to click to start themodule and to view the action buttons you can use when the module is active. Theshortcut buttons are arranged into module groups. For example, when you click theReps/Territories group, shortcut buttons for Rep Manager and Regional Managerappear. If you then click the Rep Manager shortcut button, the Rep Managermodule window opens in the FDM Desktop workspace, and action buttons appearin the module tool bar.

shortcut buttons action buttons


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FDM Desktop modulesFDM Desktop comprises several functional modules introduced here. For details,see the specified chapter, which describes how to use features of the module.

Note For a chapter roadmap by task, see "How to Use This Guide" in the preface. There, youcan find chapters ( thus desktop modules) grouped by function; for example, which chapters to

read to set up the business model. Chapter 2,Region Manager. Use Region Manager to define:

the hierarchical structure (typically by geographical area) of your businessorganization, so that you can assign customer sites and reps appropriately

alternate hierarchies for chain and manufacturer organizations importantto your business, so you can generate reports that contain familiar andmeaningful information.

Chapter 3,Site Manager. Use Site Manager to create and maintain detailedrecords for the customer sites/stores your representatives visit.

Chapter 4,Rep Manager. Use Rep Manager to specify details for the fieldrepresentatives previously set up using TMC. You can also filter the rep list and

view assigned call reports. Chapter 5,Product Manager. Use Product Manager to create a database of your

companys products as individual items and as sets.

Chapter 6, Call Report Builder. Use Call Report Builder to create call reports thatinclude questionnaires and product spreadsheets your field reps need to fillout.

Chapter 7, Call Scheduler. Use Call Scheduler to schedule and deploy calls to fieldreps.

Chapter 8,Promotion Manager. Use Promotions Manager to identify products orproduct sets scheduled for promotion during a given time period. Thisinformation is available to field reps and is useful when completing call reports.

Chapter 9,Sync Manager. Use Sync Manager to approve or reject changes to siterecords submitted by field reps.

Chapter 10,Import Manager. Use Import Manager to load legacy data into theMSP application database managed by FDM Desktop.

Chapter 11,Export Profile Manager. Use Export Manager to extract completed callreport data for further analysis.

Note Chapter 12, FDM Desktop Tools describes additional features available from the Toolsmenu. These features allow you to specify manufacturers and chains for your business modeland to customize the FDM Desktop user interface.

Using filtersFDM provides filtering options in each module to help you quickly locate anddisplay the information you are looking for. Using the filter, you can enter searchand retrieval criteria and thus restrict the results set. For example, when looking foruser records, you might want to restrict the user list to users with the last nameSmith.

Each module chapter includes filtering details. However, some basic filteringoptions apply to all modules.


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WildcardsWildcards are keyboard characters that you can use to represent zero or manycharacters when specifying filter criteria. In FDM, the asterisk (*) represents zero ormore characters, and the underscore (_) represents a single character.

Entering datesWhen engaged in tasks such as call scheduling, you need to enter date values tospecify when to start activities, deadlines, and so on. You can either type the dateinto the field provided, or you can use the calendar function.

To enter a date manually

In the date field, type the date using the format determined by the regionalsettings on your system. For example, if your system is set to the MM/DD/YYYYformat, enter a value like 04/15/2003.

To select a date using the calendar function

1 Click the browse button next to the date field to display the Calendar dialogbox.

2 Select the month and year from the lists, and then click the day.

3 Click OK to save the specified date setting and close the window or click Cancelto discard changes.


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1-12 Customizing FDM Desktop

Customizing FDM DesktopYou can adjust FDM Desktop presentation these ways:

Tailor module and field names.

Apply regional settings that affect decimal number, date, and time presentation.

Changing module nomenclature and field namesIf you have administrative privileges, for example, if you are a member of theAdministrator permissions group, you can change the names of modules andselected fields in dialog boxes and on tabs that appear in FDM Desktop. This way,you can tailor FDM Desktop for terminology consistent with your business andfamiliar to your desktop users. To find out more, see Chapter 12,FDM Desktop Tools.

Note If you customize module and field names, the results are visible throughout theapplication. That means that corresponding modules and field names in the documentationwill differ from the modules and field names displayed with your installation.

Establishing regional settingsFDM supports the regional settings defined on your computer for decimal numbers,date, and time values. If you change the regional settings on your system, makesure you exit FDM Desktop and restart it to have the settings take effect.

Note The FDM mobile client application and FDM PC WebClient also support regionalsettings.

Closing FDM Desktop

To log off from FDM Desktop

1 From the File menu, click Exit.

2 Click Yes to close all open windows and exit the application.


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Region Manager

Chapter 2

OverviewThis chapter describes how to use the Region Manager module in the MSP FieldData Module (FDM) Desktop to define the hierarchical structure of your businessorganization.

Topics in this chapter include how to: Create and maintain your business default organizational hierarchy; you will

use this hierarchy to define the relationship of sites (customers) and reps toregions so that Call Scheduler can generate and deploy calls appropriately

Create and maintain alternate hierarchies for chains and manufacturers; thesehierarchies provide text descriptions used in reports

View hierarchy alignment exceptions so you can fix discrepancies between repand site region assignments

Note Though this module is typically used to establish geographical structure for a business,hierarchies are not restricted to regional designations. You can specify the hierarchy in any waythat appropriately represents the aspect of your business you want to model. However, to

simplify the following discussion, this chapter refers to nodes in the hierarchy as regions.

The Region Manager WindowThe Region Manager window is divided into two panes. The top pane contains alist of defined hierarchies. The lower pane includes three tabbed pagesRegion,Level Names, and Exceptionswhich you use to manage hierarchies.

To start Region Manager

1 Start and log on to FDM Desktop.

2 On the module tool bar, click the Reps/Territories module group, and then clickthe Region Manager shortcut button.


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2-2 The Region Manager Window

The Region Manager window displays in the workspace.

Module tool bar action buttonsOnce you open Region Manager, the following action buttons appear in themodule tool bar.

Use this action button... To do this...

Add a new manufacturer or chain region set to the list.

Save any changes made to the selected regionalhierarchy.

Save the selected region set information and add a newset.

Cancel any changes made to the selected region set.

region set list

tabs


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FDM Desktop Users Guide The Region Manager Window 2-3

Region set listThe region set list displays existing hierarchies by name and type. Region Manageralways includes the [DEFAULT] region set, which is your business organizationalstructure. One of the first things you need to do when creating your business modelis to define the [DEFAULT] region set.

Region tabUse the Region tab to display, define, and maintain hierarchies. You can add newregions, change existing regions, and adjust the hierarchical structure.

Region tab tool barUse the Region tab tool bar to add regions (hierarchy node) and adjust hierarchystructure. The following diagram describes the tool bar buttons.

edit region name

create new region

move region down

within the current level

move region up

within the current level

decrease indent

by one level

indent region

one level


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2-4 The Region Manager Window

Level Names tabUse the Level Names tab to assign text descriptions to levels in your hierarchicalstructure. These descriptions can be used in reports to provide meaningfulinformation. You can create new levels and edit existing levels.

Exceptions tabFor the [DEFAULT] region set, the Exceptions tab lists conflicts or missingrelationships detected between regional and rep assignments. You can use this tabto identify exceptions, and then fix the problem manually using the appropriateFDM Desktop module.

Note This tab is not available for alternate chain and manufacturer hierarchies.


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FDM Desktop Users Guide Creating Region Sets 2-5

Creating Region SetsThe Region Manager module allows you to define the following multi-levelorganizational hierarchies:

the [DEFAULT] region set, which is reserved for your business internalstructure; to schedule calls effectively, you must define this region set, and then

assign customer sites and reps appropriately alternate region sets for chain and manufacturer organizations important to

your business; the structure you create here allows you to incorporatemeaningful information into reports.

Defining the [DEFAULT] region setThe [DEFAULT] region set defines your business organizational structure, typicallyby geographical area. Its best to define the [DEFAULT] region set early indevelopment so that you can assign reps and sites to predefined nodes/regions inthe hierarchy. For example, for a U.S.-based business, you can create a top-levelnode for each part of the country (for example, Pacific, Mountain, Central, andAtlantic). At lower levels, you can break this down further, for example, Northwest,Southwest, and so on.

To define the [DEFAULT] region set

1 In the Region Manager window, click the Regiontab.

2 Click the new region button to add a new node to the hierarchy. This opens theEnter Region Name dialog box.

3 Type in a name for the new node. Click Add to continue adding more nodes;click Done when you are finished creating nodes for this region set.

4 Use the arrow buttons on the Region tab tool bar to adjust the region levelsinto a hierarchical structure.

5 Click Save Region Set on the module tool bar to save your entries.


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2-6 Creating Region Sets

Creating chain/manufacturer region setsYou can create and maintain additional region sets that define the organizationalstructure of chains and manufacturers relevant to your business. The node namesin these hierarchies can be used in reports.

Note Before doing this, you must first set up your chains and manufacturers as described in

Chapter 12, FDM Desktop Tools.

To add region sets for chains and manufacturers

1 On the module tool bar, click New Region Set. The New Region Set dialog boxdisplays.

2 Depending on what this new region set will be used for, choose either theManufacturer option or the Chain option.

3 Select the appropriate chain or manufacturer from the list, and then click OK.The new region set appears highlighted in the region set list in the top pane ofthe Region Manager window.

4 On the Region tab tool bar, click the new region button to add a new node tothe hierarchy. This opens the Enter Region Name dialog box.

5 Type in a name for the new node. Click Add to continue adding more nodes;click Done when you are finished creating nodes for this region set.

6 Use the arrow buttons on the Region tab tool bar to adjust the region levels.

7 Click Save Region Set on the module tool bar to save your changes, or clickSave and Add New Region Set to save your changes and add a new region set.


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FDM Desktop Users Guide Changing region sets 2-7

Changing region setsYou can change region sets these ways:

edit the names of nodes within a region set

adjust the hierarchical structure of nodes within a set.

Changing region names

To change the name of a region

1 Select the region set you want to change. The hierarchy displays on the Regiontab in the lower pane.

2 Select the node that you want to change and click the edit region button on theRegion tab tool bar. This opens the Edit Region Name dialog box.

3 Type in the new name and then click OK.

4 Click Save Region Set on the module tool bar to save your changes.

Adjusting region position

To adjust region position

1 Select the region set you want to change. The hierarchy displays on the Regiontab in the lower pane.

2 Select the node you want to move.

3 Use the arrow buttons on the Region tab tool bar to move the node to theappropriate hierarchical position.



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2-8 Naming Regional Levels

Naming Regional LevelsIf the regional hierarchy within a set expands to multiple levels, you can create anaming convention to describe each level. For example, level 1 could be National,level 2 could be Regional, and level 3 could be Territory. You can then use thesetext labels in reports

Level Names tab tool barThe following diagram describes the tool bar on the Level Names tab.

Creating level names

To create regional level names

1 In the Region Manager window, click the Level Names tab in the lower pane.

2 Click the new level button on the Level Names tab tool bar. This opens theEnter Level Name dialog box.

3 Enter a name for the first level, and then click OK.

edit level

new level


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FDM Desktop Users Guide Naming Regional Levels 2-9

4 Repeat steps 2 and 3 until you have assigned names to each level in theregional hierarchy.

5 Click Save Region Set on the module tool bar to save the set, or click Save andAdd Region Set to save changes to the new set and add another set.

Changing level namesTo change regional level names

1 On the Level Names tab, select the regional level name you want to change,and then click the edit level button on the tool bar. This opens the Edit LevelName dialog box.

2 Type in a new name for the selected level, and then click OK.



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2-10 Viewing Regional Exceptions

Viewing Regional ExceptionsOnce youve defined your [DEFAULT] region set, FDM tracks associations betweenregions, reps, and sites. If a conflict occurs, FDM generates an exception record. Thiscan happen, for example, if a rep is assigned to one region, and a site that the samerep is assigned to is in another region.

FDM Desktop displays exception notifications on the Exceptions tab. If you seeexceptions, manually adjust regional assignments to fix the problem.

Note This tab displays exceptions for the [DEFAULT] region set only. FDM Desktop does nottrack region assignments


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Site Manager

Chapter 3

OverviewThis chapter describes how to use the Site Manager module of MSP Field DataModule (FDM) Desktop. The Site Manager module maintains information about thecustomer sites that reps visit to complete calls. This information includes, address,

phone numbers, and contact information. Using Site Manager, you can make repassignments to specific sites.

Use Site Manager to perform the following tasks:

Create, change, and delete site records

Add, change, or view site record details including:

General information (e.g., name, address, and phone number)

Detailed information specific to the location

Name, title, and phone number of contacts at the site

Reps currently assigned to the site

Manufacturer/chain regions associated with a site

Authorized products for the site


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3-2 The Site Manager Window

The Site Manager WindowThe Site Manager window contains a site list and six tabbed pages. These modulecomponents and corresponding tool bar buttons are described in this section.

To start and log on to Site Manager

1 Start and log on to FDM Desktop.

2 On the module tool bar, click the Standard module group, and then click theSite Manager shortcut button. The Site Manager window displays in theworkspace.

Information displayed in Site Manager can be gathered from other modules,including Rep Manager and Call Report Builder.

Note Depending on the permissions for your user account (set up in the TMC), access to certaincomponents may be limited.

site list

tabs


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FDM Desktop Users Guide The Site Manager Window 3-3

Module tool bar action buttonsOnce you open Site Manager, these action buttons appear on the module tool bar.

Site listThe site list displays general information about sites including Name, ID, City, State,Postal Code, and Region. When you start Site Manager, FDM Desktop searches theMSP application database for site information and prepares the site list.

If it takes too long to load the site list

While preparing the list, FDM Desktop displays a Loading message box thatindicates progress. If you discover it takes too long for FDM Desktop to prepare andload the site list, we recommend you click Cancel to abort the load, and then runthe filter to restrict entries in the site list to the ones you are interested in. To findout more about setting up filters, see page 3-4.

Note After starting Site Manager , it might take a few seconds for the Loading message box toappear.

Use this action button... To do this...

Add a New Site to the site list.

Save any changes made to the selected site (availableonly when changes are made to the selected siteinformation).

Save selected site information and add a new site(available only when changes are made to the selectedsite information).

Cancel any changes made to the selected site (availableonly when changes are made to the selected siteinformation).

Filter the site list (based on the fields in the Site Detailstab). SeeFilter ing the site list on page 3-4.

Remove any filter setting on the site list (available onlywhen a filter has been applied to the site list).


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Sorting the site listYou can sort the list by clicking one of the column headings. For example, to sortsites alphabetically by name, click the Last column heading. Click the heading asecond time to see the list in reverse alphabetical order.

The + and symbols represent ascending and descending sort orders and appearon the column heading that the list is currently sorted on.

Filtering the site listSite management is made easier using filters. Sites with certain parameters displayin the site list based on filtering criteria, such as site name, address, chain, and othersite-specific information.

sort column


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To find a specific site or sites

1 On the module tool bar, click Filter by Form. The site list is replaced by the filterbuttons.

2 Enter the appropriate filter information on the General and/or Details tabs. Usethe asterisk (*) or underscore (_) as wildcards, where appropriate.

3 Click Apply Filter.

Filter Applied displays in the Site Manager window title bar when the sitelist is filtered.

To clear filter criteria and list all sites1 On the module tool bar, click Remove Filter, click Filter by Form to replace the

rep list with filter buttons.

2 Click the Clear Fields button to clear any filter criteria.

3 Click Apply Filter to view all the sites.

Filter Applied no longer appears in the Rep Manager window title bar whenfiltering is removed.


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General tabThe General tab contains site information, including the selected sites name andidentification, address, region, chain, and other site-specific information. The detailsof the selected site are displayed in the General tab. This section describes how toadd or change site details.

Note The Name field is required.The information on this tab is available to field users during a connection session.

For this setting... Specify this...

Name Name of the site.

ID Unique, numeric identification for the site.

ID2 Secondary identification number, if any. (You canrename this field.)

Code Store code or identifier. (You can rename this field.)

Class Store class or identifier. (You can rename this field.)

Type Store type. (You can rename this field.)

In the drop down-list, select one of the following: Regular. Most of the sites you create are regular sites;

you assign reps to them.

Generic. Create generic sites for generating self-scheduling projects in Call Scheduler (see Adding a

self-scheduling project on page 7-35). A generic sitedefines an association with a region so that any repassigned to the region receives the call.

Note If you select Generic in the drop-down list, be sure to selecta region in the Region list.

Address/Ship To Address type and sites street location or deliveryaddress.

City Sites city.

State Sites state.

Postal Code Sites ZIP or postal code.

Country Sites country.

Region Region associated with the site.

Chain Chain associated with the site.


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Details tabThe Details tab is an extension of the General tab; use it to add further detail to thesite record. Making use of FDM Desktops user-definable fields, use this tab tocollect specific information about sites serviced by your company.

Phone Sites phone number, including area code.

Fax Sites fax number, including area code.


Hours Sites business hours

Latitude Sites latitude coordinate.

Longitude Sites longitude coordinate.

Notes Notes or comments.

Frequency Text that specifies how often this site is visited.

Ranking An integer that indicates a site rating.



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Contacts tabThe Contacts tab lists the contacts for the site. You can create and change contacts.Once you create contacts, the Set as Default button is available so that you canestablish a preferred contact for the site. After you select a default contact, thebutton label changes to Remove as Default. See Creating and Maintaining Contact

Information on page 3-11 for more information.

Reps Assigned to Site tabThe Reps Assigned to Site tab lists the reps for the site. You can set the default repsfor the selected site on this tab. Once you assign reps to the site, the Set as Defaultbutton is available. After you select a default rep, the button label changes toRemove as Default. See Managing Rep Assignments on page 3-14 for moreinformation.

Note You can assign multiple reps to a single site, but only one default rep for each site.


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Manufacturer\Chain Region tabThe Manufacturer\Chain Region tab lists and identifies regional territory divisionsspecific to the manufacturer or chain associated with the site. These regions identifyterritory assignments used by manufacturers o