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2015 Quick Reference Guide

The following is a quick reference guide for some of the more common actions users take in EMP. Videos are coming soon!

How do I...

Find a record?

Find Activities posted to a record?
  • To view Activities related to the Person record (includes those related to Opportunity(ies))
    • Open the Person record
    • Click on the dropdown to the right of the Person record "name" in the top Menu
    • Select Activities from the list.
    • You can also see the 10 most recent Activities in the middle pane of the Person:Contact view.
    • See the attached .pdf for screenshots on navigating to Activities and other records related to the Person.
  • To view Activities related to the Opportunity record (does not include those related to the Person)
    • Open the Opportunity record
    • Click on the dropdown to the right of the Opportunity record  "name" in the top Menu
    • Select Activities from the list.
    • You can also see the 10 most recent Activities in the middle pane of the Person:Contact view
    • See the attached .pdf for screenshots on navigating to Activities and other records related to the Opportunity.
Post an Activity to a record?

Process an Outreach List?
  • Go to the Outreach List area: Communication --> Outreach List
  • Find and open the desired list. 
  • Select the option to Get Merge Data or Send Bulk Email
Start an Import?
  • Go the File Imports area: Admin --> File Imports
  • Select 'New' from the top menu
  • Select the File Type, then browse to find the file.
  • See the attached .pdf for screenshots on navigating to the Imports area.

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Tina Bishop,
Jul 1, 2015, 8:44 AM
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Tina Bishop,
Jul 1, 2015, 8:23 AM
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Tina Bishop,
Jul 1, 2015, 8:19 AM
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