This summary is not available. Please click here to view the post.

XLsuite Client Lesson Plan

The Framework:

1. Header

• Favicon

- Display Site home page.

• User Name
• Navigation

- Grey items.

• Search
• Advanced Search
  

2. User dashboard (left sidebar)

• Quick Entry
  
  
  
  
  
  

  
  
  
  

  
  

  

  
  
  
• Unread Messages
  
  
  
  
  
  
• My History
  
  
  
  
  
  
• My Feeds
  
  
  
  
  
  

• Saved Searches
  
  
  
  
  
  

• Refreshing, resizing.
  
  
  
  
  

3. Record Related Dashboard (right sidebar)

• Messages
• Files
• Payments
• Refreshing, resizing.

4. Icon tray (footer)

• Print
• Resize
• iXLd Media links.
• Bug Reporter
• Logout

5. Main Page (centre)

• Tabs
  
• Common top tab items

- Link to this page.
- Refresh.
- Close other tabs.

• Main data and list views (see below)
  

Contacts:

1. Create a New Entry

• Info
• 
  
  
• Contact routes
• Network

• Tags
• Notes
• Submitting new entries.
• Cancel.
  

2. Edit an Entry

• Info

- Tabbing between fields.
- Saving and canceling changes.
- Show/Add fields.

• Notes
• Network

• Tags

- Tag cloud.

• Security

- Adding to a group.
- Setting custom permissions.

3. Edit My Account

• Email Accounts

Add your email pop3 settings and XLsuite will check your email. Enter new contacts into your database for you if the email address doesn't exist already, if it does their email will be sorted with the clients file.

If you are setting up a Gmail account, this is the proper settings.

4. The Contact List

• Custom top tab items

- Import.

• List header

- Filtering.

- Action Menu.
- Expand/Collapse All

• List body

- Sorting.
- Changing/adding Columns.
- Reordering Columns.
- Cell activation for a Contact's Info
- Cell activation for a related New Email.
- Cell activation for a related Web display.
- Summary extension panel.
- Selecting multiple rows.

• List Footer
  

- Pagination

5. Imports

• Previous Import List
• Actions
  

• New Import

- Upload a file.
- Force import.
- Exclude data rows.
- Use mapper.
- Add tags.
- Drag and drop storage fields.
- Full Name parser.
- Submit Import.
- Save Import as template.
- Cancel.

Communicate

1. Forums

• Categories

• Forums
• Topics

2. Templates

• Template List

- Actions.
- Edit Template.
- Pagination.

• New Template

- Label.
- Description.
- Tags.
- Group access.
- DB variables.
- Subject.
- Body.
- Create a template.
- Cancel.

3. Email

• New Email

- From selection.
- To selection.
- To input box.
- Add Cc.
- Add Bcc.
- Subject.
- Body.
- Send.
- Save.
- Discard.

• New Mass Mail

• Current Email
  
• Inbox

• Drafts
  
• Outbox
• Sent
  

Commerce

1. Listings

• List view

- Actions.
- View Type.
- MLS#.
- Address.
- Area.
- City.
- Style.
- Bed/Bath.
- Square feet.
- Price.
- Filter.

• Listings Search

- Table.
- Class.
- Limit.
- MLS Number.
- List Date.
- Status.
- City.
- Area.
- Street Address.
- Postal Code.
- List Price.
- Dwelling style.
- Dwelling type.
- Dwelling Class.
- Title of Land.
- Bedrooms.
- Bathrooms.
- Number of Images.
- Add a parameter.
- Save.
- Cancel.
- Submit.

• Targeted MLS# Import

- MLS Number.
- Address.
- Tag on Import.
- Send Link to Recipient.
- Add Recipient.
- New MLS# Line.
- Submit.
- Cancel.

• New/edit Listing
  

2. Catalog

3. Payments

• Payment List

- Status Filter
- Method Filter
- Invoice Filter

• New payment

- Reason.
- Status.
- Tracking number.
- Paid Amount.
- Payment Method.
- External ID.
- Pay by phone.
- Save.
- Cancel.

Resources

1. CMS

• Layout list view
  

- New Layout.

• New/edit Layout

- Title.
- Content Type.
- Encoding.
- Body.
- Read Access
- Edit Access
- Save.
- Cancel.

• Pages list view

- Title.
- Status.
- Behaviour.
- Slug.
- Add child.
- Destroy.
- View.

• New/edit Pages

- Title.
- Body.
- Behaviour.
- Slug.
- Parent.
- Layout.
- Status.
- Read Access
- Edit Access
- Save.
- Close.
- Cancel.
- Revert.
- View.

• Snippets list view

- New Snippet.

• New/edit Snippets

- Title.
- Body.
- Behaviour.
- Read Access
- Edit Access
- Save.
- Close.
- Cancel.
- Revert.
- View.

2. Content

• Feed list View.

- Action.
- Label.
- Feed URL.
- Tags.
- Show in My feeds.

• New/edit Feed

- Label.
- URL.
- Tag List.
- Tag Cloud.
- Description.
- Show in My Feeds.
- Create.
- Cancel.

• Files
• Links
  

3. Tutorial

4. About XL

5. Contact XL

Resources

1. Site Admin

2. My Account

3. Permissions

• Permission Sets
• Permissions
• Create new Set
  

4. User groups

• System Groups

- Access

• User Groups
• Add a Group.
  

5. Configurations

• Contact Request
• Display
• Feed Update
• Display