About product family activation limits Each license version of product family may have a limit on the quantity that can be installed on any given machine or registration certificate. This limit is most commonly used for hardware-related products limited by the number of ports on the machine. For example, if a machine can only support […]
Admin
Adding and editing product lines
About product lines Product lines provide another higher level of hierarchy for products. Product lines group products from multiple families, and are used for very complex products that have many features. For example, a PBX system may have hundreds of features that can be turned on and off. Each of these features would be an […]
Adding company duplication settings
About company duplication settings The company duplication settings allows you to set similar text as equivalent, preventing the creation of duplicate company records. For example, “Dept” and “Department” are set to be equivalent. ABC Information Systems Dept is being entered as a new company, but ABC Information Systems Department already exists in the system. Because […]
Adding and editing companies
All users are associated with a company. Each company has a type, based on which the company’s users are allowed to perform specific tasks within Poetic. Displaying the Search Companies page You add and edit companies from the Search Companies page. To display the Search Companies page, on the Administration menu, click Companies and users. […]
Adding and editing survey questions
About survey questions Survey questions allow you to request additional information from users when they perform specific functions. The survey question maintenance function allows you to create questions to associate with those functions. Displaying the Search Survey Questions page You manage survey questions from the Search Survey Questions page. To display the page: On the […]
Adding and editing a company’s users
Every user in Poetic has a profile. A user profile contains: Contact information and mailing address Login and password information Preferences for receiving information from Poetic To add or edit a user: On the Administration menu, click Companies and users. The Search Companies page displays. To display a list of companies, enter search criteria, then […]