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• ERM User Manual / Customer
  How do I search for a customer on the Search / Lookup a customer?
  To search for a customer or company click on Customer and Search / Lookup Customer When searching for a customer using the Search / ...
• ERM User Manual / Emails and Sending Emails
  Do we send promo emails from the erm using the sales team email address or
  All emails or email marketing promos are to be sent directly from the ERM.  At no point ever should an ...
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  The customer is not sure of numbers or dates or product options. What should
  IMPORTANT: Bookings are fixed orders and cannot be changed as per the terms and conditions of the company. If a customer ...
• ERM User Manual / Opportunities
  How do I edit an Opportunity?
  When the customer calls back or you do a follow up call for this customer or a customer who has ...
• ERM User Manual / Activities
  What are activities?
  Activities are tasks that are scheduled in the future that related to call, things to do, emails to send that ...
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  Can I use my personal phone or mobile or email to contact or have a
  NO! Under no circumstance is a staff member or event manager allowed to use a personal mobile phone, personal home ...
• ERM User Manual / Customer
  I have been given new details for a customer account. Do I change the
  The answer is NO!.  Do not change the details of an existing customer account, unless that specific customer is asking ...
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  How to request a password or pin from SlackBot, to access secured areas owned and
  Iconic Servers, Folders, Secured Areas, locations, and special Areas that are secured can be accessed by staff who have granted ...
• ProjeQtor
  1) What do I do when I receive an email for an activity to be
  When receiving an email or notification of an activity in ProjeQtor to be completed do the following: Read the email first.  ...
• ProjeQtor
  3) What to do when you are about to start work on an activity in
  When you are ready to start work on your work, work task, work activity or work item in Projeqtor you ...
• ProjeQtor
  1) A brief process of how Project Management System works in Projeqtor
  The Project Management System works using statuses and Notes.  While this information below is a brief account of how the ...
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  Notification of Alleged Issue, Complaint or liability against the Company, an employee or contractor of
  There are at times where you, as a worker or an employee or contractor of the COMPANY may hear, see ...
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  01) Making a Comment to acknowledge you have completed part of your training or state
  When you view a training video or Read an FAQ or Manual, you are required to indicate your acknowledgement and ...
• Shows / Events / Performances / Theatre Restaurant "A Colonial Night"
  Additional Benefits available for Colonial Night bookings
  The Dinner Show - A Colonial Night is ready and selling All SALES and EVENT staff are read the Product Information ...
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  Fatigue Management and taking Breaks (all Workers and Contractors)
  The COMPANY recognises that fatigue affects a person’s health and wellbeing, increases the chance of illness and workplace injuries occurring, ...

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