As noted within the Home page section of the document, the Dashboard is displayed by default when you log in to the system and provides instant access to many of 1To1 Real™’s most important functions. As shown in the illustration below, your scheduled Activities are shown in the Activities portion of the screen, and access to the system’s Contacts, Marketing, Social and Administrative functionality is provided. The Tag cloud portion of the screen displays a list of Contacts that you have ‘Tagged’ for any number of reasons and the size of the font that they are displayed in will vary based on the Rank you tag them with.
The Activities Gadget displays your scheduled activities on an Activities list.Activities are a reminder of what you need to handle during the displayed timeframe. Activities synch with Outlook and your handheld device to give you not only a view of your day/week/month, but reminders sent to your device.
Note: this works from the 1to1Real™ Calendar TO Outlook, but you can’t set an activity in Outlook and have it populate the 1to1Real™ Calendar.
Clicking on an Activity on the Activities list displays the following pop-up menu, which provides access to additional functionality for working with Activities.
- You can click Open Contacts to open the Contact Cards that have been created for the Contacts or Contact Groups assigned to the Activity.
- You can List Contacts to display a list of Contacts or Contact Groups assigned to the Activity.
- You can click Edit Task to display the Task Editor for the Activity where modifications can be made, if necessary.
- You can click View 1to1me Space to view the secure 1to1ME meeting space that was automatically created for the Activity at when it was initially created. Please refer to the Creating Contact Tasks section of the document for details on working with Activities/Tasks and 1To1ME.
1To1MESpacesare secure, private on-line meeting places that are automatically created when you share an activity with other people. Only people invited to 1to1Me activity spaces can access them and they are encrypted with SSL security – this means you can share even the most sensitive of information securely online.
When a 1To1MESpace is created, notifications are sent to the participants (through 1to1Real and by Email) who have been invited to ‘connect’ with you. Once invited users log in to a 1to1Me Space, they can:
- download and share files online
- use the message board function to have real time chat discussions
- collaborate without using email and sending long chains of messages back and forth
1to1Me Spacesare archived securely, so your information, files and discussions are kept for easy reference for as long as you need to access them.
Using 1To1Me means that you no longer have to use Email to schedule sessions with your colleagues and you don’t get bogged down receiving dozens of emails a day.
The following links are available for working with Activities:
Show Dismissed allows you to view a list of Activities that you have dismissed.
Hide Overdue allows you to hide Activities that are past their due date.
Filter the list by entering a search parameter in the Filter text field and then select All, Subject or Description from the Filter Type list. All is selected by default.
Defer– Clicking Defer with an Activity selected on the Activities list by a specific number of days using the Defer Activity dialog, as shown in the following illustration.
Dismiss– Clicking Dismiss for an Activity on the Activity list allows you to remove that Activity from your dashboard. The following window is displayed to ensure that is your intention.
You can always review activities you have dismissed by selecting Show Dismissed.
Clicking List Contactsfor an Activity on the Activity list displays the Contacts associated with an Activity/Task on the Task Attendees screen, as shown in the following illustration.
The Marketing Gadget allows you to work with 1to1Real’s Campaign Creator and Automatic Drive functions as well as create marketing-related lists and Email marketing-related reports to your team members. Please refer to the Marketing section of the document for details on working with 1to1Real’s powerful Marketing functionality.
The Social Gadget allows you to create your own Social Spaces and view a list of your Social Spaces once you create them. Please refer to the Social Spaces section of the document for details on creating and maintaining Social Spaces within 1to1Real™.
The Administrative Gadgetis where your Account Settings are stored within 1to1Real™ and allows you to add Users and define their Roles within the system, as well as create and maintainProject Spaces, Process Flows and Feedback Templates. Please refer to the Administration section of the document for details on working with this valuable 1to1Real™ functionality.
The Tag Cloud Gadgetcontains a list of search words or terms that have been ‘tagged’ onto a Contact’s profile. This helps you stay organized by associating that term with a Client or Contact. Click on a word of your choice and it will bring up every contact associated with that word in a new Contact Search tab. Please refer to the Tagging Contacts section of the document for details on working with Tags.
The Contacts Gadget allows you to quickly import your existing contacts, add new contacts, designate Contact as Favorites and work with Contact Groups. Please refer to the Contacts section of the document for details on working with Contacts.