Skip to content
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
15 changes: 15 additions & 0 deletions .changeset/marketing-index-where-to-find-things-products.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,15 @@
---
'hotcrm': patch
---

Write the marketing overview page's *Where to find things* list to the app's real
navigation. The **Marketing** group in `src/apps/crm.app.ts` has two children, not
one: alongside Campaigns it carries **Products**, and that item is the product
catalog's only sidebar entry anywhere in the app — the page had been telling
readers the group held Campaigns alone, so anyone hunting for the catalog under
Marketing would not have expanded it. The list now names both items with their
real labels, points at `content/docs/revenue/products` for the catalog's own
documentation, records that a product is otherwise reached only through global
search or a quote/opportunity line item, and notes that this group — unlike
Sales, My Work, Activity and Service — is collapsed by default. All three locales
updated.
7 changes: 5 additions & 2 deletions content/docs/marketing/index.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -69,9 +69,12 @@ See [Analytics › Reports](/docs/analytics/reports).

## Where to find things

In the Enterprise CRM app, the **Marketing** group contains:
In the Enterprise CRM app, the **Marketing** group contains two items:

- **Campaigns**
- **Campaigns** — the campaign list (`crm_campaign`).
- **Products** — the product catalog (`crm_product`). This is the catalog's only sidebar entry anywhere in the app, even though the product documentation lives under [Revenue › Products](/docs/revenue/products). Apart from this item and global search, a product record is only reached from a quote or opportunity line item.

The **Marketing** group is **collapsed by default** — unlike Sales, My Work, Activity and Service, it does not open itself when the app loads. Click it open before deciding something isn't there.

Leads enrolled in campaigns are accessed from the campaign detail page or via global search.

Expand Down
7 changes: 5 additions & 2 deletions content/docs/marketing/index.zh-Hans.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -69,9 +69,12 @@ Planning ──► In Progress ──► Completed

## 在哪里可以找到

在 Enterprise CRM 应用中,**Marketing** 组包含:
在 Enterprise CRM 应用中,**Marketing** 组包含两项:

- **营销活动**
- **营销活动**(Campaigns)——营销活动列表(`crm_campaign`)。
- **产品**(Products)——产品目录(`crm_product`)。这是产品目录在整个应用侧边栏里唯一的入口,尽管产品的文档挂在 [Revenue › Products](/zh-Hans/docs/revenue/products) 下。除了这一项和全局搜索之外,只能从报价或商机的明细行反查到产品记录。

**Marketing** 组**默认是折叠的**——与 Sales、My Work、Activity、Service 不同,它不会在应用加载时自动展开。先把它点开,再判断某样东西在不在这里。

加入营销活动的线索可从营销活动详情页或通过全局搜索访问。

Expand Down
7 changes: 5 additions & 2 deletions content/docs/marketing/index.zh-Hant.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -69,9 +69,12 @@ Planning ──► In Progress ──► Completed

## 在哪裡可以找到

在 Enterprise CRM 應用中,**Marketing** 群組包含:
在 Enterprise CRM 應用中,**Marketing** 群組包含兩項:

- **行銷活動**
- **行銷活動**(Campaigns)——行銷活動清單(`crm_campaign`)。
- **產品**(Products)——產品目錄(`crm_product`)。這是產品目錄在整個應用側邊欄裡唯一的入口,儘管產品的文件掛在 [Revenue › Products](/zh-Hant/docs/revenue/products) 下。除了這一項和全域搜尋之外,只能從報價或商機的明細列反查到產品記錄。

**Marketing** 群組**預設是摺疊的**——與 Sales、My Work、Activity、Service 不同,它不會在應用載入時自動展開。先把它點開,再判斷某樣東西在不在這裡。

加入行銷活動的潛在客戶可從行銷活動詳情頁或透過全域搜尋存取。

Expand Down
Loading