Using the Help File/Printing Help in PDF Format

The Help file is an HTML-based documentation set available from the Online application, from the Offline application, for the Web Services API, and for the Wireless application. You can access the entire Help file via the Help icon on the Navigation bar in the Online application (includes a table of contents, index, search engine, and glossary). Context-sensitive Help is available from virtually every page in the Online and Offline applications (2,300+ links / icons). Each of the 100+ Help topics is printable, and all Help documentation is available in PDF format as follows:

Document	Chapters	Topics	Subject Matter / Source	PDF Pages
Help file PDF 1 of 3	14	27	Part of Online application	156
Help file PDF 2 of 3	14	43	Part of Online application, entire Offline application	312
Help file PDF 3 of 3	13	38	Part of Online application	208
Web Services API (WSAPI) Technical Documentation PDF	25	125	Covers all Web Methods. Content is also used in SalesnetDeveloper.com.	144
Wireless Help PDF	3	3	Part of Online application	18

If you need help using the application, the following paths to Help are available:

Help icon

Printing / Viewing Help topics in PDF format - You can print / view all Help topics in PDF format as follows:

click to open Help file PDF 1 of 3 in Adobe Acrobat Reader (PDF) format. With a document this size, you may want to print on both sides of each page if you are printing the whole thing. You can also print specific topics, as well as a page range in any topic. Note that the PDF version of Help file PDF 1 of 3 is only updated periodically, as opposed to the Web-based version of the Help file, which is updated more frequently. If you do not have Adobe Acrobat Reader, it can be downloaded from www.adobe.com/products/acrobat/readstep2.html. You can print / view the following topics from this 156-page PDF:

System Requirements

Adding Licenses (Seats)

Power of the Application Administrator

Getting Started

Activity Types and Purposes

Calendar: Appointments, Deal Steps, and Tasks

Campaigns

Communication Manager: Form Letters, Email, Envelopes, Labels

Company-Defined Terms

Company Logo Upload

Currency Management

Custom Tabs

Dashboard

Document Library: Managing Documents

click to open Help file PDF 2 of 3 in Adobe Acrobat Reader (PDF) format. With a document this size, you may want to print on both sides of each page if you are printing the whole thing. You can also print specific topics, as well as a page range in any topic. Note that the PDF version of Help file PDF 2 of 3 is only updated periodically, as opposed to the Web-based version of the Help file, which is updated more frequently. If you do not have Adobe Acrobat Reader, it can be downloaded from www.adobe.com/products/acrobat/readstep2.html. You can print / view the following topics from this 312-page PDF:

Email Server Settings

Excel Outputs

Exporting Data

External Data Capture

Feature Access: Access Cloning / Summary

Field Access and Field Management: BIFs and CDFs

Fiscal Settings (for Reporting) and Calendar Display Settings

Importing Leads, Accounts, Contacts, and Deals

Leads, Accounts, Contacts, and Deals

Linked Email: Integration with Outlook

Message Center

Multi-Record Actions

Offline

Process Builder

click to open Help file PDF 3 of 3 in Adobe Acrobat Reader (PDF) format. With a document of this size, you may want to print on both sides of each page if you are printing the whole thing. You can also print specific topics, as well as a page range in any topic. Note that the PDF version of Help file PDF 3 of 3 is only updated periodically, as opposed to the Web-based version of the Help file, which is updated more frequently. If you do not have Adobe Acrobat Reader, it can be downloaded from www.adobe.com/products/acrobat/readstep2.html. You can print / view the following topics from this 208-page PDF:

Products, Services, and Lead Sources

Queues

Quick Search

Record Access: CPC, P2P, Teams

Remote Login and Logout Redirection

Reports

RightNow-Salesnet Integration

Screen Layout Editor

Security Preferences

Synchronizing Data with Other Applications

User Profiles and Privileges / Company Profiles

Web Services API

Won / Lost Reason Codes for Deals

to access the Web Services API (WSAPI) Technical Documentation PDF in Adobe Acrobat Reader (PDF) format, navigate to the link in the Web Services API Help topic. This is a 144-page PDF.

click to open Wireless Help PDF in Adobe Acrobat Reader (PDF) format. You can print all Wireless Help topics at once from this format. You can also print specific Wireless topics, as well as a page range in any Wireless topic. Note that the PDF version of the Wireless Help file is only updated periodically, as opposed to the Web-based version of the Wireless Help file, which is updated more frequently. If you do not have Adobe Acrobat Reader, it can be downloaded from www.adobe.com/products/acrobat/readstep2.html. You can print / view the following topics from this 18-page PDF:

Overview: Wireless Access

Wireless: Access with a Mini-Browser

Wireless: Access with Instant Messaging

Help for the Online application vs. Help for the Offline application - The Online application uses WebHelp, an industry-standard Help file format. The Offline application uses HTML Help, a format more suitable for the offline environment. Features mentioned in this Help topic apply to both Online Help and Offline Help unless otherwise noted.

Navigating the Help file - When you are viewing a Help topic in the Online application, you can navigate back to the previous Help topic by right-clicking your mouse and then clicking "Back" on the menu. When you are viewing a Help topic in the Offline application, you can navigate back to the previous Help topic by clicking [Back] in the navigation bar (above the Help file tabs).

Table of Contents - The Table of Contents panel may take up to five seconds to load. Allow this panel to load completely before clicking another tab, or you may inadvertently launch a JavaScript pop-up (click [OK] to dismiss the pop-up).

Index - The Index panel may take up to five seconds to load. Allow this panel to load completely before clicking another tab, or you may inadvertently launch an error message (click [OK] to dismiss the message). Each Index item is hyperlinked to launch a Help topic. To find the exact location of the indexed item within the topic, click anywhere on the topic page and press Ctrl + F to launch the Find pop-up. Type the item name and click [Find Next].

Search Engine - Click the Search tab and type the word or words in the text box. Press Enter or click [Go] (for Offline Help, press Enter or click [List Topics]). The list of topics in which the search criteria appear displays alphabetically by topic title. Click the appropriate topic (double-click in Offline).

Rules for using the Search Engine

a.) Searching for a word will also search for that word's grammatical variations. For example, searching for the word "select" will also retrieve topics that contain the word "selecting".

b.) Partial words: Single letters (e.g., a, b, c) and partial words are not searchable. You will also not be allowed to search on the following words alone: an, and, as, at, be, but, by, do, for, from, have, he, in, it, near, not, of, on, or, she, that, the, there, they, this, to, we, which, with, you.

c.) If you search for multiple words, the search engine only retrieves topics containing all the words in your search string. The words do not have to appear in the order in which you typed them, they just have to appear somewhere in the topic. Grouping words together enclosed in quotation marks will not search for an exact sequential word match in Online Help. Grouping the words together with quotation marks will search for an exact sequential match in Offline Help. See the section "Exact phrase search" below in this Help topic.

d.) Case sensitivity: Searches are case insensitive.

e.) Punctuation elements: Periods, colons, semicolons, commas, and hyphens are ignored by the search engine.

f.) Boolean operators: You can use Boolean operators as part of your search. Boolean operators include AND, OR, NOT, and NEAR. For example, to search for topics that include the word "Norton" but do not include the word "Scantastic", enter the following search: Norton not Scantastic. (Note that the Boolean operators do not have to be in all caps. Also note that you cannot search on the words "and", "or", "not", and "near" if they begin the search string.

g.) Exact phrase search: Exact phrase searching is unavailable in Online Help. Exact phrase searching is available in Offline Help: enclose your search phrase in quotation marks, e.g., "Offline application". Note that using quotation marks will return topics that contain the exact phrase OR topics that contain grammatical variations on the exact phrase. If a topic is returned by a search in Offline Help and none of the words in the topic are highlighted, it means that topic was retrieved because the search found a grammatical variation of your exact phrase.

h.) Wildcards: Only available in Offline Help. When searching Offline Help, you have the option of using the following wildcards (with some important exceptions noted):

* (asterisk): The asterisk can represent zero or more characters. For example, if you enter the text "subscri*", the application will retrieve any topic that includes a word with those seven letters, such as "subscribe", "subscription", "subscribed".

? (question mark): The question mark can represent any one character. For example, if you enter the text "90?10", the application will retrieve any topic that includes the text "90210", "90310", etc.

space: A space is not treated by the Offline application as a wildcard. Spaces in the middle of the data (i.e., not at the beginning or the end) are interpreted as an "AND" Boolean operator. Spaces at the beginning (e.g., " a") or at the end (e.g., "a ") are ignored.

Glossary (Online Help only) - A list of the application's commonly used terms and their definitions.

Printing a single Help topic (Online Help only) - Select topic in the Contents panel > right-click anywhere in the Help topic's window > select "Print" from the menu > Print window > print the topic.

Custom Help File: Replacing the existing Help file with your own Help file

Extended edition organizations have the option of using their own custom Help file, instead of this, the existing Help file.

To replace the existing Help file and install your own Help file:

Setup menu > Custom Help URL hyperlink > Custom Help URL window.

Custom Help URL window - Available only to Extended edition Application Administrators. Allows you to replace the existing application Help file with your own Help file. The Custom Help URL window includes some of the following elements and characteristics:

Use Custom Help File check box: When this is selected, the URL address entered to the URL text box will be launched by clicking the main Help icon in the navigation bar, or by clicking any context-sensitive Help icon ( ). If this check box is not selected, the existing built-in Help file launches upon clicking the main Help icon in the navigation bar, or clicking any context-sensitive Help icon.

Window Attributes check boxes: These check boxes allow the new window launched by the URL to be resizable, scrollable, display a browser address bar, display a browser toolbar, display a browser menu bar, and / or display a browser statusbar.

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