Bulletin Board – LSI

Bulletin Board can be used for information broadcasting and exchange.

Use the bulletin board to exchange information within your company, e.g. to provide sales reps with information relevant to customer appointments. Topics can be added to the bulletin board for a specific customer or as independent entries.

The user that adds a topic (e.g. back office staff) can define which other users can view the topic. Any number of posts can be submitted for a single topic.

Select (Sales) > Bulletin Board to access the bulletin board. The bulletin board may also be accessible from your start page.

Switch to the Bulletin Board node in the tree to display all topics that are currently valid for a customer.

Note: You need appropriate access rights to be able to add topics and groups.

Adding Bulletin Board Topics

To add a bulletin board topic:

  1. Select (Sales) > Bulletin Board.
  2. Click on (New).

    The mask used to add new records is opened.

    You are automatically entered in the Rep field.

  3. Enter a Title and define the topic’s validity period.
  4. If the topic is company-specific, click on (Select) next to the Link field to select the customer.
  5. Save the record.

Defining Bulletin Board Groups

Bulletin board groups are used to define which reps/groups can view a specific topic.

To define a bulletin board group:

  1. Switch to the desired bulletin board topic.
  2. Click on (New) on the Bulletin Board Group tab.
  3. Enter the desired rep or group in the Rep field.
  4. Save the record.
Note: Define multiple bulletin board groups to allow multiple reps/groups to access a topic.

Posting Messages to the Bulletin Board

All posts in a topic are displayed when the topic is selected. Any number of posts can be added to a topic.

All reps who can access a bulletin board topic can view the posts and submit new ones, see Defining Bulletin Board Groups.

To post a message to the bulletin board:

  1. Switch to the desired bulletin board topic.
  2. Click on (New) on the Bulletin Board Post tab.

    You are automatically entered in the Rep field.

  3. Enter the Text.
  4. You can assign categories to the post (e.g. Competitor information, USP).
  5. Save the record.

You can add documents to messages:

  • Open the message and switch to the Document Links tab under Related Data. Click on (New), >> Document Management.
  • Select a topic, select the desired message under Related Data and click on (New) under Documents.