NetResults Tracker

Use Tracker to manage a sales process and track performance.

Configure the workflow to match your process.

Create reports for the Sales team to work from.

Customize the fields to collect the desired data throughout the process.

Alerts can be set to trigger a follow up with the client.

Build It

Set up your process in the Workflows section. Or, if your process hasn't yet been defined, use the Getting Started section available in the Online Help Guide.

Need Help?

Don't have time to set up Tracker to reflect your process? NetResults Professional Services can do it for you.

Build a chart to help you identify trends in your data.

Create a line chart, select the date range and break down the data by a pulldown, if desired.

The sample above shows the monthly rate of issues reported against various products.

Use a Saved Query as a Filter

You can select a saved query that will limit the data included in the chart. The Default Input Records option in the sample below shows we've selected a saved query that will only show tickets reported by Company A in the chart.

Here's the resulting chart.

Steps for creating a chart can be found in the Metrics section of the Online Help Guide.

Setting up a Knowledge Base allows end users to get the information they need on their own at any time. Adding this feature to an existing Tracker system can be done a few different ways.

Add a Form

A Knowledge Base can be added by creating a new form. If you want the KB data to be separate from existing data, you can also create a new project.

The advantage of this method is that you can link KB articles to the record that inspired the content.

For details, please review option 3 in this Knowledge Base article.

Create a New Database

You can set up a new database (workgroup) for your Knowledge Base. This option is the fastest to set up because the project, form and workflow are configured for you. However, the KB data will be completely separate from any existing data.

For more information, check out option 1 in this Knowledge Base article.

Copy a Record and Publish it to the KB

Use the clone feature to copy a record, make some changes to the fields and publish the copy to the Knowledge Base. The KB article will have a link back to the original record. This option takes some effort to configure, but makes it easy to populate your Knowledge Base using data you already have.

Step by step instructions can be found in option 2 of this Knowledge Base article.

The Record History remembers everything and will give you the info you want anytime you ask. Learn more about this reliable friend.

It Knows ALL

Any time changes are made to a record, the details are recorded in the audit trail. You can see who made changes, when the changes were made and other pieces of information as they were at that time, such as, who was assigned to the record and its status.

It Shares Information

Want to know what was changed in the system last week? Run a history search by clicking on the History icon at the top.

You can even search by keyword in the Comments field that can be updated when records are modified via Edit, Task and some Admin operations.

It Can Be Hidden

Access to the record history and the search function are tied to user group privileges so that you can keep this valuable wealth of information safe from unauthorized users.

The History privilege provides access to the search feature.

A View Record History privilege is available for showing the audit trail on the View and Edit pages.

The history can be displayed during the Task operation via an option available when creating a transition.

For more information, check out the Record History section of the Online Help Guide.

Allow users to reset their own password without administrator intervention.

The Enable Reset Password option is available in the Login Options section. This will display a "Forgot Your Password?" link on the Login Page.

Users can set up a security question and answer that can be used to reset their password at a later time.

Enable the Reset Password Option

1. Login as Admin and click on the Admin icon.
2. Click on the Login Options link.
3. In the Password Settings section, select "Yes" for "Enable Reset Password".
4. Click OK to save the change.

User Setup

Advise your users to do the following to set up this option before it is needed:

1. Login to Tracker.
2. Click on the Preferences link in the upper right corner of the Home Page.
3. In the Reset Password section, enter values in the Security Question and Answer options, then click OK to save them.

Reset a Password

Use the If you forget your password steps in the User Help Guide.