The March 2011 iCM update features a fresh new look and many enhancements. Key updates include a new top navigation menu, an updated calendar that shows the full month, an improved message center, and the ability to access iCM from more browsers and devices including iPad. Additional changes provide more functionality for tasks like emailing schedules, labeling customers, and searching for customers quickly.

1. March 2011 iCM Update
Read below to learn more about the March 2011 iCM updates. These exciting
updates features a fresh, new look for iCM, along with many enhancements to
make iCM even more intuitive, intelligent and invaluable.
Enter your iCM login
New Login Screen Call the phone number and ask for
an iCM trainer, or click the Contact Us
information here. button to send an email, if you have
questions.
iCM now works on five browsers. You Additional information and links to
can now access iCM on a PC, Mac iCM videos are displayed on the right
and even iPad! side of the screen.
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2. New Menu
The navigation menu has moved from the left side of the screen to the top.
Old menu and navigation links
New menu and navigation links
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3. View this page to compare the old menu with the new iCM menu. Items have been
color-coded for quick reference.
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4. Updated Calendar
Updated calendar look
now shows the
complete month .
Tool Widgets provide quick access to
additional information. Click on the
blue tab to view that section.
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5. New Message Center
The message center has been completely updated. Now you can view or send internal messages or text messages
without leaving your current screen.
Click to open the message center.
Click on a message to read it.
Choose to send an internal or text
Messages are opened in new tabs, message to salespeople.
so you can easily view more than one
message.
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6. Email Daily Schedule
Click the ‘Email’ button
when viewing an individual’s
Daily Schedule to email the
schedule.
You can change the email
address if necessary, and then
click the ‘Send’ button to
email the schedule.
You will see the ‘Schedule
Sent’ verification once the
schedule has been emailed.
March 2011 iCM Update Page 6 of 13

7. Additions To View/Edit Customer Screen
A gold star automatically
indicates VIP customers You can upload a photo of
based on criteria you set your customer into the
(see below). View/Edit Customer screen.
Use the ‘Do Not Solicit’
option to remove this
customer from any mail
lists (print and email).
Click ‘Label’ to print an individual label.
Select the Customer address, or any Project
addresses (if applicable). Click ‘Print’ to print a customer summary,
including all customer, project and marketing
information.
Set VIP Customer criteria in
Global Business Rules (under the
Admin menu header)
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8. Target Customer Required Information
Adding a Target customer
now requires only two pieces
of information: Media Type
Code and ONE of the following:
Name, Address, Phone
Number, Fax Number or Email.
New Calendar Pop Up Window
A new Calendar pop up
window makes it easier to
search for and select a date.
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9. Missing Email Reminder
View the percentage of your
customers with email addresses
and compare with the total number A reminder will pop up if you
of customer email addresses in do not have a customer’s email
your business. address. Type the email address
and click ‘Update’, or click
‘Continue Anyway’ if you don’t
have the email address.
Check this box if you don’t want
to view the email reminder for
remainder of your iCM session.
You won’t see the reminder for this
customer until the next time you
log into iCM.
The email reminder will open
on any page that is related to
the customer, including projects
and appointments. Update the
customer information directly from
the pop up window.
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10. HD Marketing Services: Do Not Send Individual Thank You Postcard
or CEO Survey
On the View/Edit Project screen, check this
box to NOT send a Thank You Postcard for
this project only.
On the View/Edit Project screen,
check this box to NOT send a CEO
survey for this project only.
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11. HD Marketing Services: Additional Thank You Postcard and
CEO Survey Filters
Check this box to NOT send additional
Thank You Postcards to customers who
have already received a Thank You Postcard
within the past 60 days.
Select when to send a CEO Survey for
customers who have recently received a
survey (select 0 days to always send a
survey).
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12. HD Marketing Services: View Sample
Clicking ‘View Sample’ will show what
your postcard will look like when mailed -
including your logo, staff photo and custom
copy (if applicable).
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13. Customer Quick Search*
The Quick Search feature is planned to be included in the March 22, 2011 update. If this feature is not included in the
March 22 release, it will be added to iCM shortly thereafter.
Start typing in the Quick Search box. As
you type, iCM will search your customer
database for possible matches within
First and Last Name, Business Name and
Address.
Any matches will be shown below as you
type. Continue typing to refine the search.
Click on a line item to go to the customer
record.
March 2011 iCM Update Page 13 of 13