Adding New Collections
Follow the given procedure to add a Collection in the Collection list:
Click (+ Add Collection button) present at the top of the Collection Home screen. The Create Collection window appears. The Collection Information tab is displayed by default. This is shown below,
Enter the Collection number and the Collection name in the Number and Collection Name text boxes respectively.
Click (Calendar icon) to select the Collection Start Date from the calendar displayed.
Enter the description of the Collection in the Description text area.
Enter the Collection address in the Collection Address text box.
Enter the Collection location in the City text box.
Enter the zip code of the city in the Postal Code text box.
Select the state from the State drop-down list.
Select the country from the Country drop-down list.
Enter the email id of the collection in the Collection email text box. User can send mail to this unique email address to archive messages in SKYSITE. The emails received in this email ID are saved and archived within the Email Archive module of the collection.
Tick the Add to Favorite Collection checkbox to mark the newly created Collection as Favorite. These Collections will get displayed at the top of the Collection list.
Click Settings tab to choose folder sorting option. This is shown below,
Select any one of the options 'Manually organized', 'Alphanumeric' & 'Create date'
Click Collection Owner tab, the screen appears. The Collection Owner info will be displayed. The owner name, contact info and address will be displayed under this tab. Collection owner is basically the currently logged in user who is creating the Collection.
Click Account Team tab, the account team association with collection screen appears. The account team names present in the currently accessed account will appear.
Tick the checkboxes beside one or more team to make the currently created Collection accessible by team members of the selected teams.
Also, you can click on an account team to view the members (users) present in the team
Click Save New Collection to save the new Collection. A confirmation message is displayed at the top of the window approving the successful Collection creation and the window will be closed automatically.
Oh the other hand, click on Close button to exit without saving the Collection.