Reve · PDF fileRevegyMapConfigurator ©Revegy,Inc. Page2of47 TableofContents OVERVIEW 4 MAPCONFIGURATOR 5 OVERVIEWOFCONFIGURABLEMAPS 6 ContactMaps 6 ContactCard 6 ContactDetails 7

Revegy Map ConfiguratorVersion: 3.4Last Update: February 2014

Revegy, Inc.200 Galleria ParkwaySuite 1155Atlanta, Georgia 30339www.revegy.com

http://www.revegy.com/

Revegy Map Configurator

© Revegy, Inc. Page 2 of 47

Table of ContentsOVERVIEW 4

MAP CONFIGURATOR 5

OVERVIEW OF CONFIGURABLE MAPS 6Contact Maps 6Contact Card 6Contact Details 7Map Example in the User Interface 8Map Legend Example in the User Interface 9

Strategy Maps 9Map Example in the User Interface 10Map Legend Example in the User Interface 10

Issue Maps 10Map Example in the User Interface 11Map Legend Example in the User Interface 12

Generic Maps 12Map Examples in the User Interface 13Map Legend Example in the User Interface 14

Team Maps 14Map Example in the User Interface 15Map Legend Example in the User Interface 15

ADDING A MAP 16

MAP DETAIL PAGE 17

UPDATING A MAP 19Sensitive Information 19Updating Map Attributes 20Updating Map Cards 21Updating Map Card Attributes 22Default Map Card Attributes 24Predefined Lines 26Adding Predefined Lines 27Updating Map Fitness/Coaching Indicators 28Updating Map Grid 29

CLONING A MAP 31

DELETING A MAP 32

SHOWING CHANGES MADE TO A MAP 33

BACKING UP AND IMPORTING CONFIGURATION DATA 34

RELATED TOPICS 36



Managing Maps for a User Group 36System Preferences 37Help Links 43Contacts Preferences 44Color Picker 46



OverviewThis document provides a guide to allow Revegy administrators the ability to create and modifyMaps in Revegy. It is designed to give you an understanding of how to use Maps in the Admin-istration Module, and it outlines steps and options available to build Maps. The documentexplains what Maps are, provides examples and screenshots, and describes the configurationand format options for Maps.

Back to "Table of Contents"



Map ConfiguratorMaps allow you to visualize where you have cross-sell Opportunities in key Accounts and wherecompetition is established. They allow you to gain a visual picture of key stakeholders insideand outside your Accounts, identify friends and enemies, and document your customer's keybusiness strategies, initiatives, and challenges. The Map Configurator allows you to tailor yourMaps to help you gain the most insight into your team's and customer's opportunities, rela-tionships, strategies, goals, and challenges.

The Map Configurator is accessed from the Company Admin menu and opens to the Map Listpage. The Map List page displays a list of created Maps. The Map List allows Company Adminsto add, update, clone, and delete configured Maps. Company Admins can also view changesmade to any or all Maps.

Map configuration gives you the ability to configure the Map cards based on your businessrequirements within Accounts and Opportunities.

Note: To sort the list by a particular column, use the arrow indicator nearthe column heading.

Note: If you make configuration changes to any Maps, you must log out ofthe user interface before being able to view the new changes.

Maps must be assigned to user groups for users to have access. See "Managing Maps for a UserGroup" for additional information on assigning Maps to user groups.




Overview of Configurable MapsRevegy administrators have the ability to configure five Map types: Contact, Strategy, Issue,Generic, and Team. Maps are configured using the Map Configurator in the Revegy Admin-istration Module.

Map Type Description

ContactUsed for Account and Opportunity relationship/organization structures orstakeholder analysis

StrategyUsed for Accounts to help users understand customer visions in achieving long-term goals. Allows users to map existing projects and determine potentialopportunities for the business

IssueUsed for Opportunities to capture customer’s business issues during discoverypart of the sales cycle. Also known as the Value Map. Allows users to mapsolutions on plans or challenges and understand who the competition is

GenericUsed for Accounts to map business product lines, including where they are sold.Allows users to determine potential opportunities for the business

TeamUsed to present information about a team working on an Account orOpportunity


Contact MapsRevegy provides users with an existing Contact Map that is updated to fit business require-ments. The Contact Map is used to provide greater understanding and visibility into the truestatus of relationships with key Account/Opportunity contacts using contact cards.

Contact CardContact information included in the body of the card is the information that is specific to a par-ticular contact and provides the following information:



1. Name of contact2. Click for more information3. Title of contact4. Photo placeholder5. External influence flag6. Custom attribute7. Comments and links to social networking and email8. Contact attributes

Note: The color of contact cards is configured in the Administration Modulein the Map Configurator. The main color of the card can be displayed as theheader across the top or the entire card can be highlighted as the maincolor.

Contact DetailsAdditional information for each contact is entered and viewed by double-clicking the Inform-ation (i) icon in the upper right of the contact card.



Field Description

Card Attributes Select Attributes for a contact. Availability is based on configuration

InsightA summary of other Maps within the same Account. Also shows Attributesreflected on the Map

General Includes contact's phone, mobile, email, and two custom fields

CommentsOne or two sections of comments are available depending onconfiguration

Social Networking Link social networking URLs directly to a profile/account

Map Example in the User Interface



Map Legend Example in the User Interface


Strategy MapsStrategy Maps are used to capture the customer's vision for the future. For example, what arethe customer's five-year goals and how are they planning to achieve those goals? StrategyMaps help break down each goal; for example, use Strategy Maps to present specific Goals,Strategies, and Initiatives.






Issue MapsIssue Maps are used to capture information around the customer’s Opportunity. Informationgathered during a discovery session with the customer is represented in an Issue Map.Examples of information that may be included are objectives, key business requirements, busi-ness impact, business pains, business issues, and solutions. Issue Maps are typically used forOpportunities and are not generally available at the Account level.








Generic MapsGeneric Maps are used to capture information about your company. For example, captureinformation about product landscape to determine which products customers have of yourproduct stack. You can base Generic Maps around a particular industry or group within yourorganization.



Map Examples in the User Interface





Team MapsTeam Maps are used to capture a map of your Account or Opportunity team that you may wantto share with your customer.








Adding a MapCompany Administrators have the ability to add Maps through the Map Configurator. Mapdetails are configured before a Map is added to the Map List.

Note: If an existing Map contains all or the majority of the information yourequire, consider cloning and updating the existing Map.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click Add New.3. Enter Map Attributes, including Map Name, Map Type, Map Description, and Help Links.

See "Map Detail Page" for field descriptions.4. Click Add.

Note: Once a Map is created, more options are available. See "Updating aMap" for additional optional configuration.




Map Detail PageThe Map Detail page is accessed when adding a new Map or updating an existing Map. TheMap Detail page allows a user to edit Map attributes, such as Map Name, Type, Description,Copyright information, and other settings.

Field Description

Map Name Name of the Map. This is the name users see in the user interface.

Map Type Select the Map Type: Contact, Strategy, Issue, Generic, or Team.

Map DescriptionBrief description of Map to display in the Map List and help users identifyeach Map

Copyright

Optional field for legal information. This information appears in the footerwhen a Map is printed, exported, or archived.Example: This field is often used to put in text such as "Internal Use Only–Confidential."

Settings

n Active: Checkbox that controls the status of the Mapn Use Company Solution Table: Only available for Generic Maps.

Checkbox that controls if Company Solutions are available to use inthis Map. The name reflects what the current Company Solution isnamed in the "System Preferences". When enabled, the Summary



Field Description

field for Map cards in the user interface becomes a drop down listthat pulls from the Company Solution list.

n Default View: Checkbox that controls the default view of the Map.Grid View is only available for Contact Maps.

Help Links

Help links are represented as icons in the top right corner of a Map in theuser interface. The Help links provide users with additional informationwhen clicked.

Enter the URL the Help icon links to. See "System Preferences" forconfiguring the icons. See "Help Links" for tips on configuring the HelpsLinks section.

Note: Once a Map is created, more options are available. See "Updating aMap" for additional optional configuration.




Updating a MapMap details are updated from the Map Detail page. Admins are able to update Map details atany time.

Note: Consider cloning Maps before making updates. This ensures thatprevious settings are not lost and can be reused at a later time if desired.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click anywhere on the row of the Map or click Update in the Action column.3. Update desired information.

Note: You cannot change the Map Type.

4. Click Update.

For additional information on updating each section, see the following:n "Updating Map Attributes"n "Updating Map Cards"n "Adding Predefined Lines"n "Updating Map Fitness/Coaching Indicators"n "Updating Map Grid"


Sensitive InformationSensitive information refers to information or objects in Revegy Maps that require restrictedprivileges for viewing. Administrators can mark information as sensitive in the AdministrationModule.



If information or an object is marked as sensitive, it is hidden when a user selects "Hide Sens-itive Info" from the Tools menu in an open Map. This option is useful when a Map is used duringa presentation but not all of the Map information needs to be visible.

Examples of information and objects that can be marked as sensitive include: predefined linesand Map card attributes in the Map Configurator, custom fields in Contacts Preferences, andshapes and internal comments that are added to a Map in the user interface.


Updating Map AttributesMap Attributes are updated from the Map Detail page. Admins are able to update Map Attrib-utes, including Map Name, Description, and status, at any time. Options available depend onthe Map Type.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click anywhere on the row of the Map or click Update in the Action column.3. Expand the Map Attributes section on the Map Detail page.4. Update desired information, including Map Name, Map Description, status, Default View,

Copyright information, and Help Links.

Note: You cannot change the Map Type.

5. Click Update.




Updating Map CardsMap cards are updated from the Map Detail page. Update display names for contacts and teammembers, the "Who Cares?" display name, and card colors. Options available depend on theMap Type.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click anywhere on the row of the Map or click Update in the Action column.3. Expand the Map Card section on the Map Detail page.4. Update desired information, including Contact Card and Team Member Card Display

Name, "Who Cares?" Display Name, and card colors. See "Updating Map Card Attributes"for how to update the Attributes table.

5. Click Update.




Updating Map Card AttributesAttributes categorize contacts using information relevant to business goals and requirementsthat help create action plans. Update attributes for Map cards from the Map Detail page.

See "Default Map Card Attributes" for additional information on each Map type's default cardattributes.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click anywhere on the row of the Map or click Update in the Action column.3. Expand the Map Card section on the Map Detail page.4. Click anywhere on the row of the attribute or click Update in the Action column in the

Attributes table.



5. Update desired information, including Attribute name, status, and marking if the attrib-ute is sensitive.

Note: Always consider if information is sensitive, and always advisenever to enter anything incriminating.

6. (optional) Click Add in the Items sections to add items.a. Enter the item Code, Value, assign the item a color, and choose text color.

n Code: Displays on Map cards and represents a value.n Value: Selectable options for Map cards that are displayed and represented

by corresponding codes.b. Click Add.



Note: Items can be updated or deleted using the links in the Actioncolumn.

Note: Do not delete KFI items. These items are used on coachingreports. Rename the KFI items and use as required. KFI is configuredin the Map Fitness/Coaching Indicators section. See "Updating MapFitness/Coaching Indicators" for additional information.

7. Click Update on the Map Card Attribute Detail page.8. Click Update on the Map Detail page.


Default Map Card AttributesMap card attributes display information relevant to each Map type. Revegy provides defaultattributes, but the attributes can be updated to fit business requirements.

See "Updating Map Card Attributes" for additional information on editing Map card attributes.

Contact Map AttributesThe Account/Opportunity Contact Map is used to provide greater understanding and visibilityinto the true status of relationships in order to establish the "to be" action plan. Attributes cat-egorize contacts using information relevant to business goals and requirements that help createaction plans. For Contact Maps, select up to five attributes. The five default attributes are as fol-lows:

n Attribute 1: Influencer Rolen Attribute 2: Influence Leveln Attribute 3: Preference Level

n All attributes work the same way except the Preferred Alternative attribute. ThePreferred Alternative attribute is a text field that works in conjunction with Prefer-ence Level.

n Attribute 4: Contact Leveln Attribute 5: Coverage

n The "Coverage" attribute pulls information from Team Members.

The Additional Notes, Comment Indicator, Notes, and Third Notes attributes enable users toenter additional text information about the contact.



Strategy Map AttributesStrategy Maps have three default attributes.

n Item Type Coden Project Sourcingn Project Type

The Related Opportunity attribute allows you the ability to link to an Opportunity.

Issue Map AttributesIssue Maps have three default attributes.

n Commentsn Competitorsn Item Type Code

Generic Map AttributesGeneric Maps have no default attributes enabled. Edit these to represent any attribute that fitsbusiness needs.



Team Map AttributesTeam Maps have no default attributes enabled. Edit these to represent any attribute that fitsbusiness needs.


Predefined LinesIn the Map Configurator, the administrator can set a series of predefined lines to represent dif-ferent aspects of a contact's relationship (for example, Influence, Reports to, etc.). These linesare used in the Revegy user interface to connect Map cards.

The administrator defines the name of the line, the line type (straight or elbow), line style(solid, dashed, or dotted), line width (normal, thick, or extra thick), and whether or not the linehas arrows. The administrator also defines the line color and decides if the line is considered asensitive object.

Once the line types are defined, the administrator can choose which line is the default for con-necting Map cards and if the user is able to create their own lines (using the Allow UserDefined Lines? option).

When editing a Map in the user interface, the predefined lines appear as selectable options inthe Tools menu. If a user does not define a line, the default line type is used. If the Allow UserDefined Lines? option is enabled, users can draw any type of line. The line type of any line can-not be changed once it is drawn.

Example From the Map Configurator

Example From the User Interface




Adding Predefined LinesPredefined lines are added and updated from the Map Detail page for each Map. No pre-defined lines are set as default lines. Options available depend on the Map Type.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click anywhere on the row of the Map or click Update in the Action column.3. Expand the Predefined Lines section on the Map Detail page.4. Click Add.

5. Set predefined line preferences, including name, type, style, width, color, arrow pref-erences, and sensitivity. These preferences apply only to the currently selected Map.



6. Click Add.Note: To update predefined lines, use the Update and Delete links inthe Action column.

7. Select the default line using the Default Line drop down list.8. Select the checkbox for Allow User Defined Lines? if it is allowed.

Note: This option allows users to create their own lines.

9. Click Update.


Updating Map Fitness/Coaching IndicatorsMap Fitness/Coaching Indicators are updated from the Map Detail page. This section iswhere KFI (Key Fitness Indicator) is turned on or off if the Include Risks/Issues and CoachingReport Active settings are selected from Manage Preferences > Account, Partner, and Oppor-tunity tabs. Information is pulled based on how the card attributes with usage flagged as KFI aresetup.

It is recommended to leave all options turned on.



1. ClickMap Configurator in the left hand menu under Company Admin.2. Click anywhere on the row of the Map or click Update in the Action column.3. Expand the Map Fitness/Coaching Indicators section on the Map Detail page.4. Select or deselect options.5. Click Update.


Updating Map GridThe Map Grid options are updated from the Map Detail page. The Map Grid section controlsthe availability of the Map Grid view for Contact Maps.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click anywhere on the row of the Contact Map or click Update in the Action column.3. Expand the Map Grid section on the Map Detail page.4. Select the default settings for the Map Grid view.

a. Use the Y-Axis, X-Axis, and Color Indicator drop down lists to select attributes.b. (optional) Label each Quadrant.

Example: Top Left = Allies, Top Right = Strong Supporters, Bottom Left = TroubleMakers, Bottom Right = Dangerous Opponents.

5. Click Update.






Cloning a MapCloning a Map creates an identical version as the originally selected Map. The cloned Mapinherits the original Map attributes and Type but is not linked to the original Map. Cloned Maptitles default to "Copy of" plus the originally cloned Map title. Clone a Map from the Map Listpage.

Note: Consider cloning Maps before making updates. This ensures thatprevious settings are not lost and can be reused at a later time if desired.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click Clone in the Action column.3. Click OK to confirm cloning the selected Map.4. Update desired information for the cloned Map. See "Updating a Map" for additional

information.

Note: Users can update all Map details except Map Type.

5. Click Update.




Deleting a MapMaps are deleted from the Map List. A Map is permanently removed from the Revegy systemonce it is deleted.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click Delete in the Action column.3. Click OK to confirm deletion.




Showing Changes Made to a MapChanges to Maps are viewed from the Map Config Change Log page and accessed from theMap List. Changes show the Change Type, what was updated, who updated content, and whenthe Map was updated.

1. ClickMap Configurator in the left hand menu under Company Admin.2. Click Show Changes in the Action column or click the Show All Changes button to view

all changes to all Maps.3. Click details to view more details about what was updated.4. Use the Select Maximum Results drop down to filter the number of changes shown.5. Click Refresh to filter the number of changes shown.6. ClickMap Config List to return to the Map List.




Backing Up and Importing Con-figuration DataVarious sections in the Revegy Administration Module allow for the Master Company Admin toback up and import configuration data. This process is the same for data in the Plan Con-figurator, Map Configurator, Grid/Scorecard Configurator, and the Playbook Configurator.

Backing Up Configuration Data1. Click Backup/Import in the top right-hand corner of the Plan List, Map List, Grid/S-

corecard List, or the Playbook List.2. Select data to backup from the selection list. Use the Ctrl or Shift keys to select multiple

Plans, Maps, Grids/Scorecards, or Playbooks.3. Enter a file name on the server hosting the web services (RevegyServer/RevegySync) to

store the backup data. If only a file name is specified, the backup is located in$CATALINA_HOME\\bin.



4. Click BACKUP.

Importing Configuration Data1. Click Backup/Import in the top right-hand corner of the Plan List, Map List, Grid/S-

corecard List, or the Playbook List.2. Enter the file page of an existing backup that resides on the server hosting the web ser-

vices (RevegyServer/RevegySync).3. Click IMPORT. If the object key already exists on the server, the data is skipped.




Related TopicsManaging Maps for a User GroupThe User Group Maps tab allows you to select the Map templates available to group membersin a user group. Maps are associated to user groups at an Account, Opportunity, Partner, andPortfolio level. The User Group Maps tab is accessed when adding a new user group or updat-ing an existing user group.

1. ClickMaps in the Action column from the User Group Management page.2. Select checkboxes in the Selected column under Account, Partner, Opportunity, and Port-

folio to determine which Contact and Business Map templates are available to groupmembers.

n Maps are listed by type. Different Maps are available depending on businessrequirements.

3. Select one Contact Map in the Required column under Account, Partner, Opportunity, andPortfolio to determine which Contact Map is automatically created when an Account,Partner, Opportunity, or Portfolio is created.

Note: One Contact Map must be selected to link to the Strategy MapWho Cares field. Users cannot delete required Maps.



4. Select any number of Business Maps in the Required column under Account, Partner,Opportunity, and Portfolio to determine which Business Maps are automatically createdwhen an Account, Partner, Opportunity, or Portfolio is created.

5. Click Update.

Note: Maps have a + in front of the name if Map Templates have beencreated. Click the + to view and select the Map Templates.


System PreferencesSystem Preferences is accessed from the Manage Preferences option in the Company Adminmenu. The following options are available to configure: Data Group Names, Quota and PipelineGap Analysis, Currency Types, Relationship Gap Analysis, Relationship Score, Plan Help, MapHelp, Playbook Help, and Other Settings.

Data Group NamesCompanies can rename the Revegy standard information so that it fits with business require-ments.

Field Description

ModuleDisplays the standard Revegy name for Portfolio/Territory, Account,and Partner records

Singular Display NameRepresents the singular form display name for the standard Revegyname

Plural Display NameRepresents the plural form display name for the standard Revegyname

Use the Update button to save any changes made in this section.



Quota and Pipeline Gap AnalysisQuota and Pipeline Gap Analysis allows admins to choose whether to calculate pipelineamounts within Revegy or to import pipeline amounts.

Field Description

ActiveSelect to enable the Quota and Pipeline Gap AnalysisReport.

Calculate Pipeline within RevegySelect to calculate the pipeline amount using informationwithin Revegy.

at opportunity stage

Option is only available if "Calculate Pipeline withinRevegy" is selected. Use the Shift or Ctrl keys to selectOpportunity stages required to include in the pipelineanalysis.

Import Pipeline Amounts Select to import or manually enter the pipeline amount.


Currency TypesCurrency Types displays the exchange rate for the currencies with an Active status. The Com-pany Default Currency, entered on the Company Profile page by the Master Company Admin, isgrayed out and set to 1. All other currency values are entered as they compare to the CompanyDefault Currency.



Field Description

CodeEnter the currency code that appears in currency drop down lists in the userinterface.Example: USD stands for United States Dollar.

Name Enter a name that describes the currency.Example: United States Dollar

Exchange Rate

Enter the exchange rate value as it compares to the Company DefaultCurrency. Be sure to calculate the exchange rate as if you are exchangingthe Company Default Currency for the other currency.Example: 1 USD is exchanged for 0.6 GBP.

ActiveSelect to enable currencies if multiple currencies are used. Deselect thecurrencies that are not used. The Company Default Currency cannot bedisabled.

n Use the Update button to save any changes made in this section.n Check the Show Inactive option in the right hand corner of the Currency Types section to

display all inactive currencies and add new currencies.

Relationship Gap AnalysisThe Relationship Gap Analysis section is used in Influence Maps to identify gaps. The Rela-tionship Gap Analysis is a spreadsheet showing the relationship between team members andcontacts.



Field Description

Accounts ActiveSelect to include the Relationship Gap Analysis feature for Accounts andOpportunities.

Partners Active Select to include the Relationship Gap Analysis feature for Partners.


Relationship ScoreThe Relationship Score section maintains and defines the score values if the Relationship GapAnalysis is active. The information in this section is provided in a Legend on Influence Maps.

Field Description

Score Enter the values available to select when scoring a relationship.

Description Enter a description to describe the type of relationship the score represents.

Action Delete scores and descriptions.



n Use the Update button to save any changes made in this section.n Use the blank line at the end of the table to enter a new relationship score.

Plan, Map, and Playbook HelpThe Plan, Map, and Playbook Help sections are used to specify how many help buttons are avail-able for Plans, Maps, and Playbooks. Specific URLs for each icon are configured in the Plan Con-figurator, Map Configurator, and the Playbook Configurator.

Field Description

Help Name

Enter the information that displays as hover text that users see when theymouse-over the icon.

Example:

Default ImageSelect to use the Revegy default Help icon.

Example:

Upload Image

Select an image to upload to Revegy. No library of icons is currentlyavailable. The maximum icon image size is 16x16 kb. Be sure Default Imageis unchecked if this option is used.

The name of the uploaded file only displays before saving the Help section.Once the section is saved, "no file selected" is displayed. The icon is stilluploaded and displayed with the Plan, Map, or Playbook in the userinterface.

When Revegy is provisioned and the Help Name field is populated, new Helpicons have likely already been loaded.



n Use the Update button to save any changes made in these sections.n See "Help Links" for additional information and requirements for Help Links.

Playbook ImagesThe Playbook Images section is used to define the images used in Playbooks to identify tools andattached documents.

Field Description

Image Name

n Tools: If any tool (Map, Plan Object, Plan, or Call Plan) is attached to aPlaybook item, it is represented with an icon in the bottom rightcorner (spanner/wrench).

n Attach Documents (no attachments): If the "AllowAttach Documents" is selected for a Playbook item, it is representedwith an icon in the bottom left corner (paperclip). This icon indicatesnothing is currently attached to the item, but the option is available.

n Attach Documents (with attachments): If the "AllowAttach Documents" is selected for a Playbook item, it is representedwith an icon in the bottom left corner (paperclip). This icon indicatessomething is currently attached to the item. It is usually a moredefined version of the Attach Documents (no attachments) icon.

Example:

Default ImageSelect to use the Revegy default icons.Example:

Upload Image

Select an image to upload to Revegy. No library of icons is currentlyavailable. The maximum icon image size is 16x16 kb. Be sure Default Imageis unchecked if this option is used.

The name of the uploaded file only displays before saving the section. Once



Field Description

the section is saved, "no file selected" is displayed. The icon is still uploadedand displayed with the Playbook in the user interface.

When Revegy is provisioned and the Default Image field is not selected, newicons have likely already been loaded.

Use the Update button to save changes made to this section.

Other SettingsOther Settings includes options for collaboration and primary owner.

Field Description

Collaboration ActiveSelect to allow importing of collaboration files into Revegy fromother individuals using Revegy.

Display Primary OwnerSelect to display the primary owner of Accounts, Opportunities, andPartners.

Use the Update button to save any changes made in these sections.


Help LinksHelp links are represented as icons in the user interface and provide users with additionalinformation when clicked. Help links, if configured, are located in Plans, Maps, and Playbooks.The links reference specific URLs defined in the Plan Configurator, Map Configurator, and Play-book Configurator.

The links available and images associated with the links depend on how you set up Plan, Map,and Playbook Help in Manage Preferences. See "System Preferences" for additional informationon how to configure these sections.



Help link requirements include:n Content is loaded on the instance or available from a public locationn Link begins with http:// or https://n URL references a specific document

(Example: http://myserver.com/documents/mydocument.docx) or links to a web page(Example: https://myserver.com/documents/index.html)

n Client is able to access the server where the document or page is storedn Server is generally available (public)n Server is on the client network and accessible via a VPN connection

The display behavior of a document is determined by the client's browser settings, for example,opening a document directly or downloading the document.


Contacts PreferencesContacts Preferences is accessed from the Manage Preferences option in the Company Adminmenu. The Contacts Preferences display on Contact cards and Maps. These features are typ-ically configured during the Operation Design phase of implementing Revegy. The followingoptions are available to configure: Optional Contact Fields/Contact Options and Custom Fields.

Optional Contact Fields/Contact Options



Field Description

Optional Contact Fields

Select Phone, Mobile, Email, General Comments, and/or PoliticalComments to display on Contact cards and Maps. Rename theGeneral Comments and Political Comments fields using the Renamelink.

Contact OptionsSelect Always Display Contact Company/Group to have thisinformation always shown on Contact cards and Maps.


Custom FieldsOnly two custom fields can exist, for example, Contact Focus Area, Disc profile, ManagementStyle, or Impact Statement. In the user interface, this information is displayed at the bottom ofthe Contact Details page for each contact.

n Update fields using the Update button in the Action column or by clicking on the row.

Clicking Update opens a new page to edit custom fields.

Field Description

Field Label Enter a name for the custom field.



Field Description

Field Description Enter a brief description for the field.

Status Select Active or Inactive. Only active custom fields display in Revegy.

SettingsSelect where the custom field is used. Select any combination betweenDisplay on Contact Map Cards and Hide with Sensitive Map Items.

TypeSelect the custom field type: Text or Drop List. Use the List Items section ifthe Drop List type is selected.

List ItemsEnter the values that appear as options in the drop down list. Enter onedrop down list entry per line. Press the "Enter" key after each response.



Color PickerThe color picker is found on various pages throughout Revegy. The color picker allows you toselect a color using various methods.

To select a color, you can:n Select a color from the color field.n Select a color from the color bar.n Adjust the HSV (hue, saturation, and value) settings.n Adjust the Lab (light, color-opponent dimensions) settings.n Adjust the RGB (red, green, blue) settings.n Adjust the CMYK (cyan, magenta, yellow, black) settings.n Enter the hex color code (six-character alphanumeric code).n Select a color from the grid.


