Matrix for Media

Monarch - TMS - Entering Deals - (Customized)

On any deal, new options will exist to fill in values for TMS under the Details section.

  • TMS Support section with the ability to put the Resource and the TMS Library item used if applicable.
  • Note how the default is nothing selected. 
  • Options will include "None" which must be selected by a salesperson to note that no TMS Support was used as part of this deal. This will report separately from nothing being selected.
  • If None or TMS Strategist are selected, a TMS Library option is not available to select.
  • If a value with TMS Library is selected, then the user must choose from the multi-select TMS Library options.

Note - A user cannot attribute individual rows to TMS or set different library values per row.

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