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Sales People
<div id="Text"> ==Sales People== [Settings|back] ((('''WORK IN PROGRESS''' - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by [SendSmile|sending us a smile].))) ===Layout=== <center>[image||{UP}Salespeople/Sales1.png]</center> The Sales People window provides the tools necessary to manage the sales people that you will use when working with [Customers], [Contracts], etc. It can be found in [Settings] which is accessible from the [Dashboard]. <center>[image||{UP}releasenotes/white35.gif]</center> ====Main Menu==== *'''File''' **'''New''': Creates a new entry. **'''Open''': Opens the currently highlighted entry. **'''Print''': Prints the visible list, as it is currently design/visible. **'''Print Preview''': Similar to ''Print'', but displays a Preview window prior to printing. **'''Close''': This closes the window. *'''View''' **'''Archive''': Checkmark on/off to show Archive. **'''Trash''': Checkmark on/off to show Trash. ** '''Merge''': Merge one conflict into another and delete that conflict. ** '''Reset''': Reset the window and columns. **'''Refresh''': (F5) Reloads the page. ====Columns==== * '''First Name''' * '''Last Name''' * '''Commission Type''' * '''Email''' * '''Trashed''' ====Context Menu==== * '''Open'''{br}Opens the currently highlighted entry. * '''New'''{br}Initiates the process of creating a new entry. * '''Merge''' - Merges two conflicts...See below. * '''Archive''' -Places that conflict in Archived. * '''Trash''' - Places that conflict in --trashed--. ====Multi-Select/Merge==== <center>[image||{UP}releasenotes/white37.gif]</center> Merge will move all allocated areas assigned from the original revenue source to the merged one, you assign it to, and then delete the original revenue source selected. Multi-Select allows you to Shift/Left click or ctrl/left click to gather a few salespeople/users and right click to open the Context menu and apply to all highlighted. ====New Button==== <center>[image||{UP}Salespeople/Sales2.png]</center> The ''New'' button initiates the process of creating a new entry. ====Hot Keys==== * '''Enter''': Open the highlighted entry. * '''Ins''': Initiates the process of creating a new entry. * '''CTRL+F''': Accesses the ''Find'' window. * '''Home''': Moves the highlight to the top of the list. * '''End''': Move the highlight to the bottom of the list. * '''Esc''': Closes the window. ==Sales Person== <center>[image||{UP}Salespeople/NewSalesPerson.png]</center> You have seen where Sales people are already in [Customers], [Contracts], They are a standard column in a few reports and some reports have the ability to add a Sales Person column to the report. ===Tabs=== ====General==== * '''First Name'''{br}Salesperson's first name. * '''Last Name'''{br}Salesperson's last name. * '''Default Commission Type'''{br}Shows the commission types setup up by the administrator. See [Commissions]. * '''Email Address'''{br}The email address for this salesperson. * '''Trashed'''{br}This box allows you to toggle the ''Trashed'' status for salesperson. When trashed, this salesperson is no longer available in the list of sales people when working with [Customers] and [Contracts]. ==FAQ== (((ToDo))) ==Additional Information== See [Contract].{br} See [Customer].{br} See [MyViews].{br} See [Common|Common UI Behavior].{br} </div> <DIV class=transcludedpage> <div id="Side">{toc} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} {br} </div> </div> <SCRIPT type=text/javascript> var navItem = document.getElementById('ManualTab'); navItem.className = 'active'; </SCRIPT>
Due to the nature of software development, information and content found on this website may not be representative of the current version(s).
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