Sales People
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
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This is where you manage sales people for use with
Customers,
Contracts, etc.. It can be launched directly
Settings which is accessible from the
Dashboard.
TODO Need a screen shot of the Settings window showing the Sales People icon.
Layout
TODO
Main Menu
- File
- Close
This closes the window.
- View
- Reset
Resets the view of both panes (modified using MyViews) to their factory-original state. - Refresh
Refreshes the content (data) in both panes.
Sales Person
TODO
Context Menu
This menu is access by using the mouse to right click anywhere in the list pane. See
Common UI Behavior.
- Open
Opens the highlighted sales person. - New
Creates a new sales person.
New Button
Creates a new sales person.
Close Button
Closes the window.
Hot Keys
TODO Confirm which keys works.
- Enter
Open the highlighted Customer. - Del
Deletes the highlighted Customer. - Ins
Creates a new Customer. - CTRL+F
Find Contract using Contract number. - CTRL+SHIFT+F
Find/Filter Customers pane using one or more words. - Left Arrow
Moves navigation to the left pane (Customers). - Right Arrow
Moves the navigation to the right pane (Contracts/Projections). - Home
Moves the highlight to the top of the current pane. - End
Move the highlight to the bottom of the current pane. - Esc
Closes the window. - F5
Refreshes the data in both panes.
Additional Information
See
Contract.
See
Customer.
See
MyViews.
See
Common UI Behavior.