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.
Layout
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
Fields
- First Name
Sales Person's first name. - Last Name
Sales Person's last name. - Default Commission Type
Shows the commission types setup up by the administrator. - Email Address
The email address the sales person is using. - Trashed
This box allows you to trash or untrash a sales person.
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.