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
sending us a smile.
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 under
Settings which is accessible from the
Dashboard.
Layout
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
- Reset
Resets the view (modified using MyViews) to the factory-original state.
Columns
- First Name
- Last Name
- Commission Type
- Email
- Trashed
Context Menu
- Open
Opens the currently highlighted entry. - New
Initiates the process of creating a new entry. - Trash
Flags the currently highlighted entry as being Trashed.
New Button
TODO Need to add a picture of the new button.
The
New button initiates the process of creating a new entry.
Close Button
TODO Need to add a picture of the close button.
The
Close button closes the window.
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
TODO Need to go into some detail as to what exactly we are referring to when we discuss salesperson; in other words, how are these entries leveraged throughout the system.
Tabs
General
- First Name
Salesperson's first name. - Last Name
Salesperson's last name. - Default Commission Type
Shows the commission types setup up by the administrator. See Commissions. - Email Address
The email address for this salesperson. - Trashed
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.
Additional Information
See
Contract.
See
Customer.
See
MyViews.
See
Common UI Behavior.