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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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
The
New button initiates the process of creating a new entry.
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
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
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.