Sales People

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Layout

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.

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 page to base settings.

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.

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.

FAQ

Additional Information

See Contract.
See Customer.
See MyViews.
See Common UI Behavior.