Difference between revisions of "Company Rep Management"

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| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Rep No]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repno|Rep No]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Active]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_active|Active]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Rep Name]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repname|Rep Name]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Rep Type]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_reptype|Rep Type]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Commission Rate]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_commrate|Commission Rate]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Phone]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_repphone|Phone]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Email]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repemail|Email]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Division]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_repdivision|Division]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Address]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repaddress|Address]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Address 2]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repaddress|Address 2]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Address 3]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repaddress|Address 3]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Zip]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repzip|Zip]]
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#corep|Glossary#corep_|City]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#corep_city|City]]
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|State]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_state|State]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep|Glossary#corep_|Country]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep_country|Country]]
|-
 
|  
 
|  
 
|  
 
|  
 
|-
 
| class="headerMainTitles" colspan="4" | Dispatch Card Tab
 
 
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|-
 
|  
 
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|  
 
|  
 
|  
|-
+
 
| class="headerMainTitles" colspan="4" | KPI Tab
 
|-
 
|  
 
|  
 
|  
 
|  
 
|-
 
| class="headerMainTitles" colspan="4" | Transactions Tab
 
|-
 
|  
 
|  
 
|  
 
|  
 
|-
 
| class="headerMainTitles" colspan="4" | Invoices Tab
 
|-
 
|  
 
|  
 
|  
 
|  
 
|-
 
| class="headerMainTitles" colspan="4" | Notes Tab
 
|-
 
|  
 
|  
 
|  
 
|  
 
|-
 
| class="headerMainTitles" colspan="4" | Documents Tab
 
|-
 
|  
 
|  
 
|  
 
|  
 
|-
 
| class="headerMainTitles" colspan="4" | Status Code Log Tab
 
|-
 
|  
 
|  
 
|  
 
|  
 
|-
 
| class="headerMainTitles" colspan="4" | Payments Tab
 
 
|-
 
|-
 
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  [[Category:Pages with broken file links]]
 

Revision as of 09:31, 24 March 2022

       
jobedit ccexpress.png
       
Navigation
To access Job Maintenance, select Search > Jobs > Use the search to find the job to access > Select the row for the job to access > Click Edit.
Overview
:
Adding or editing links for LinkedIn, Twitter and Facebook
Viewing the Sites connected to the Customer
Viewing the Tasks connected to the Customer
Viewing the Contacts connected to the Customer
Viewing the Notes connected to the Customer
Viewing the Documents connected to the Customer
Viewing the Invoices connected to the Customer
       
Fields
Rep No   Active  
Rep Name   Rep Type  
Commission Rate   Phone  
Email   Division  
Address      
Address 2      
Address 3      
Zip City State Country