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# | + | | 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# | + | | 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# | + | | 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# | + | | 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# | + | | 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# | + | | 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# | + | | 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# | + | | 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# | + | | 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# | + | | 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# | + | | 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# | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repzip|Zip]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#corep_city|City]] |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_state|State]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep_country|Country]] |
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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 | ||
| Division | |||
| Address | |||
| Address 2 | |||
| Address 3 | |||
| Zip | City | State | Country |