Difference between revisions of "Company Rep Management"

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| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
 
| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
 
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|-
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| colspan="4" style="width: 265px;" | 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.
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| colspan="4" style="width: 265px;" | Select Search > Company Reps > Use the search filters to find the Company Rep > Select the company rep in the Results Grid > Click Edit.
 
|-
 
|-
 
| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 
| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 
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|-
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| colspan="4" style="width: 265px;" | :
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| colspan="4" style="width: 265px;" | Company representatives can be categorized and attached to jobs.
 
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Adding or editing links for LinkedIn, Twitter and Facebook
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Manage Saleperson records
 
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Sites connected to the Customer
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use an unlimted number of company representative type.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Tasks connected to the Customer
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| &nbsp;
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Contacts connected to the Customer
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| &nbsp;
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Notes connected to the Customer
 
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|-
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documents connected to the Customer
 
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|-
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
 
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| 1
 
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| 1
 
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| 1
 
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| 1
 
 
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| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repno|Rep No]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_number|Job No.]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#activestatus|Active]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_billed|Billed]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#site_Name|Site Name]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repname|Rep Name]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_mainno|Main No.]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_reptype|Rep Type]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#primaryservicer|Primary Servicer]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_commrate|Commission Rate]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_contact|Job Contact]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_phone|Phone]]&nbsp;&nbsp;[[Glossary#job_ext|Ext]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_repphone|Phone]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_contactemail|Contact Email]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_sla|SLA]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repemail|Email]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_status|Status]]
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#jobType|Job Type]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_acctmanager|Account Manager]]
 
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_receiveddate|Received Date]]
 
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_servicetype|Service Type]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_repdivision|Division]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_saleperson|Salesperson]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
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|-
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_scheduledate|Schedule Date]]
 
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_slaExp|SLA Exp]]
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_pmtmethod|Pmt Method]]
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#job_refno|Ref#]]
 
 
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_request|Request]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repaddress|Address]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solution|Solution]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_requestnotes|Request Notes]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repaddress|Address 2]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solutionnotes|Solution Notes]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#job_statusbar|Status Bar]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repaddress|Address 3]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_sendtomobile|Send to Mobile]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_zip|Zip]]
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#corep_city|City]]
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_state|State]]
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep_country|Country]]
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| class="headerMainTitles" colspan="4" | Dispatch Card Tab
 
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| class="headerMainTitles" colspan="4" | KPI Tab
 
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| class="headerMainTitles" colspan="4" | Transactions Tab
 
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| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Invoices Tab
 
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| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Notes Tab
 
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| class="headerMainTitles" colspan="4" | Documents Tab
 
 
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| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Status Code Log Tab
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| class="headerMainTitles" colspan="4" | Search
 
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|-
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| colspan="4" | [[File:CoRepSearch.jpg|CoRepSearch.jpg]]
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| class="headerMainTitles" colspan="4" | Payments Tab
 
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  [[Category:Pages with broken file links]]
 

Latest revision as of 13:23, 12 July 2024

       
CoRepEdit.jpg
       
Navigation
Select Search > Company Reps > Use the search filters to find the Company Rep > Select the company rep in the Results Grid > Click Edit.
Overview
Company representatives can be categorized and attached to jobs.
• Manage Saleperson records
• Use an unlimted number of company representative type.
       
Fields
Rep No   Active  
Rep Name   Rep Type  
Commission Rate   Phone  
Email   Division  
Address      
Address 2      
Address 3      
Zip City State Country
       
Search
CoRepSearch.jpg
       
Retrieved from "https://svconthego.net/index.php?title=Company_Rep_Management&oldid=3007"