Difference between revisions of "Company Rep Management"
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer | ||
|- | |- | ||
| − | | | + | | |
| − | | | + | | |
| − | | | + | | |
| − | | | + | | |
|- | |- | ||
| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]] | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Rep No]] |
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]] | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Active]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | | + | | class="fieldGrayBackgrounds" style="width: 446px;" | |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]] | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Rep Name]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | | + | | class="fieldGrayBackgrounds" style="width: 362px;" | |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]] | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Rep Type]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | | + | | class="fieldGrayBackgrounds" style="width: 446px;" | |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]] | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Commission Rate]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | | + | | class="fieldGrayBackgrounds" style="width: 362px;" | |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_|]] | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Phone]] |
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | | + | | class="fieldGrayBackgrounds" style="width: 446px;" | |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Email]] |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Division]] |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 446px;" | |
| − | |||
| − | | class="fieldGrayBackgrounds" style="width: | ||
| − | |||
| − | |||
| − | |||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_|]] | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|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_|]] | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|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_|]] | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|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: 362px;" | [[Glossary#corep|Glossary#corep_|City]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|State]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#corep|Glossary#corep_|Country]] | ||
|- | |- | ||
| | | | ||
Revision as of 13:16, 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 | |||
| Glossary#corep_|Rep No | Glossary#corep_|Active | ||
| Glossary#corep_|Rep Name | Glossary#corep_|Rep Type | ||
| Glossary#corep_|Commission Rate | Glossary#corep_|Phone | ||
| Glossary#corep_|Email | Glossary#corep_|Division | ||
| Glossary#corep_|Address | |||
| Glossary#corep_|Address 2 | |||
| Glossary#corep_|Address 3 | |||
| Glossary#corep_|Zip | Glossary#corep_|City | Glossary#corep_|State | Glossary#corep_|Country |
| Dispatch Card Tab | |||
| KPI Tab | |||
| Transactions Tab | |||
| Invoices Tab | |||
| Notes Tab | |||
| Documents Tab | |||
| Status Code Log Tab | |||
| Payments Tab | |||
