Difference between revisions of "Company Rep Management"

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| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Rep No]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repno|Rep No]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Active]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_active|Active]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Rep Name]]
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| 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]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_reptype|Rep Type]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
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|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Commission Rate]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_commrate|Commission Rate]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
 
| class="fieldGrayBackgrounds" style="width: 362px;" |  
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep|Glossary#corep_|Phone]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_repphone|Phone]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Email]]
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| 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]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_repdivision|Division]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep|Glossary#corep_|Address]]
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| 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]]
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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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| class="headerMainTitles" colspan="4" | Invoices Tab
 
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| class="headerMainTitles" colspan="4" | Notes Tab
 
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| class="headerMainTitles" colspan="4" | Documents Tab
 
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| class="headerMainTitles" colspan="4" | Status Code Log Tab
 
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| class="headerMainTitles" colspan="4" | Payments Tab
 
 
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  [[Category:Pages with broken file links]]
 

Revision as of 13:31, 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
       
       
       
Retrieved from "https://svconthego.net/index.php?title=Company_Rep_Management&oldid=463"