Difference between revisions of "Company Rep Management"

Revision as of 14:56, 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

@@ Line 45: / Line 45: @@
 | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#corep_repno|Rep No]]
 | class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#corep_active|Active]]
+| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#activestatus|Active]]
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-
@@ Line 87: / Line 87: @@
 | &nbsp;
 | &nbsp;
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 | &nbsp;