Company Rep Management
Revision as of 09:16, 24 March 2022 by Ascentadmin (talk | contribs)
| 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 | |||
