Sales People

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Sales People

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WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

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Layout

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The Sales People window provides the tools necessary to manage the sales people that you will use when working with Customers, Contracts, etc. It can be found under Settings which is accessible from the Dashboard.

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Main Menu


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Columns


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Context Menu


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New Button

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The New button initiates the process of creating a new entry.

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Hot Keys


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Sales Person

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You have seen where Sales people are already in Customers, Contracts, They are a standard column in a few reports and some reports have the ability to add a Sales Person column to the report.

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Tabs

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General


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FAQ

ToDo

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Additional Information

See Contract.
See Customer.
See MyViews.
See Common UI Behavior.


Table of Contents [Hide/Show]


Sales People
   Layout
      Main Menu
      Columns
      Context Menu
      New Button
      Hot Keys
Sales Person
   Tabs
      General
FAQ
Additional Information