In Google Chrome, you will want to not only turn off autofill data, but also clear it. Turning Off Autofill in Chrome 1. Click the Chrome menu icon. (Three dots at top right of screen.) 2. Click on Settings. 3. In the "Autofill" section, expand the area for which you wish to disable Autofill. 4. [...]
When you click on Printable Format of a record in NEHANET and print to PDF, please note if you use Microsoft Edge, it does not print the background colors. All major browsers support it (Google, Firefox, Internet Explorer, etc.), but Microsoft Edge does not allow users to print background color of web pages. There is [...]
Please see the video below to see how to manage regions for a Regional Sales Manager user using User Region Mappings.
Starting with Release R14 of NEHANET, you can use Microsoft Active Directory to sign on to NEHANET. If during the initial setup, you already granted permission to NEHANET App to view the Office 365 User Profile, and would like to revoke it, please follow the steps below: Step 1: Sign in to the Microsoft application [...]
Starting with Release R14 of NEHANET, you can use Microsoft Active Directory to sign on to NEHANET. To achieve that, you need to register the NEHANET Application with your Microsoft Office Account. Please follow the steps below. Step 1: Sign in to the Microsoft application registration portal Navigate to the Microsoft app registration portal at [...]
To create a Quote for an Opportunity, go to the Related Section of the Opportunity, Select the Quote module. Click the “+” Icon to Create an Quote. The Customer, Opportunity Name and Part Information will carry over to Quote. You can fill the other fields as required.
I used the NEHANET system to forward a quote to another user. I found the quote went into junk mail. Is there anything I can do on my end to insure they don’t end up in Junk Mail folder?
We use a SMTP Mail Relay Service called "sendgrid.net" to trigger outbound email. Sometimes these emails find their way to the Junk Mail folder. We don't control that. You could ask your Mail Administrator to whitelist both "nehanet.com" and "sendgrid.net" domain in your Mail server setup. That should help. In addition, Outlook also provides an [...]
First Create a Quote Report with the fields you want under Settings-> My Views & Reports -> Manage Report. See this FAQ for How to Create a Report? Please search for the topic "How to Create a Report?" Then, Click on Setting->System Administration->Task Scheduler and create a new Task Scheduler, pick the Report -> Select [...]
To associate/create a Call Report for an Opportunity, Search for the Opportunity, Click on Related Call Report (from Grid or Edit page) and click Create.
When companies get acquired and you want to transfer Opportunities from the acquired company to the acquiring company, you can use the merge functionality. The merge icon is available in the Account System View.