When companies change name, you can just change the Company Name in Accounts assuming you don’t have another Account with the same name in Accounts Master.
When creating an opportunity, Quote, Sample, Design Registration, etc. the header shows that the part number is mandatory, but the fields are not red-bordered. This is because Part Number is a unique field in that you add one or more Parts to an Opportunity, Quote, Sample, Design Registration, etc. It is not like other fields [...]
End user deletes in NEHANET are soft deletes. So If an Account, Contact, Opportunity, Forecast, Quote, etc. is deleted, it is only marked for delete. The System Administrator can view the deleted records under Settings->System Administration->Deleted Records. Pick the module to see all deleted items for that module. The System Administrator can then either restore [...]
To clear the Browser Cache, depending on the browser you use, please click one of the links below: Chrome - https://support.google.com/accounts/answer/32050?hl=en Firefox - https://support.mozilla.org/en-US/kb/how-clear-firefox-cache Edge - https://support.microsoft.com/en-us/help/10607/microsoft-edge-view-delete-browser-history Internet Explorer 11 - https://support.microsoft.com/en-us/help/17438/windows-internet-explorer-view-delete-browsing-history Safari - http://www.macworld.co.uk/how-to/mac-software/how-clear-safari-cache-3496193/
NEHANET CRM + S&OP platform uses the latest HTML technologies and a responsive design to adjust to your device form factor. While most browsers perform the same basic function, there are incompatibilities between them. We support a variety of browsers listed below. Chrome Firefox Edge We encourage customers to upgrade and stay up-to-date on the [...]
NEHANET CRM + S&OP platform introduces a brand new User Interface (UI), which uses a responsive design to adjust to your device form factor. So, when you come in from a Laptop browser with a wide screen, you get a screen like the one below: Web View When you login from a smaller form factor, [...]
If you encounter this message, it is because of a change introduced in Microsoft patch. There is a fix for it and you can read about it below. http://www.infoworld.com/article/3106774/microsoft-windows/good-news-for-microsoft-office-renamed-html-files-now-open-in-excel.html https://answers.microsoft.com/en-us/msoffice/forum/msoffice_excel-mso_win10/cannot-open-html-files-in-excel-2016-office-365-on/56b5de8a-2026-4202-8d73-0c96e39c06af http://forums.yessoftware.com/posts.php?post_id=125348 One workaround is after downloading file, right-click on it and check the box "Unblock" (at lower right corner of the panel).
If I have two customers with the same name but different customer number, how do i specify the customer name in the import spreadsheet to associate with the right customer record?
If you have two customers with the same name "Test Company" with Customer Number 1234 and "Test Company" with Customer Number 4567 In the opportunity import spreadsheet, you can specify "Test Company #:1234 to associate with "Test Company" with Customer Number 1234 OR you can specify "Test Company #:4567 to associate with "Test Company" with [...]
You can have a maximum of 10 unique windows (DIV IDs) open at anytime. Once you have 10 windows open, when you open a new window, the oldest window will close.
When you print a Web page using the browser print button, there are many default print settings that can be changed. If you wish to disable/hide Header and Footer information when you print a page, then depending on the browser you use, please follow one for the links below. All browsers have an option in [...]