FAQ

FAQ2018-05-02T05:56:41-08:30

If you have additional questions, please don’t hesitate to contact us at ASK NEHANET.

How to Turn off User’s Search history showing up while trying to type in fields2019-07-17T20:37:30-08:30

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. Toggle the setting OFF if it is on. The system will automatically save your settings.

Clearing Autofill Data in Chrome
1. Click the Chrome menu icon. (Three dots at top right of screen.)
2. Click on History, then click on History again in the menu that appears.
3. Select Clear browsing data. (Alternatively, you can press CTRL+SHIFT+DEL on your keyboard to bypass steps 1-3.)
4. At the top, choose “the beginning of time” option to clear all saved data.
5. Make sure that the “Clear saved Autofill form data” option is checked.
6. Click Clear browsing data.

Similarly, in Firefox, you will want to not only turn off autofill data, but also clear it.

Turning off Autofill in Firefox
1. Click on the Firefox menu icon. (Three lines at top right of screen.)
2. Click on Options.
3. Choose “Privacy & Security.”
4. In the “Forms & Autofill” section uncheck “Autofill Addresses.” The system will automatically save your settings.

Clearing Autofill Data in Firefox
1. Click on the Firefox menu icon. (Three lines at top right of screen.)
2. Click on “Privacy and Security.”
3. In the “History” section, click on the “Clear History” button. (Alternatively, you can press CTRL+SHIFT+DEL on your keyboard to bypass steps 1-3.)
4. In the “Time Range to Clear” drop-down menu, choose “Everything.”
5. Make sure “Form & Search History” is checked.
6. Click Clear Now.

Microsft Edge does not allow users to print background colors2018-12-30T20:19:47-08:30

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 already a question on the Microsoft forum with many users asking the same question. Click here to read about it.

If you need the background color, please use one of the other browsers.

 

 

 

How to manage regions for a Regional Sales Manager user?2018-10-18T06:20:48-08:30

Please see the video below to see how to manage regions for a Regional Sales Manager user using User Region Mappings.

How to Revoke permissions for NEHANET App in Office 365?2018-10-09T21:19:27-08:30

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 registration portal

  1. Navigate to the Microsoft app registration portal at https://portal.office.com/.
  2. Sign in with your Microsoft account.
  3. Click on your name at the top right of the screen
  4. Click on My Account
  5. Click on App Permissions on the left tab
  6. Locate the NEHANET  App on the right frame and click Revoke.

 

How to Register NEHANET with the Azure Active Directory v2.0 endpoint2018-10-08T14:10:56-08:30

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

  1. Navigate to the Microsoft app registration portal at https://apps.dev.microsoft.com/.
  2. Sign in with your Microsoft account.
  3. Done? You should now be looking at your list of Microsoft apps, which is probably empty. Let’s change that.

Step 2: Register an app

  1. Select Add an app, and give it a name (e.g. crm.nehanet.com). We recommend using the NEHANET Application URL. The portal will assign your app a globally unique Application ID that you’ll use later in your code. If your app includes a server-side component that needs access tokens for calling APIs (think: Office, Azure, or your own web API), you’ll want to create an Application Secret here as well.
  2. Next, add the Platforms and select web-based apps. Provide a Redirect URI where sign-in messages can be sent. This will be of the form https://crm.nehanet.com/callback.html. Replace crm.nehanet.com with your NEHANET Application URL.
  3. Optionally, customize the look and feel of your sign-in page in the Profile section.
  4. Note down the Application Id.
  5. Click on Generate New Password and note down the Application Secret.
  6. Upload a Logo
  7. Set Home page URL as https://crm.nehanet.com/nn.jsp. Replace crm.nehanet.com with your NEHANET Application URL.
  8. Save your changes before moving on.
  9. Provide the Application Id and Application Secret to your NEHANET Contact to configure in the System.

You can also read about this at https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-v2-register-an-app

Can I convert an Opportunity to a Quote and if so what are the steps to be taken?2018-09-17T07:30:56-08:30

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?2018-07-31T20:06:32-08:30

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 option to mark these mail as NOT Junk. It learns as you do that and should deliver to the Inbox folder.

How to Setup Task Scheduler to email Reports?2018-07-27T05:51:20-08:30

First Create a Quote Report with the fields you want under Settings-> My Views & Reports -> Manage Report. See this FAQ for 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 Specific Report -> you just created, Select the Frequency, Time and Include Email and Save it with Email Subject.

How do I add a Call Report for an Opportunity?2017-06-23T12:52:43-08:30

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.

How do I transfer Opportunities when a company gets acquired?2017-06-15T20:14:56-08:30

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.

What should I do when an Company changes it name?2017-06-15T19:23:01-08:30

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.

Why is Part Number field not red-bordered like other fields?2018-08-01T06:07:39-08:30

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 (Market Segment, etc.). Hence, there is no red-border around it. However any fields within the Part section will have a red border around it if they are flagged as mandatory.

How can I view deleted records?2017-05-26T13:03:10-08:30

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 or permanently delete the soft deleted records. Once permanently deleted, the deleted records cannot be restored.

It is recommended that the System Administrator periodically permanently delete the soft deleted items to keep the waste basket clean.

How do I clear my Browser Cache?2017-05-19T07:11:57-08:30
Browser Versions2019-11-15T07:52:28-08:30

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.

  1. Chrome
  2. Firefox
  3. Edge
  4. Internet Explorer 11

We encourage customers to upgrade and stay up-to-date on the latest browser for a faster, more secure browsing experience.

Please also note that Microsoft has ended support for older browser versions. Read here.

Responsive User Interface2017-04-11T07:49:58-08:30

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, you get a screen like the one below. You can navigate by clicking on the navigation icon at the top left of the screen.

Mobile View

You can zoom in out out using the browser settings to switch between the two modes.

Excel throwing error while trying open xls file downloaded from NEHANET2017-02-10T13:31:27-08:30

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?2016-11-07T07:28:23-08:30

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 Customer Number 4567

How many unique windows (DIV IDs) can I have open in the new release?2016-10-04T10:20:15-08:30

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.

How do I change Browser Print Settings?2018-04-13T02:01:11-08:30

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 Print Settings to turn off/on and select what gets printed in the Header and Footer – information like Page Title, URL, Date, Time, Page Number, etc. Please follow one of the help links below to an external website for further assistance with your browser print settings:

  1. Chrome – https://support.google.com/chrome/answer/1379552?hl=en
  2. Firefox – https://support.mozilla.org/en-US/kb/how-print-web-pages-firefox
  3. Edge – http://www.simplehow.tips/a/48/how-to-print-webpage-in-microsoft-edge-browser
  4. Internet Explorer 11 – http://www.technipages.com/ie-edit-header-and-footer-on-printouts
  5. Safari – https://support.apple.com/kb/PH21718?viewlocale=en_US&locale=en_US
How to set the default currency in the system to USD?2016-10-12T05:35:56-08:30

You can do that under Advanced Configuration->Fields. Set the Currency field to default to USD in Cost, Pricing, Price Minimum and Quotes Module to default to USD.

What is the process for the Forecast Rollover each month?2016-10-25T20:32:39-08:30

Forecasts are rolled over automatically on calendar month end or fiscal month end as defined in the system. All forecasts for both Sales (or Demand) and Marketing forecast types from the current month are automatically rolled over to the next month at the end of the month.

I want to see how many email alerts have gone out in the last few days. Where do I go?2018-04-13T02:01:12-08:30

I want to see how many email alerts have gone out in the last few days.  Where do I go?

Click on Settings->System Administration->Task Scheduler->Email Log.

How can one look at Quote Approval Audit Trail?2016-10-25T06:52:55-08:30

To look at the Quote Approval Audit Trail, click on Settings->System Administration-> Quote Approval Audit Trail. You can enter a Quote Number and search the audit trail for a specific Quote.

If an Opportunity that has two Contract Manufacturers listed and eventually the business goes to only 1 of them, how do we remove the others?2018-04-13T02:01:14-08:30

There is a delete button next to the CM Name in the Opportunity Edit page. If there are multiple Contract Manufacturers, and business goes to only 1 of them, you can delete the other.

Note: you need to have at least one CM in the Opportunity.

Why Account Information does not auto-populate on Design Registration form?2018-04-13T02:01:15-08:30

When entering a new Design Registration from an Account page, the Account information does not auto-populate on the design registration form.

Leads and Design Registration module work differently from other modules. The fields at the top of the form are free form fields. So if you have a Design Registration form on your website, you can automatically fill in the Design Registration data in the CRM. The field that ties the Design Registration to an Account in the Account Master is the Customer field.

FAQ-7

One reason they work differently is that Distributors often enter information into their own CRM systems and this information is then pushed to NEHANET; and the names etc do not match. The second reason is that you don’t want to expose existing customer/opportunity data to the distributor just because they are registering a DR. Instead, let them register the DR and let the RSM reconcile it. Then they will see it

You can access the reference Design Registration form under Settings->Advanced Configuration->Reference From section

How do I go about adding a user to accounts not under his/her control in other areas?2016-10-25T06:49:55-08:30

To add a user as a Team Member to Accounts NOT in his/her region. Click on Settings->System Administration->Account Teams. Search for the Account and Click on + to Add the user as a Team Member.

The listed Regional Mgr will remain in control of the account. The Team Member can see what’s happening with that account even thought it is not in his/her territory.

How do I generate PDF format of the Quote?2018-04-13T02:01:17-08:30

Open an Approved Quote and Click + on the Printable Format. Click on Email Format. You can Print that to PDF using the Print icon or the Browser Print function depending on the NEHANET version deployed for your organization.

FAQ-1

How do I email Quotes directly from the System?2018-04-13T02:01:18-08:30

Open an Approved Quote and click on the Email icon at the top left of the Details page.

How to Hide Certain System Views from Home Page?2018-04-13T02:01:19-08:30

If you want to hide a System View for certain set of users in the system, you can go to Settings->System Administration->Permissions and set the Permissions to ‘H’ for all users.

If you want to hide a System View for all users (for your deployment), you can go to Settings->Advanced Configuration->Tabs and disable the tab (move it from Enabled Tabs to Available Tabs.

How to Add Rep and Disti Users?2016-10-25T06:43:34-08:30
  • From the Home page, navigate to Create –> Users from the navigation menu.
  • Fill the fields with the valid information. Pick any company (apart from the parent company) from the company drop down.
  • In the Role field, pick the “Rep” role from the drop down to create a Rep User. Similarly pick “Distributor” role to create a Disti user.
How to Add Internal Users?2016-10-25T06:41:59-08:30
  • From the Home page, navigate to Create –> Users from the navigation menu.
  • Fill the fields with the valid information. Pick only the parent company from the company dropdown.
  • In the Role field, pick the any value Role from the dropdown to create an Internal User.
One of Our Sales Manager Left the Company. How do I Disable His Account and Assign all the Customers Under His Name to Another Sales Manager?2018-04-13T02:01:20-08:30
  • From the Home page, navigate to Settings icon in the top right. Select System Administration from the drop down. It will open up the Administration page.
  • Under Data Management section click the Data Reassignment link. It will open up a page with modules dropdown.
  • Pick Accounts from the Module dropdown. Then the page refresh with a Reassign dropdown.
  • Pick the Sales Manager from the dropdown (For whom the login need to disable).
  • Pick the Sales Manager from the dropdown (Who is the new Sales Manager for all the Accounts/Customers) and Click the Reassign button.
  • All the Accounts/Customers will be reassigned to the specified Sales Manager successfully.
  • Then Navigate to My Data->Users from the navigation menu.
  • Pick/Edit the user for whom the login needs to get disable.
  • In the Status field, pick the value Inactive from the dropdown. It will make the appropriate user Inactive/Disabled.
How to Enter a Chipset for a Chipset Manufacturer so that it Becomes Available in Opportunities Chipset Dropdown?2018-04-13T02:01:21-08:30
  • First identify an Account of Type Chipset Manufacturer. This is a System defined Type.
    FAQ-4
  • Enter a Opportunity for an Account of Type Chipset Manufacturer. Enter the Chipset Name field for this Opportunity
    FAQ-5
  • Now when you enter a Opportunity for an End Customer, pick the Chipset Manufacturer and the corresponding Chipset from that Chipset Manufacturer.
    FAQ-6

This is how you can link an Opportunity to a Chipset from another Chipset Manufacturer.

How to Reset all my Views after Opening too Many Tabs?2016-10-20T20:06:14-08:30
  • Click the Logo on the top left of the page to reset the current views. It will reset all the opened div containers and bring back your default view.
How to Minimize Tabs?2018-04-13T02:01:22-08:30
  • Each Div container in the page carries a Minimize and Close button at the top right of the div.
  • You can click the Minimize button to minimize the div container from the page. All the minimized containers are available under History menu.
  • You can click the close button to remove the div container from the page. It clears the div and the process is not reversible.
How to Open a Part After Editing an Opportunity?2018-04-13T02:01:24-08:30
  • From the Home page, navigate to My Data -> My Modules -> Opportunity in the navigation menu.
  • Edit an appropriate Opportunity. In the Edit page, under the part information section, you can click the “+” button to open an existing part, similarly you can click the “-” button to hide a part.
How to Add a Part in Opportunity?2016-10-20T20:03:18-08:30
  • From the Home page, navigate to My Data -> My Modules -> Opportunity in the navigation menu.
  • Edit an appropriate Opportunity. In the Edit page, under the part information section, you can add a new Part by doing a Wild card/specific search to select the appropriate Part.
  • A new part is added successfully to the Opportunity.
How to Change my Password?2016-10-20T20:00:59-08:30
  • From the Home page, navigate to Settings icon in the top right. Select My Profile from the drop down. It will take you to your profile details/edit page.
  • In the edit page, you can see a field called “Password”. Click the link which say “Click to Change” which is next to the password field.
  • It opens up a div, where you can enter your new password and it will update your password.
How to Logout?2018-04-13T02:01:26-08:30

From the Home page, navigate to the Logout icon at the top right of the page.

Summer015-29

How to Create a View?2018-04-13T02:01:27-08:30
  • After logging into NEHANET CRM application, you can see the NEHANET home page.
  • From the Home page, navigate to Settings icon in the top right. Select My Views & Reports, then Views from the drop down.
  • It will take you to the Views page where you can create a new views or manage the existing views.
  • Click the Create New Views button on the top left.
  • A div with a Modules drop down appears on the top, you can customize your own view and enter a name in the Save As text box to save your view.
  • The saved view will be visible in your home page under My Views section.
How to do a Search?2016-10-14T10:25:41-08:30
  • From the NEHANET home page, navigate to the magnifying glass icon and click the icon, it will open up a div.
  • You can enter your key word for search in the text field and click the search icon next to the input text field.
  • It will do a global search and provide the results.
  • You can simplify the search by selecting the appropriate modules from the drop down or Select Search All if you want to search across All Modules. Please note searching all modules will take more time than searching a Module. You could also search for an Account and pull the related Information instead of Searching All Modules.
How to Create a Report?2018-04-13T02:01:29-08:30
  • After logging into NEHANET CRM application, you can see the NEHANET home page.
  • From the Home page, navigate to Settings icon in the top right. Select My Views & Reports, then Reports from the drop down.
  • It will take you to the Reports page where you can create a new report or manage the existing reports.
  • Click the Create New Reports button on the top left.
  • A div with a Modules drop down appears on the top, you can customize your own report and enter a name in the Save As text box to save your report.
  • The saved report will be visible in your home page under My Reports section.
How to Share a Report?2016-10-17T09:14:35-08:30
  • After logging into NEHANET CRM application, you can see the NEHANET home page.
  • From the Home page, navigate to Settings icon in the top right. Select My Views & Reports, then Reports from the drop down.
  • You will see all your Reports listed, those created by you and those shared with you.
  • Look for the Report created by you which you like to share. Click on the cell for the Role you want to share this Report with. All users in the Role you shared with can now see and run this Report.
How to Share a View?2016-10-17T09:15:56-08:30
  • After logging into NEHANET CRM application, you can see the NEHANET home page.
  • From the Home page, navigate to Settings icon in the top right. Select My Views & Reports, then Views from the drop down.
  • You will see all your Views listed, those created by you and those shared with you.
  • Look for the view created by you which you like to share. Click on the cell for the Role you want to share this View. All users in the Role you shared with can now see and run this View.
How to Export to Excel?2016-10-20T19:55:40-08:30
  • When you run a Report/View, an Excel icon appears next to the Report/View name.
  • You can click that Excel icon and export the Report/View to Excel.
  • You can also export without running a Report/View but navigating to the Manage Views/ Manage Reports page.
  • All the Reports/Views listed in the page have an Excel icon next to the Report/View names. You click that icon and directly export to Excel without running it.