FAQ

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

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

Can I create a Forecast report with only revenue values instead of Revenue & Quantity values2021-08-11T05:59:51-08:30

While creating the Forecast report, select only Revenue or Weighted Revenue check boxes instead of Revenue and Quantity fields

Table Buttons – Minimize and Close2021-08-05T20:55:54-08:30

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Table Buttons – Kanban2021-08-05T20:55:05-08:30

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Table Buttons – Graph2021-08-05T20:53:18-08:30

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Table Buttons – Row Group and Grand Total2021-08-05T20:50:38-08:30

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Table Buttons – Refine Search2021-08-05T20:49:53-08:30

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Table Buttons – Grid Edit2021-08-05T20:48:57-08:30

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Table Buttons – Column Visibility2021-08-05T20:48:08-08:30

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Table Buttons – Save to PDF2021-08-05T20:47:21-08:30

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Table Buttons – Export to XLSX2021-08-05T20:46:20-08:30

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Table Buttons – Export to CSV2021-08-05T20:45:31-08:30

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Table Buttons – Copy to Clip Board2021-08-05T20:44:42-08:30

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Table Buttons – Print Selected2021-08-05T20:43:46-08:30

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Table Buttons – Print All2021-08-05T20:43:04-08:30

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Understanding Grid tables (Modules, Views & Reports)2021-08-05T20:42:15-08:30

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Getting Started2021-08-05T20:35:08-08:30

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How do I take a Report Snapshot2021-08-03T23:27:55-08:30

1. Goto Settings -> My Data -> Report Snapshots
2. Select the Module as Forecast
3. Select any Forecast report and click on the camera icon
4. A snapshot is generated

How to see Reports using collapsible Tree Navigation2021-08-04T23:56:39-08:30

1. Goto the Tree Navigation and expand the Accounts module.
2. Expand ‘Tabular Reports’. This view shows all the reports created in that specific module.
3. Click on the report name for the report to open up.

How do I navigate to Accounts using collapsible Tree Navigation2021-08-03T23:00:41-08:30

1. Open Tree view of our Entire Navigation
2. Expand Accounts by clicking on the circle icon beside Accounts
3. Expand My Views
4. Click on the ‘System View’

What is Collapsible Tree view2021-08-03T21:28:54-08:30

Tree View is a hierarchical list that is used to navigate the entire system through a single page. It consists of expand/collapse buttons to expose or hide the items. Any number of items can be expanded at a time.

How can I delete Duplicate contacts in the system2021-08-01T23:08:20-08:30

Coming Soon…

How to inactivate an existing user2021-08-11T05:47:57-08:30

1. Go to the Users module and edit the User you want to make inactive
2. Make Status = Inactive. This record will move to Inactive records under System Administration
3. Once a User is inactivated, he cannot log in to the system

I am unable to add a User because it says the user is existing in the system2021-08-11T05:46:24-08:30

1. This happens if the User is already existing in the system.
2. Before creating a new User, always search for the User in the Users module.
3. Check in the deleted records and inactivated records
4. If a User has been inactivated, then restore the record and make Status = Active

How can I change the placement of the field in the edit / printable page2021-08-11T05:44:29-08:30

1. Goto Settings -> Advanced Configuration -> Layouts
2. Select the module -> Select the Layout Type – User Interface for Edit Page or Email for Print Format
3. You can enable/disable the field to be shown in the module. You can modify the section names and section orders
4. You can change the row number of any field. Display order tells you if the field is in left column or right column. This can also be changed

How can I make a field Mandatory or Non-mandatory2021-08-11T05:43:07-08:30

1. Goto Settings -> Advanced Configuration -> Fields -> Select the module
2. Click on the field you want to make mandatory / non-mandatory
3. Once the screen opens up you can modify the Mandatory value to TRUE (if you want field to be mandatory) or FALSE (if you want field to be Non-Mandatory)

How can I modify a picklist2021-08-09T23:45:03-08:30

1. Go to Settings -> Advanced Configuration -> Fields
2. Select Module name -> The existing fields in the module are shown
3. Scroll down and select the picklist field you want to change, click on the field name. The field details screen will open
4. Click on ‘Edit Pick List’ . You can add the picklist value in the given text box and click on ‘+’
5. Close the screen and save the field by clicking on the floppy icon

How can I add a new field to the System2021-08-09T23:43:29-08:30

1. Go to Settings -> Advanced Configuration -> Fields
2. Select Module name -> The existing fields in the module are shown
3. Scroll down to the end of the fields and click on the ‘+’ icon
4. You can add the custom Field Name in the Display, select the field type in HTML Widget, select Data Type,
5. Click on the floppy icon to Save the field.

How to see the revision history of a record2021-08-09T23:42:05-08:30

1. The revision history of the records is available under Audit Trail. In each module, if you go to the system view, under Actions see the icon similar to a book. The history of the record is given here.
2. You can also edit a record and go to the bottom of the record where you see the History section. It captures the history.
3. Note: Users in the ‘Sysadmin’ role can view the audit trail of the record.

When I create an Account, error is shown as ‘Duplicates are not allowed in the system’. What is this?2021-08-03T20:28:45-08:30

If you are trying to create an Account which is already existing in the database, this error is displayed. To avoid it, before creating an account, search for the Account in the Accounts module. If it is not available, then create a new Account. You cannot have two accounts with the same Company Name.

Why is ‘Created By’ is not showing up in the Forecasts system view2021-08-01T23:00:50-08:30

Coming Soon…

I am unable to log in to the system. Why?2021-08-03T09:04:29-08:30

1. Re-check whether your login credentials (username and password) are correct.
2. Check if your browser bookmark directs you to the correct login page.
3. Check if your browser does not block cookies.
4. If you are unable to log in, send us an email. We will reset your password.

How can I search for a Contact based on First Name and Company Name2021-08-04T23:49:48-08:30

1. Goto Contacts module and click on the Search option from the grid icons.
2. In the Search Box, select where condition as the First Name. Select ‘Starts With’ in the drop-down and Type an Alphabet in the text box -> As an Example First Name – Starts with- J
3. Add another where condition with Company Name. Select Company Name from the list provided in the ‘Choose From’ box.
4. Click on Search
5. All the Contacts starting with ‘J’ with the given Company Name are displayed

What is the difference between Search / Local Search / Global Search2021-08-03T23:55:40-08:30

1. Search: This option is used to search for the data in a respective module. The Search icon is available in the grid icon of the system view. This is a module-level search.

2. Local Search: This option is used to refine the data from the records available in the system view.

3. Global Search: The Search Option available to the right-side top corner is called Global Search. You can search for records across the entire system using this option.

What is Global Search2021-08-03T23:34:23-08:30

The Search Option available to the right-side top corner is called Global Search. You can search for records across the entire system using this option.

How can I find all the associated records for a Customer across all the modules2021-08-04T23:40:08-08:30

1. Search for the Customer name in the global search.
2. Select ‘Search All’ in the filter Search In
3. Click on Search. A pop-up is displayed asking to confirm. Select ‘Yes’
4. The records relevant to that specific Customer across all modules are displayed.

I am unable to add Part when I create a Quote from a Design Registration2021-08-09T23:13:30-08:30

1. Select the ‘Item Reg Status’ to Approved
2. Now, create a Quote from the related information drop-down of Design Registration and add the parts.
3. If you have multiple parts in a DR, only the parts with ‘Item Reg Status’ as Approved will show up in the Quotes

How do I hide some columns in the system view2021-08-03T22:19:01-08:30

1. In the System view, click on the Column Visibility icon in the grid view. A list with the column names is displayed.
2. Click on the column names you want to hide. Click anywhere on the page. The column is hidden.
3. Follow the same process to show the hidden columns.

How do I merge an Account with another Account2021-08-09T23:02:58-08:30

1. Merge functionality is used to merge the details of an Account with another Account so that we do not duplicate the Accounts
2. In the system view of the Accounts module, click on the ‘merge with’ icon next to the old Account
3. The page will refresh asking to select the Account you want to ‘Merge with’. Select the new Account to which you want to transfer the details.
4. New page will open showing the conflict & matching fields between the two Accounts, existing records of the old Account.
5. Click on the Arrow mark to merge the data of the old Account to the new Account. Repeat it for all the fields wherever you want to merge the data.
6. Click on the record number to reassign the old Account records to the new Account.
7. Once you transfer the data and reassign the records, inactivate the old Account.

How are Total POS Quantity and Total Claimed Quantity calculated in Debit module2021-08-11T06:12:36-08:30

1. In a Debit, ‘Total POS Quantity’ is updated whenever a POS is uploaded and is with Validation Status – ‘Validated or Validated – Manual Override or Validated – Legacy’.
2. In a Debit, ‘Total Claimed Quantity’ is updated whenever a Debit claim is uploaded; with Approval Status as ‘Approved or Paid’ and with Validation Status – ‘Validated or Validated – Manual Override or Validated – Legacy’.

How are Total POS Quantity calculated in Design Registration module2021-08-11T06:09:45-08:30

In a DR, ‘Total POS Quantity’ is updated whenever a POS is uploaded and is with Validation Status – ‘Validated or Validated – Manual Override or Validated – Legacy’

How to save a record manually?2021-08-03T21:02:18-08:30

Create a record, fill in all the mandatory fields and click on Save (Floppy Icon) button available next to the user name.
Note: The manual save feature is to be enabled in the application.

How do I approve a Validation manually?2021-08-09T23:07:05-08:30

To manually approve a failed Validation, edit the record, go to the Validation section and click on ‘Thumbs Up’ icon. It manually approves a Validation

What are the Validation rules?2021-08-09T23:04:53-08:30

Coming Soon…

How can I export only some rows of data to Excel2021-08-11T05:53:32-08:30

1. Run the report. Using the local search option, which is on the right side of the report
2. Filter the data on Customer Name or Region or Sales Stage etc.
3. Now click on export data to excel
4. Only the filtered data is exported to excel

How can I create Charts in the system2021-08-11T05:51:46-08:30

1. Run the report for which you want to plot a graphical chart
2. In the grid icons, select the Charts option. Click on the ‘+’ icon to add a chart
3. Select the chart type you want to plot like Donut Pie / Funnel chart etc..
4. Select the keys you want to plot on X-axis & Y-axis. Select the number of records you want in the graph and give the name in the text box. Click on the floppy icon to save the chart
5. Click on the graphical icon next to the chart name to show the chart

What is the difference between Custom View and System View2021-08-04T23:59:23-08:30

Custom View: It is a view a User creates by himself in the application. It can be found under My Views on the home page. The columns can be changed according to the User’s choice. These can be shared/unshared with other Users.

System View: It is a standard view generated in the application. When you open any module, this view is shown. The columns are standard and cannot modify them. All the Users see the same view.

How do I print the desired rows of data?2021-08-03T22:07:50-08:30

In the System view, click on the data to highlight the rows that you want to take a print. Then, click on Print desired rows in the grid view (second icon from left). A new window will open up with print options.

How to Turn off User’s Search history showing up while trying to type in fields2021-08-01T23:14:30-08:30

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 colors2021-08-01T23:15:21-08:30

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?2021-09-16T08:01:30-08:30
Browser Versions2021-08-01T23:16:28-08:30

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

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 Interface2021-08-01T23:16:45-08:30

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?2021-08-01T23:17:49-08:30

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?2021-09-16T08:35:46-08:30

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. 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?2021-09-16T08:46:06-08:30

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 c