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 [...]
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.
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 [...]
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 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.