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.
When I create an Account, error is shown as ‘Duplicates are not allowed in the system’. What is this?
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.
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.
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 [...]
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’
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.
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.