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? Click on Settings->System Administration->Task Scheduler->Email Log.
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?
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.
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 [...]
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 [...]
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?
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 [...]
How to Enter a Chipset for a Chipset Manufacturer so that it Becomes Available in Opportunities Chipset Dropdown?
First identify an Account of Type Chipset Manufacturer. This is a System defined Type. Enter a Opportunity for an Account of Type Chipset Manufacturer. Enter the Chipset Name field for this Opportunity Now when you enter a Opportunity for an End Customer, pick the Chipset Manufacturer and the corresponding Chipset from that Chipset Manufacturer. This [...]
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.
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 [...]