General

What is the process for the Forecast Rollover each month?

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.

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

How can one look at Quote Approval Audit Trail?

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.

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

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.

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

Why Account Information does not auto-populate on Design Registration form?

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 [...]

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

How do I go about adding a user to accounts not under his/her control in other areas?

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 [...]

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

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 [...]

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

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 [...]

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

How to Minimize Tabs?

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 [...]

How to Minimize Tabs?2018-04-13T02:01:22-08:30