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 [...]
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 [...]
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 [...]
To clear the Browser Cache, depending on the browser you use, please click one of the links below: Chrome - https://support.google.com/accounts/answer/32050?hl=en Firefox - https://support.mozilla.org/en-US/kb/how-clear-firefox-cache Edge - https://support.microsoft.com/en-us/help/10607/microsoft-edge-view-delete-browser-history Internet Explorer 11 - https://support.microsoft.com/en-us/help/17438/windows-internet-explorer-view-delete-browsing-history Safari - http://www.macworld.co.uk/how-to/mac-software/how-clear-safari-cache-3496193/
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 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).