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 [...]
Open an Approved Quote and Click + on the Printable Format. Click on Email Format. You can Print that to PDF using the Print icon or the Browser Print function depending on the NEHANET version deployed for your organization.
Open an Approved Quote and click on the Email icon at the top left of the Details page.