Support

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

How do I generate PDF format of the Quote?

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.

How do I generate PDF format of the Quote?2018-04-13T02:01:17-08:30