Certain User-IDs Cannot View Specific Reps or Customers

Posted on by admin

1. Log into showroom exchange as an admin user
2. Hover over the Setup Categories tab and click on showroom users
3. Click on associate rep to ter/subter/state

Setup Categories > Showroom Users

4. Click on the dropdown menu and select the rep that is not showing up

Rep Assignments

5. Select applicable territories, sub-territories, and state OR check all. Here you are associating the respective territories, sub-territories and/or state value(s) to the specific rep

Reps Checked

6. Hit [save changes to current record] or [add new record] when completed

7. Repeat steps 5-6 for every rep listed in the drop-down with partial or no assignment

Reps Drop Down

8. Click “back to list screen”

9. Click the user-Id that is not able to see the rep

User Login

10. Scroll to the middle of the page and look for the rep section

11. Check all applicable reps for this user-Id to authorize access

Rep Check in User Login

 

12. Click “save changes to current record”

My Customer/Orders/Invoices Page is Really Slow

Posted on by admin

When accessing these pages for lookups, it is best to set the pagination to 10 records.

pagination

An example of when to use a pagination of 100 records per page (or greater) is when reviewing large numbers of record sets during a review process.

**If you set the pagination to a certain amount but the setting is not saved, hover over “setup categories” and click on “settings.” Under “Records Per Page / Pagination” make sure this number is set correctly as well. Click “Save My Options” when completed.

Set Pagination

Resetting Market Calls Just Got More Flexible

Posted on by admin

Previously, resetting market calls meant removing all market call phones icon back to the default light blue. Users with access to reset market calls now have the option to reset market calls for ALL or only those customers based on the filter (search criteria) applied.

E.g. you want to reset all market calls for California customers:

1. on the customer page, search for “CA” (using the state column filter)

2. click on “reset market calls” and select the options as shown in the “reset should be applied to?” section (see screen-shot:

Resetting Market Calls Just Got More Flexible

3. if you would like to save the notes you made in the mkt call column for that customer, select yes. If you want to delete those notes, select no

4. click proceed to finalize

 

From here, you can also transfer your market call notes into the notes section rather than delete them by resetting the market call labels.

Enable or Disable Bulk Emails

Posted on by admin

Admin users can now choose to enable or disable the bulk email and personalized bulk email features (buttons) for their regular users. This feature is useful and recommended to limit employee access to a sensitive function that should be utilized sparingly.
To enable or disable:
1.   Hover your mouse over “Setup Categories”
2.   Click on “Showroom users”
3.   Click to select a user-Id that you wish to modify.
4.   Scroll down and look for a checkbox labeled, “Allow Bulk Email.”
a.    If the box is checked, the user is allowed to use the bulk email and personalized bulk email functions.
b.    If the box is unchecked, the user is NOT allowed to use either function.
5.   Once changes have been made, click on “save changes to current record” button at the bottom of the page.

Enable or Disable Bulk Emails