How-To

Important: Once an userId is deleted, so is the the history associated with it. Deleted userIds cannot be recovered. 

To delete a userId, please follow the steps below:

1. Hover over “Setup Categories” and choose “showroom users”

2. Click your Rep’s login userId that you would like to Delete

3. Scroll down and click on the red “delete” button. There will be a prompt to confirm, click “ok” to process the deletion.

The monthly billing reduction will be scheduled for your next invoice.

The quickest way to create a new user is to duplicate an exisiing one

Creating a new user will affect your monthly billing. Please refer to our pricing page prior to creating new users.
Showroom Exchange Pricing

To duplicate a current user, follow these steps. To create a new admin user, please email us at help@readytoview.com.

1. Hover over “Setup Categories” and click on “showroom users.”
2. Click on “copy user.”

3. Select the user you want to copy permissions from.

4. Fill in all required information signified by the red asterisk.
5. Verify all applicable permissions
6. Once completed, click the green “Save” button.

A notification will be sent to us and your billing will be adjusted for the next month.

The safest way to merge duplicate accounts is to use showroom exchange’s “identify dups” feature.

How do I do it?

1. From the customer view click on “idenfity dups.” If this feature is not available, please have your administrative user contact us to enable.

more restrictive match
Exact customer name
Left 6 character of Address1
Left 4 character of City
State

less restrictive match
Left 5 character Customer [with space, period and apostrophe not considered in the comparison]
Left 6 character of Address1
Left 4 character of City
State

2. Showroom exchange will list duplicate accounts in a new window.
3. Use “consider as dup” checkbox to select as many accounts that are duplicated and choose the main account to keep

4. “Click to proceed” to move onto the verification screen.

5. Select “click to proceed” and press the “OK”

If you have multiple customers that you would like to merge into one but are under different names follow the steps below:

Try the identify dups feature first. See if it can provide the desired list of customers you would like to merge. If identify dupes does not meet the expected result, please proceed with the next step.

*** Please note that the “Merge Current Selection” function will give you more control by allowing you to select the specific customers that you would like to merge regardless of name similarity or address proximity. ***

How do I do it?

From the customer view, search for the customers you want to merge. In this example, we searched “macy*”. This means that I want merge all Macy customers into one, regardless of address, contact info, etc.

1. Click on “Merge Current Selection” (note: this option only displays when a search is entered).

2. Select all the customers you want to merge and the one that you want to keep after the merge.

3. “click to proceed” to move onto the verification screen.

4. Select “click to proceed” and then press the “OK” button on the following pop-up.

Once these steps are taken the original files will be combined into one record in your database.