Sales Reps Manager
This contains the company's sales reps and is used to select and obtain information on customers and invoices in lists and statistics.
There is a sales rep file for each company that owns master files.
Any companies that use the master files of another company do not have this file in their directory. When this option is selected in a company that uses the master files of another company, the file maintenance of the owner company is accessed.
In addition to the general maintenance options, the following special features are also available:
ACCESS: You will be able to access records using the following fields:
- Sales rep code
- Tax ID
Send E-mail button. The mail program installed by default (Outlook, Thunderbird, etc.) is enabled with a new message that includes the sales rep's e-mail address. You can use this option to write a message and send it.
Go to Website button. If an Internet connection is enabled, the browser installed by default (Explorer, Firefox, etc.) will be enabled with the address of the sales rep's website.
Find Substring button. This process allows you to search for a sales rep according to name, address, city or town, e-mail address or website, selecting all customers with a specific substring in the search field. For example, if you search by address and enter the word 'Avenue' in the search string, then all addresses that contain this string will be displayed.
Sales Reps file detail.
General options of maintenance.