you can now look-up gmail threads from SE
enable the option from the Settings page – see attached/embedded screenshot below
on the customer view, click the envelope icon to look-up all email threads for the respective email address.
Knowledge Base
you can now look-up gmail threads from SE
enable the option from the Settings page – see attached/embedded screenshot below
on the customer view, click the envelope icon to look-up all email threads for the respective email address.
Return Authorizations are Credit Memos/CMs waiting to happen!
You can track them by entering a CM (or Negative Amt Invoice)
Leave the paid-date blank to indicate it is not finalized.
Enter the expected amount. You can always correct it once the finalized Commission report is submitted.
If the RA# (RMA#) will be referenced on the commission statement, you can use that # as the invoice # and update it with the correct invoice # once submitted to you.
Tagging the invoice record with an invoice numbering pattern, e.g.; RA500 will allow the RA to be quickly identified, e.g.; RA* – see search symbols for more…
Keep it simple – have your commission report scheduled and generated on a monthly basis BASED ON THE PaidDate (or Invoice Date)
consider using your web-browsers Zoom function to zoom-out.
Chrome:
https://support.google.com/chrome/answer/96810?hl=en
Based on your Task, you can always create different column sets using CUSTOMIZE THIS VIEW and switch between them with SAVED SEARCHES
NOTE: if you do not see your web-browser listed, simply Google the name of your web-browser followed with “zoom out”, e.g.; “safari zoom out”
this solution is not limited to the MfrPOs and can also be used with the following pages/columns:
Customer Tab – customer – customercode | Order Tab – mfrpo – customer – customercode | Invoice Tab – mfrpo – customercode – invnum |
note:
SE will automatically insert the vertical bars – more on search symbols
for
Bulk update your Market Call (Phone) icons…
– complete the following form to authorize a specific userId/rep from your team
– once enabled you can filter by a specific Market Call (phone) icon 1st and next use the “time-bomb” icon to select and assign the new color – see attached/embedded screenshot below
[jotform id=”80850721838158″]
If you would like to be notified when a rep…
– saves a report result as PDF or CSV/Excel
– uses Print option or ExportToExcel on the Customers, Orders and/or Invoices tab(s)
[jotform id=”80795429038163″]
Use the new status to tag your Task based notes “Completed”
Enable the “Complete” column from the Notes tab using Customize this view.
View the 40 sec how-to video here…
[arve url=”https://youtu.be/Q_LIWwm2TQ4″ /]
Invite your friends to join Showroom Exchange. Ask them to mention you/your company when signing-up.
[arve url=”https://youtu.be/aDNGF14Fc7M” /]