Difference between revisions of "Client: User Code, Territory, and Source of Business Profile"
m (Mlively moved page User Code Profile to Client: User Code, Territory, and Source of Business Profile) |
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[[Category: Profiles]][[Category:Marketing]] | [[Category: Profiles]][[Category:Marketing]] | ||
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | ||
+ | <tr> | ||
+ | <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Client]] Newton User Guide: [[Newton User Guide#Client|Client]]</td> | ||
+ | </tr> | ||
+ | <tr> | ||
+ | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td> | ||
+ | </tr> | ||
+ | <tr> | ||
+ | <td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=User_Code_Profile&oldid=1406 Click Here]</td> | ||
+ | </tr> | ||
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | ||
<td>Related Pages</td> | <td>Related Pages</td> | ||
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<td> | <td> | ||
<ul> | <ul> | ||
− | |||
<li>[[Client Profile]]</li> | <li>[[Client Profile]]</li> | ||
+ | <li>[[Client Tab]]</li> | ||
<li>[[Report: Client Query Wizard]]</li> | <li>[[Report: Client Query Wizard]]</li> | ||
</ul> | </ul> | ||
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<td> | <td> | ||
<ul> | <ul> | ||
+ | <li>[[:Category:Marketing|Marketing]]</li> | ||
<li>[[:Category:Profiles|Profiles]]</li> | <li>[[:Category:Profiles|Profiles]]</li> | ||
− | |||
</ul> | </ul> | ||
</td> | </td> | ||
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</table> | </table> | ||
− | User codes can be saved to a [[Client Profile]]. They are visible on the Client | + | User codes can be saved to a [[Client Profile]]. They are visible on the [[Client Tab]], [[User Dashboard Tab]], and can be used as a filter for the [[Report: Client Query Wizard|Client Query Wizard]]. |
User Codes refer to five independent entry fields, each with their own list of available profiles: | User Codes refer to five independent entry fields, each with their own list of available profiles: | ||
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*Territory | *Territory | ||
− | |||
− | [[File: | + | == Before You Begin == |
− | === User Code Profile | + | Access to view the User Code Profile requires the current operator to have [[Security System|Security System: Profiles -> Client -> View]] access. |
− | Select '''Profiles -> Other -> User Codes'''. ''(Requires [[Security System | + | |
+ | [[File:Ic_info_black_24dp.png]] See: [[Security System]] for more information. | ||
+ | |||
+ | User Codes are assigned to a client on the [[Client Profile|Client Profile Details Tab]]. | ||
+ | |||
+ | [[File:Setup-client-usercodes.png]] | ||
+ | |||
+ | == Create a User Code == | ||
+ | Before creating a new user code, first verify a similar code does not already exist. Select '''Print List''' to preview a report of all existing user codes. The [[#Edit a User Code|name assigned to a user code can be modified]], without creating a new user code profile. | ||
+ | |||
+ | #From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Other''' -> '''User Codes'''. ''(Optionally select '''Edit Codes''' from within the [[Client Profile]].)'' | ||
+ | #Select the desired type of code; User Code 1, User Code 2, User Code 3, Territory, or Source of Business. | ||
+ | #Select '''Create New'''. | ||
+ | #Enter the desired two or three digit number. Capital letters and numbers are both available. (Examples: '''WI''', '''MC''', '''B01''') | ||
+ | #Enter the '''Description''' for the code. This name will appear in drop-down selection lists when entering data, or running reports. | ||
+ | #Select '''Save'''. (Requires [[Security System|Security System: Profiles -> Client -> Entry]] access.) | ||
+ | #Select '''Exit'''. | ||
+ | |||
+ | A User Code saved as type "User Code 1" will not display as an option for "User Code 2" or User Code 3". Each of the user codes are a unique list of profiles. | ||
+ | |||
+ | == Edit a User Code == | ||
+ | #From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Other''' -> '''User Codes'''. ''(Optionally select '''Edit Codes''' from within the [[Client Profile]].)'' | ||
+ | #Select the desired type of code; User Code 1, User Code 2, User Code 3, Territory, or Source of Business. | ||
+ | #Enter the desired code and press '''<TAB>'''. ''(Optionally use the navigation buttons to cycle through the existing codes.)'' | ||
+ | #Modify the '''Description'''. | ||
+ | #Select '''Save'''. (Requires [[Security System|Security System: Profiles -> Client -> Edit]] access.) | ||
+ | #Select '''Exit'''. | ||
+ | |||
+ | == Delete a User Code == | ||
+ | Deleting a user code should not be done if the code has ever been used on a client. The [[Report: Client Query Wizard|Client Query Wizard]] can produce a list of clients with a specific code. | ||
+ | #From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Other''' -> '''User Codes'''. ''(Optionally select '''Edit Codes''' from within the [[Client Profile]].)'' | ||
+ | #Select the desired type of code; User Code 1, User Code 2, User Code 3, Territory, or Source of Business. | ||
+ | #Enter the desired code and press '''<TAB>'''. ''(Optionally use the navigation buttons to cycle through the existing codes.)'' | ||
+ | #Select '''Delete'''. (Requires [[Security System|Security System: Profiles -> Client -> Global]] access.) | ||
+ | #Confirm '''Yes'''. | ||
+ | #Select '''Exit'''. | ||
− | [[ | + | == User Code, Territory, and Source of Business Profile Screen == |
+ | Select '''Setup -> Other -> User Codes'''. ''(Requires [[Security System]]: Profiles -> Client -> View)'' | ||
− | + | [[File:Setup-usercodes.png]] | |
− | + | ;User Code, Territory, and Source of Business Profile Toolbar | |
− | *''' | + | *'''First:''' - Skip to the first code. |
− | *''' | + | *'''Previous:''' - Skip to the previous code. |
− | *'''Delete''' - Delete | + | *'''Next:''' - Skip to the next code. |
− | *'''Exit''' - | + | *'''Last:''' - Skip to the last code. |
+ | *'''Create New:''' - Create a new code. | ||
+ | *'''Print List:''' - Print a list of code profiles. | ||
+ | *'''Delete:''' - Delete code profile. | ||
+ | *'''Wiki:''' - Wiki Help Documentation. | ||
+ | *'''Save:''' - Save the current profile item. (ALT + S) | ||
+ | *'''Exit:''' - Exit the profile windows. (ALT + X) |
Latest revision as of 21:15, 7 May 2018
Newton User Guide: Client |
Required Software Version: March 2017 |
Legacy Instructions Available: Click Here |
Related Pages |
Related Categories |
User codes can be saved to a Client Profile. They are visible on the Client Tab, User Dashboard Tab, and can be used as a filter for the Client Query Wizard.
User Codes refer to five independent entry fields, each with their own list of available profiles:
- User Code 1
- User Code 2
- User Code 3
- Source of Business
- Territory
Contents
Before You Begin
Access to view the User Code Profile requires the current operator to have Security System: Profiles -> Client -> View access.
See: Security System for more information.
User Codes are assigned to a client on the Client Profile Details Tab.
Create a User Code
Before creating a new user code, first verify a similar code does not already exist. Select Print List to preview a report of all existing user codes. The name assigned to a user code can be modified, without creating a new user code profile.
- From the Main Menu, select Setup -> Other -> User Codes. (Optionally select Edit Codes from within the Client Profile.)
- Select the desired type of code; User Code 1, User Code 2, User Code 3, Territory, or Source of Business.
- Select Create New.
- Enter the desired two or three digit number. Capital letters and numbers are both available. (Examples: WI, MC, B01)
- Enter the Description for the code. This name will appear in drop-down selection lists when entering data, or running reports.
- Select Save. (Requires Security System: Profiles -> Client -> Entry access.)
- Select Exit.
A User Code saved as type "User Code 1" will not display as an option for "User Code 2" or User Code 3". Each of the user codes are a unique list of profiles.
Edit a User Code
- From the Main Menu, select Setup -> Other -> User Codes. (Optionally select Edit Codes from within the Client Profile.)
- Select the desired type of code; User Code 1, User Code 2, User Code 3, Territory, or Source of Business.
- Enter the desired code and press <TAB>. (Optionally use the navigation buttons to cycle through the existing codes.)
- Modify the Description.
- Select Save. (Requires Security System: Profiles -> Client -> Edit access.)
- Select Exit.
Delete a User Code
Deleting a user code should not be done if the code has ever been used on a client. The Client Query Wizard can produce a list of clients with a specific code.
- From the Main Menu, select Setup -> Other -> User Codes. (Optionally select Edit Codes from within the Client Profile.)
- Select the desired type of code; User Code 1, User Code 2, User Code 3, Territory, or Source of Business.
- Enter the desired code and press <TAB>. (Optionally use the navigation buttons to cycle through the existing codes.)
- Select Delete. (Requires Security System: Profiles -> Client -> Global access.)
- Confirm Yes.
- Select Exit.
User Code, Territory, and Source of Business Profile Screen
Select Setup -> Other -> User Codes. (Requires Security System: Profiles -> Client -> View)
- User Code, Territory, and Source of Business Profile Toolbar
- First: - Skip to the first code.
- Previous: - Skip to the previous code.
- Next: - Skip to the next code.
- Last: - Skip to the last code.
- Create New: - Create a new code.
- Print List: - Print a list of code profiles.
- Delete: - Delete code profile.
- Wiki: - Wiki Help Documentation.
- Save: - Save the current profile item. (ALT + S)
- Exit: - Exit the profile windows. (ALT + X)