This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an Account Summary post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – CustomerHQ – Account Summary video:
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
When a customer logs in, or a salesperson selects an account, the first element of the home page of CustomerHQ is part o the Account Summary which shows the name, primary address, credit limit and payment terms; clicking the View Account Summary button will open the account summary page:
Continue reading “Features of CustomerHQ from ISC Software: Account Summary”
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a manage salesperson accounts post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – CustomerHQ – Manage Salesperson Logons video:
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Salespeople in CustomerHQ are hooked to a Microsoft Dynamics GP Salesperson, but largely operate independently of the standard functionality. You need one Salesperson record, but it does not need to be assigned to any customers. This is because the CustomerHQ Salesperson functionality allows multiple customers to be assigned to the salesperson and multiple salespersons can have the same accounts assigned.
The typical use case for this is to assign each salesperson their accounts, and then assign all accounts to the sales manager.
The Manage Salesperson Accounts window is accessible to the users who have been set up as Salesperson Account Administrators in the CustomerHQ Setup window ().
The Manage Salesperson Accounts window is accessed from the Additional menu on the Salesperson Maintenance window or from the CustomerHQ menu in Administration.
Select the Salesperson Number to load a salesperson record. Existing users will be displayed in the list:
Continue reading “Features of CustomerHQ from ISC Software: Manage salesperson accounts”