Features of CustomerHQ from ISC Software: Manage salesperson accounts

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 (Administration area page » Setup » Company » CustomerHQ &raquo CustomerHQ Company Setup).

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:

To add a new user, click the Add button on the action pane and complete the details on the Add New Salesperson account window; click OK to save changes:

Next we need to assign customers to the newly created salesperson. Do this by selecting them in the list and clicking the User Name column header to open the Assign New Customers window. Click the Add button on the action pane:

Select a criteria in the first drop down and supply the range, click Insert to add the restriction and click the Redisplay button on the action pane.

The customers matching the restrictions will be returned to the scrolling window. Click Mark All to select all of them:

When OK is clicked, the window will close returning the selected customers. Click OK to save the salesperson:

The Manage Salesperson Accounts window allows users to be disabled or deleted as well as the assigned customers to be amended.