This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a manage customer accounts post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – SalesHQ – Manage customer accounts video:
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Logons for customers to SalesHQ are done per person at the customer. The maintenance window is accessible to the users who have been set up as Customer Account Administrators in the SalesHQ Setup window (Administration area page » Setup » Company » SalesHQ » SalesHQ Company Setup).
The Manage Customer Accounts window is accessible from the Additional menu on the Customer Maintenance window or from the SalesHQ menu in Administration.
Select the Customer Number to load a customer record. Existing users will be displayed in the list:
Continue reading “Features of SalesHQ from ISC Software: Manage customer accounts”
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a change images post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – SalesHQ – Change images video:
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
There are three images used by SalesHQ and all of which can be customised The three images are:
To add or replace the existing images, open the SalesHQ Setup window (Administration area page » Setup » Company » SalesHQ » SalesHQ Company Setup) and click Go To and then Setup Images.
The Image Type dropdown allows you to select the three images available. As an example, I have selected the Company Logo.
Use the ellipsis button next to the New Image File field to select a new file and then click Upload:
After uploading an image, it may take a few minutes for the website cache to refresh, but the logo will then appear.