Representative 360

[To Customer Relationship Management

Usage

Use this window to get a 360 degree view of the selected representative. The Representative 360 includes assorted information related to the representative in detail.

The main purpose of this window is to facilitate users interested in a complete representative view. The data on tabs are filtered based on the user-allowed sites and CRM access.

On each tab, user can refine the displayed data further by deciding if a previously saved query should or should not be used as a start-up filter. A start-up filter is added by right-clicking on a tab row and selecting Properties. On the Properties/Startup Query tab, select the Enable Startup Query check box and select the appropriate saved query. If a saved query is used as a filter when the tab is populated, the query name is displayed in the windows title bar. The saved queries do not have any effect on the normal query function, but as soon as the form is re-populated the saved query will act as the default filter.

For the description of each tab in the window, follow the appropriate link: Customers, Customer Contacts, Business Leads, Business Activities, Business Opportunities, Marketing Campaigns, Sales Quotations.

Activity Diagrams

Manage Representative 360

Activities

Change Main Representative
Add Representative
Add from Representative Group
Add to Access Group