Representative Types

25 views April 17, 2017 jpajaro 0

Representatives types

This grid shows the representatives classification responsible for each customer account. In this module users can create, edit, and delete representative types:

representative typesRepresentatives Types Screen

Create a New Representative Type

  1. Right Click and select new.
  2. Type a name for the new representative type.
  3. When finished, click OK.

 

representatives-types-2New Representative Type

Edit a Representative Type

  1. Right click and select Edit.
  2. Type a new name for the representative type.
  3. When finished, click OK.

 

representative type editEdit screen