Simon Clive at 00:54, 11 July 2011

2011-07-11T00:54:38Z

Simon Clive: Created page with " Creating a Representative Can you create a new Rep'? All reps need to be firstly added as an employee. Set up an employee with all relevant information. This will copy over w..."

2011-06-27T03:42:52Z

Created page with " Creating a Representative Can you create a new Rep'? All reps need to be firstly added as an employee. Set up an employee with all relevant information. This will copy over w..."

New page

Creating a Representative

Can you create a new Rep'?

All reps need to be firstly added as an employee. Set up an employee with all relevant information. This will
copy over when a new Rep is created.

In the Main menu select Employee and then select the New Rep button.

At the top of the page under Representative you will find a drop down arrow, click on this to see all
Employees.

Select the Employee you need to change to a New Rep. This will transfer all relevant details from the employee
card.

When you select the Employee you should make sure that the Address and details are correct.

The Rate Info tab enables a Rate to be applied to a New Rep. This will enable a charge to be added to an
Appointment should the need arise.

All Appointments that have been created for a Rep will be displayed in the History Tab.

Once the Rep has been created and all is correct, click the Save Button to save all details.

@@ Line 1: / Line 1: @@
-Creating a Representative
+Can you create a new Rep'?
-Can you create a new Rep'?
+'''All''' reps need to be firstly set up as an'''Employee''' with all relevant information. This will copy over when a new '''Rep''' is created.
-All reps need to be firstly added as an employee. Set up an employee with all relevant information. This will
+*In the'''Main Menu '''select '''Employee''' and then select the '''New Rep''' button.
-	copy over when a new Rep is created.
+*At the top of the page under '''Representative''' you will find a '''Drop Down Menu''' click on this to see all '''Employees'''.
+*Select the '''Employee '''you need to change to a '''New Rep'''. This will transfer all relevant details from the '''Employee Card'''<br>
-In the Main menu select Employee and then select the New Rep button.
+*When you select the '''Employee''' you should make sure that all of the '''Address Info''' details are correct.
+*The '''Rate Info''' tab enables a Rate to be applied to a New Rep. This will enable a charge to be added to an '''Appointment''' should the need arise.
-At the top of the page under Representative you will find a drop down arrow, click on this to see all
+*All '''Appointments''' that have been created for a Rep will be displayed in the '''History Tab.'''
-	Employees.
+*Once the '''Rep''' has been created and all is correct, click the '''Save''' Button to save all details.
-−
-Select the Employee you need to change to a New Rep. This will transfer all relevant details from the employee
-	card.
-−
-When you select the Employee you should make sure that the Address and details are correct.
-−
 The Rate Info tab enables a Rate to be applied to a New Rep. This will enable a charge to be added to an
-	Appointment should the need arise.
-−
 All Appointments that have been created for a Rep will be displayed in the History Tab.
-−
 Once the Rep has been created and all is correct, click the Save Button to save all details.

11 Creating Representatives - Revision history

Simon Clive at 00:54, 11 July 2011

Simon Clive: Created page with " Creating a Representative Can you create a new Rep'? All reps need to be firstly added as an employee. Set up an employee with all relevant information. This will copy over w..."