Difference between revisions of "11 Creating Representatives"
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Simon Clive (Talk | contribs) (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...") |
Simon Clive (Talk | contribs) |
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| + | '''Creating a Representative''' | ||
| − | + | 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. | |
| − | + | *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 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 | + | *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 | + | *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. | |
| − | + | ||
| − | Select the Employee you need to change to a New Rep. This will transfer all relevant details from the | + | |
| − | + | ||
| − | + | ||
| − | When you select the Employee you should make sure that the Address | + | |
| − | + | ||
| − | The Rate Info tab enables a Rate to be applied to a New Rep. This will enable a charge to be added to an | + | |
| − | + | ||
| − | + | ||
| − | 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. | + | |
Latest revision as of 11:54, 11 July 2011
Creating a Representative
Can you create a new Rep'?
All reps need to be firstly set up as anEmployee with all relevant information. This will copy over when a new Rep is created.
- In theMain Menu select Employee and then select the New Rep button.
- 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
- 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.
- 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.
