You can create salesperson records to track who in your organization is responsible for specific sales. You can assign a salesperson to each customer and/or customer location. When an invoice is entered for a customer that has a default salesperson assigned to it, that salesperson loads on the invoice but can be overridden. You can also specify a salesperson on miscellaneous invoices and unapplied payments.
Create a salesperson record- In the Navigation pane, highlight the Accounts Receivable > Setup > Salespersons folder.
- Click
. The New Salesperson window opens.
- Enter a unique Code for the salesperson.
- Enter the Full Name of the salesperson. When you tab out of this field, the components of the name are loaded in the Name section below. The Full Name field and the fields in the Name section are synced so that any change you make to one affects the other.
- In the Phone Numbers section, enter any phone numbers you want to store for the salesperson.
- In the Address section, enter the salesperson's address including city, state, and Zip Code.
- In the Email section, enter work and home email addresses for the salesperson. The email addresses become hyperlinks. To launch your email client with an email pre-addressed to the salesperson, press Ctrl+click.
- Save the new salesperson record.
When salesperson records are combined, attachments for the source salesperson(s) are added to the attachments for the target salesperson.
To combine two or more salespersons:
- In the Navigation pane, highlight the Accounts Receivable > Setup > Salespersons folder.
- Start the Combine wizard using one of the following methods:
- To use filters to select the source salesperson(s) to combine:
- Right-click the Salespersons folder and select Select and Combine from the shortcut menu.
- On the Selection tab, define any filters to apply to the data.
- To hand-select the source salespersons(s) to combine:
- In the HD view, select the source salesperson(s) to combine. You can use Ctrl and/or Shift to select multiple salespersons.
- Click
. - On the Combine tab in the Combine Into field, select the target salesperson.
- Click Next >>. ActivityHD prompts you to confirm that you want to combine the selected salespersons.
- Click Yes.
- When the process is complete, click Finish.
Salesperson Record ID
Salesperson tab
A prefix for the salesperson's name.
Example
Mr., Ms., Mrs., Dr.
If applicable, a suffix for the salesperson's name.
Examples
Jr., Sr., III
Custom tab
This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.
Fields subtab
This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.
References subtab
This tab is visible if other records reference the current record.
Example
Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.
Exchange Folder subtab
This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified Exchange folder.
File subtab
This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.
This tab renders the contents of the specified file according to its file type.
Internet Address subtab
This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified web page.
Network Folder subtab
This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified network folder.
Data Links tab
See "Data Links".
Invoices tab
The AR Invoices pane shows the AR Invoices HD view filtered to show all invoices which reference the selected salesperson.
Double-click a row in the pane to drill down to its record in the AR Invoice window.
Invoice Detail tab
The AR Invoice Detail pane shows the AR Invoice Detail HD view filtered to show all invoice detail lines for invoices that reference the selected salesperson.
Double-click a row in the pane to drill down to its record in the AR Invoice Detail window.
Notes tab
The Notes pane shows the Notes HD view filtered to show all notes for the selected salesperson.
Double-click a row in the pane to drill down to its record in the Note window.
Attachments tab
The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.
Other tab
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Salespersons security
Common accesses available on salespersons
Special accesses available on salespersons
| Access | A user with this access can... |
|---|---|
| Combine | Combine salesperson records. |
Report Email dialog
- Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
- Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
- Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
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