If you decide to use Quick Add, here's how:

Go to the Sales menu, click or tap:​ 

When the Quick Add form opens, fill in the information.

When done, click or tap "OK"

i  Notice there are some fields with an * in front of the name.  These fields are required.

​i When you enter the Customer Name, the Account Number and Sales Rep (if assigned in the system) will automatically populate.

!  Here are a few tips:
​
​*Required fields - Manufacturer and Customer Name - type a few characters of the name into the field. 

• if the name is in the system, the name will auto-complete
  
• if there is more than one name in the system containing the letters, a list of names opens - select the correct name from the list

!  New Payment

If you are entering new invoices to a new commission payment, for the first invoice, you should click or tap "select -> Create New Payment".  Fill in the form. (screenshot B)  Click or tap "OK" when done.  

When you enter more invoices for the same payment, enter the information, then click or tap "select -> Show Options". (screenshot C)  This shows a list of the most recent payments.  Click or tap the correct payment number.

If you are entering new invoices to an existing payment from a previous month or year, you should click or tap "select -> See All".  (screenshot D)  Click or tap the correct payment number.

 Screenshot A - Payment (select)                                       Screenshot B - Create New Payment

Here's how:

1. Login to MRSweb
2. Go to "Sales -> Import"
3. Follow the Sale Import steps to Import a Commission report
4. After you've clicked on "Match Data", Step 11, in the import process, you have the opportunity to add your commission payment

Adding a Commission Payment:

1. In the first column, click or tap in the circle to the left of the word "Manufacturer Id".  This selects all of the rows.
​

2. In the Sidebar, click or tap "Batch Edit".  This opens the Batch Edit form.
3. Scroll down to "Commission Payment Id"
4. Click or tap the circle within the oval to toggle the button on (it will turn blue)
5. Click or tap "Create New".  This opens the New Payments form.
​

​6.  Add the payment information:

• Type part of the Manufacturer's name (let autofill complete it)
• Add a Reference Number (can be the date entered or the check number)
• Add the Issue Date (again can be the date entered or the date on the check or the date the check was deposited)
• Add the Check Amount
• Enter a Memo (e.g. Name of Manufacturer, the Month & Year the commission is paid)

7. Click or tap "Save"
​

8. Click or tap "Update Selection"
​

9. When the pop up asks "Update?", click or tap "OK"

This process updates the Sales Import page, adding the Commission Payment Id to the Import.
​

When you're finished matching the data and/or completed any updates and the file looks correct,
10. Click or tap "Update Records".  This will import the data into MRSware.​

A notification will pop up from the bottom, stating "Records Updated".

The Sales Import folder will now be empty and the table area will show "No records found". 
​

Go to "Payment Line Items"
Filter on the Manufacturer column to select the manufacturer's name of the payment made
​Filter on the Payment Ref. No. column, using the Text Filter to enter the reference number you entered during the import.  
* The filters selected are shown (in blue) above the table

All payments from the commission report imported will be shown in the table.

Note in the Sidebar, the 3 Pre-filtered views:

• Payment Line Items (table shown in the screenshot below)
• Partially Paid Line Items (any invoices partially paid will appear in this view)
• short View (a "less-wide-View" to fit better on the smaller dialog screen)

​

To enter orders using Sales Import, follow the instructions found in this post:

MRSweb Sales Imports - Orders, Invoices, Payments

Here's how to manually enter orders in MRSweb:
​

2. Click or tap the Plus button (lower right corner) to open a New Orders form.
​

3. Enter the order in the form

i  When an asterisk appears to the left of the field name (e.g. * Order Number) it means the field is required and has to be filled.  If you have other information and want to enter it into the form you may do so. 

4. When done entering, click or tap "Save" to continue.
​

When you click or tap "Save" the Review Order form opens, which allows you to enter line items.
​
​5. Click or tap "+ New Order Line Item"
​

​6b. Click or tap the Product to select it from the list
​

9. After reviewing the order, click or tap "Close"
​

In this example you just received an email from one of your manufacturers with your weekly order acknowledgement report attached and you want to enter the orders in MRSware.  
​
! You will use the same process for all file imports:

• Sales reports
  • Orders
  • Shipping
  • Invoice
• Commission Payment reports
• Contacts
  • leads from a tradeshow
  • conference/seminar attendees
  • targeted lists for a manufacturer's marketing campaign

Here's how to import a file using MRSweb's Sales Import function:

1. Login to MRSweb.

Before you begin the import, take a look at the Sidebar, on the Sales Import page.  ​​

The next step is the mapping process.  During this step you will match the column headers from the manufacturer's file to the field names in MRSware*.

​i  It is not necessary to match all the column headers to all the fields in MRSweb.  The required fields are:

• For All Reports
  • Customer Name
  • Manufacturer Name
• For Order Reports
  • Order Number
  • Order Date
  • Item Number
  • Unit Price
  • Quantity
  • Sales Amount 
• For Invoice/Payment Reports
  • Invoice Number
  • Invoice Date
  • Sales Amount
  • Commission Amount​ ​

Manufacturer's spreadsheets will have a variety of column header names in their spreadsheets.  They may or may not be an exact match for the field names in MRSweb.  
​ 
*  ! To shorten the mapping process, you can copy and paste, into the manufacturer's file, a revised row of column headers using the exact field names in MRSweb.
​
Here's how to create the revised column headers, copy, and paste the revised column headers into the manufacturer's file before import:
Create:
A. Copy the column header row to a new spreadsheet. (see below, "Original", highlighted in green)
B. In a second row, underneath the original row of column headers, add the new (revised) column header names. (see below, "Revised", highlighted in yellow)
C. Save the spreadsheet, naming it something like "Revised Import Column Headers"
Copy:
D. "Copy" the revised header row you created
Paste:
E. Open the original file, "paste" the revised header row over the original header row.
F. Save the file (making note that it is a revised version of the manufacturer's file).

All of the column headers from the manufacturer's file will now match the field names in MRSweb exactly, saving you time during the import process.​

Select:
G. When selecting your file (Step 4, above) make sure you choose the revised version of the spreadsheet.
​

i If you choose to use a revised column header, steps 6 - 8 are not necessary.  

But do double-check to make sure that all the fields are correctly matched.  The first row of the selected file will show directly below the column header name.

Then proceed directly to step 9.

Once the file upload has completed, you will see the columns and rows displayed in the Sales Import table.  

i  The "Id" column header's display data that is found in MRSweb.  The column headers without "Id" in their name is the data from the manufacturer's file you uploaded. 

This is the time to double check the import to make sure all the data from your spreadsheet was uploaded correctly. 

​You can check:

• the number of items (rows) that have been imported by looking at the notice on the page (in the screenshot below, it shows "This is a list of sales import. Showing 8 items."  In other words, there are 8 rows with individual line items from the file that were uploaded.
• the Sales and/or the Commission Amount columns to see if the total dollar amounts match the original file.​
• the Quantity, Item Number, Item Description, etc. to make sure all of the data has filled in correctly.​

​​! Sometimes data is missing from your spreadsheet, e.g. Invoice numbers, Invoice dates, or Discounts.  When this happens you have the choice of adding the data pre-import (in the spreadsheet) or post-import (in MRSweb).  Often times it's faster and easier to let MRSweb add the data for you (post-import).

If you choose to add data post-import, now is the time to fill in any missing data from your spreadsheet.
​

​10. If you want to add data post-import, click or tap "Fill Data".  

10a.  When you're done, click or tap "Ok".

Here are your options:

• Manufacturer -click or tap "(select)" to enter the Manufacturer's name.
• Batch Number - the importer automatically enters a new Batch Number.  You may change the batch number to something you prefer, e.g. your file name.
• Create Invoice Numbers - Use if the file you are importing does not contain invoice numbers.  
• Set Invoice Date - Use if the file you are importing does not contain invoice dates.
• Calculate Unit Price - Use if the file you are importing contains line item detail but does not include the Unit Price.
• Calculate Discount - Use if the file you are importing does not include discounts that the manufacturer takes before paying commission.
• Apply Commission % - Use if the file you are importing does not contain commissions.  
• Calculate Commission $ - Use if the file you are importing does not contain commission dollar amounts.  

!  The last two options are automatically selected.

• Apply to empty rows only - will enter the missing information in the rows that your file does not currently contain.
• Fix zip codes - will correct zip codes that begin with "0".

11.  ​When all of the data, from the file looks complete, click or tap "Match Data".  This will look for existing records in MRSware for matches and fill in the data Id's.

i  You can click or tap "Match Data" multiple times.

A notification pops up letting you know the number of 
- Existing Orders
- New Orders
- Existing Invoices
- New Invoices
​- Warnings
that were uploaded in the import process to this point.  ​

! At this point you have the opportunity to fill in any missing information in the "Id" columns (e.g. Manufacturer's name, Payment amount) or move items to the Preprocessed folder for import at a later date.  

The example below fills in the file Batch Number (to easily identify the file) and the Manufacturer's Id Name.  You can also add the Commission Payment Id at this time, if you are importing a commission report.

12. To fill in missing information, click or tap the circle next to the column header "Manufacturer Id".  This will select all the rows.  

13. Click or tap "Batch Edit" in the Sidebar.

​14. Scroll down to "Manufacturer Id", toggle the button to select it. (the button is selected when showing blue and the white circle is to the right)

15. Start to type in the manufacturer's name.  
15a. If the name is already in the system, the name will autocomplete.  Click or tap the name to select it.
15b. If the name is not in the system, click or tap "Create New".  A new Company form will open.  Complete the form, click or tap "Save".

16. When done, click or tap "Update Selection". 
​

​17.  When you're finished matching the data and/or completed any updates or moves to the Preprocessed folder, click or tap "Update Records".
​
A pop-up asks if you're sure you want to complete the import process.  

​17a. Click or tap "OK".

​​This will import the data into MRSware.​

A notification will pop up from the bottom, stating "Records Updated".

The Sales Import folder will now be empty and the table area will show "No records found". 

Look in the Preprocessed folder for the items you moved for completion at a later date.

Look in the Imported folder for the orders you've just imported.​

To see the orders or invoices just imported, go to "Sales -> Order Line Item" or "Sales -> Invoice Line Item".

On the Order Line Item page, take a look at the Sidebar.

​There are 3 pre-filtered views on the Order Line Item page:

• Order Line Item - contains all orders in the system
• Open Order Line Item - contains only orders that are not invoiced
• Cancelled Order Line Item - contains only orders that have been cancelled

To view the orders just imported, click on either the Order Line Item folder or the Open Order Line Item folder.

Scroll to the far right of the table until you see the column header "Batch Number".- 

The orders from your import will display in the table.

Note the filter title "A filter has been applied Batch Number equals "T&G Order Report 2.7.22" under the page menu bar and the filter symbol in the column header indicating that the Batch Number column has been filtered.

​Follow the same steps to import the next report received from your manufacturer.
​

After uploading the file to MRSweb, mapping the fields from the file to MRSweb's fields, and matching the data, you notice, as an example, that a couple of the line items have an error in the number of units sold for these orders.  

You decide to fix the two line items' quantities and re-run the import.

Here's how:

1. Click or tap anywhere in row 1 to open the Review Sales Import form.
  a - Click or tap "Edit"
​

2. Correct the amounts in the fields;
  a - "Quantity"
  b - "Sales Amount"
  c - "Commission Amount"

​3. Click or tap "Save"
​

​Repeat steps 1 - 3 for the error in row 6.

Move the two line items to the Sales Import folder to re-run.

4. Multi-select the line items
 a - Click or tap the circle to the left of the Manufacturer's Name, which selects all the items in the table

5. Select "Batch Edit"

6.  Scroll down in the Batch Edit form, until you see "Preprocessed"
  a - Click or tap the button to select "Preprocessed"
​  b - Click or tap the arrows and select "No"
  c - Click or tap the button to select "Imported" 
  d - Click or tap the arrows and select "No"
​  e - Click or tap "Update Selection"
  f - Click or tap "Ok" when the "Update?" notification pops up
​

Notice the 2 line items are no longer in the Imported folder.
​
They have moved back to the Sales Import folder. 

​​When you're ready, you can re-run the line items to complete the import.  
​

You've taken the first steps in the import process already, by selecting a file to be uploaded to MRSweb and mapping the fields from the file to MRSweb's fields.  Once the fields are matched you notice, as an example, that the commission rates / amounts don't match what you had anticipated for these orders.

You want to look into it before you complete the import process, so you're going to save all the Sales Import items and complete the import at another time.

Here's how:

1. Multi-select the sales import items to save
  a - Click or tap the circle to the left of the Manufacturer's Name, which selects all the items in the table

2. Select "Batch Edit"

3. Scroll down in the Batch Edit form, until you see "Preprocessed"
  a - Click or tap the button to select "Preprocessed" as the field you are changing on the selected records.
​  b - Click or tap the arrows and select "Yes".
​  c - Click or tap "Update Selection".
  d - Click or tap "Ok".
​

Notice there are no records in the Sales Import folder.

The import items have moved to the Preprocessed folder.

When you're ready, you can return to the Preprocessed folder and move these import items back to the Sales Import folder to complete the import.  You move them back in the same way -- once again edit the Preprocessed field on multiple records, and this time mark them "No".
​

​3. In the Disable Date field, click in the checkbox with the date to the right of it. (screenshot below, to the left)

When you click the checkbox, the checkmark will disappear.

4. In the Users field, scroll to find the sales rep's name.

Click the checkbox next to the sales rep's name. (screenshot below, to the right)

5. Click "Save".

In the screenshot below, the Commission Rules table a variety of default commission rules, to be applied during import.

In this table we see Heavenmade Safety Co and the commission rules that apply:

• Standard commission rate is 5.00%

But, if it's a safety product:

• Safety Products, standard commission rate is 4.00%

But, if it's a safety product purchased by Alpine Paper - Walterville, standard commission rate is 4.50%

If you look through the table you will see all kinds of exceptions to the standard commission rate based on a variety of variables.

Sort
​
Sorting data makes it easier to see and review the data displayed.  

Here's how to sort in a table: 
​​

​The screenshot seen below is sorted by Sales Rep (Ascending) so that the listing displays sales rep names alphabetically A to Z.​

Note the up arrow in the Sales Rep column header.

​Filter

​Filtering data separates out the unwanted information, hiding the information that doesn't meet your filter criteria.

Here's how to filter in a table:
​

Option 3:

1.  Tap or click the 3 dots on the far right of the Menu bar.

A slidebar opens with menu options.
​

​In the screenshot below, the table is now filtered by the Sales Rep Type "Territory" so that the listing displays only the Territories that have been set up.

Note the filter explanation above the table and the notification pop-up at the bottom center of the screen.

Here's how to edit a current sales rep:

i - As in the MRSware desktop client there is more than 1 way to edit a sales rep
​​
​​Desktop options
​

Mobile options:
​
Option 1:

1 - Tap "Contacts - Sales Reps" on the Menu list or "Sales Reps" in the Tab bar (screenshot below left)

​2 - Tap a current sales rep

3 - The Review Sales Rep form opens

4 - Tap the pencil icon (Edit) in the bottom right of the page (see the screenshot below middle)

5 - Change or add information to the form (we changed the Split Rate in the screenshot example below right)

6 - Tap the checkmark (Save) at the top right ​(see the screenshot below right)

​Here's how to add a new sales rep or territory:

i - As in the MRSware desktop client there is more than 1 way to add a new sales rep or territory
​
​​Desktop options

Mobile Options:
​

First enter the order in Invoice Entry:

​1 - Go to Invoice Entry

2 - On the Menu bar, click on "New"

3 - In the Add invoice dialog:
 - enter the Manufacturer's name in the Principal field
 - enter the Customer name in the Customer field

 The Account number, the Sales Rep, and the Sold To and Ship To information will automatically populate, if the customer is already in the system.

4 - Enter the Customer Purchase Order number in the PO # field and the date

5 - Enter a temporary Invoice number in the Invoice # field and the date (In our example we used the Customer's PO # with "Pending" preceding it.  This makes it easier to spot an order the Invoice entry field) 

6 - Uncheck the "Skip Line items" box

7 - Enter the Line items

​8 - Click "Save and Close"

When the Order Acknowledgement (confirmation) is received, you will enter the Manufacturer's Order Acknowledgement (confirmation) number in the Order # field. 

1 - Go to Invoice Entry

2 - Click on the Purchase Order 

3 - Enter the Manufacturer's Order Acknowledgement number in the Order # field 

4 - Enter the Order # date

5 - Click "Save and Close"​

There was a partial shipment - 2 line items shipped and 2 line items didn't ship.  You will enter the actual Invoice number in the Invoice # field.

1 - Go to Invoice Entry

2 - Click on the Order

3 - Enter the Manufacturer's Invoice number in the Invoice # field

4 - Enter the Invoice date

** You may want to add a note in the Notes field indicating that this invoice is a partial shipment.

5 - Click "Save and Close"
​

There was another partial shipment, which made the order complete.​  You will enter the actual Invoice number in the Invoice # field.

1 - Go to Invoice Entry

2 - Click on the Order

3 - Enter the Manufacturer's Invoice number in the Invoice # field

4 - Enter the Invoice date

** You may want to add a note in the Notes field indicating that this invoice is a partial shipment and again may want to add that all items from the original order have now been shipped.

5 - Click "Save and Close"

1. In the Shortcuts panel, click on "Customers"

2. On the Menu bar, click on "Customers" and select "Account view"

3. In the Customer Listing, multi-select the Company with the duplicate Account numbers

4. Right-click and select "Bulk" → "Remove Duplicate Account Numbers"

5. In the Duplicate Customer Account Removal Form, select the first line and choose either "Keep" or "Merge". 

6. Repeat the action with the second line, choosing the alternative, "Keep" or "Merge", to the first line.

You will see the colored flag at the beginning of each line indicating which selection was made.  Keep is the Account Number that you wish to use going forward; while any selected as Merge will be removed from the system.  All Orders, Invoices, etc. in the system that are currently marked with the Merge Account Number will be updated to show the Keep Account Number...  I.e.  you have just updated all related information in the system for the Account Number that you do not want, and reassigned those items to the one that you want to use going forward.

7.  When you are satisfied with your choices, click "Ok".

When disaster strikes, your Disaster Plan kicks in.  Depending on the type of disaster, you may have to add or change your employee's responsibilities.  If you are adding duties for one person you will want to give them permission to access other areas in MRSware.  If you are eliminating an employee you will definitely want to disable their permissions so they cannot access your data.


MRSware has extensive permissions which you can change whenever needed.  To access permissions:

1. On the menu bar, click on "Go To -> System Administration"

Here's a great post* on MRSware's many different types of permissions and how to adjust them.


* This post is available only to System Administrators.

Each of these areas have drop down menus that you can add to, edit, or delete from. ​

​! Be careful when deleting  as the deletion may affect more than a single opportunity.

! ​After you come up with the terms you want to use, we recommend one person - usually your System Administrator - make the additions or edits in your system.

To access the areas for you to "manage" (customize), use Go To on the main menu bar.  
​

When you want to add a new, edit or delete a current Sales Opportunity Type or Sales Opportunity Phase, you follow the same steps as shown above. 

​You may have noticed that both of these dialogs have a "Probability" column. 
​
​The probability field, indicates the likelihood of closing the opportunity.  Both the Type and the Phase probabilities combine to factor into the "Probability %" to close shown in the Opportunity itself.  The higher the numbers in the dialogs, the higher the likelihood you will be successful in winning the business.
​

You will take one additional step when adding or editing a type or phase - you will add a number in the Probability field. 

Let's call this step 2a.
​
2a.​ Add a number from 0 - 10 in the Probability (0-10) field.  Think about how the type or sales phase will effect the outcome of the opportunity when entering a number.
​

There are many other areas in MRSware that you can customize to make the system more usable.  To view the other areas, read "Creating and Assigning Types, Categories, and Other Attributes within MRSware", found in under the Support menu, Documentation.

​Here is a summary of the various formats that MRSware exports, to be printed or as part of working with other programs:

1. All tables in MRSware save directly as CSV spreadsheet files.  Go to the File menu, select Save As, name the file as desired.  The contents will be the table listing exactly as you see it; to change what columns are visible, use the View → Settings → Configure menu option.
2. Reports can be run in PDF (portable document format), XLS (Excel spreadsheet), MHTML (web archive format), or TIFF (image format).  Each format has its best use: PDF for printing; XLS for sorting, filtering and charting; MHTML for use in emails; and TIFF for embedding into documents.  Select the desired format at the top of the Report Prompt dialog.
3. Data Analysis has three export formats, XLS, HTML, and PDF.  The exported data is exactly as shown in the grid in its current state, including filters and sorting as currently set.  Due to the nature of how information is shown in Data Analysis, the most useful format to export to is as XLS spreadsheet.

​Those are some of the default options readily available throughout MRSware.  If you have a specific need for a different format or options, please contact support as we can probably accommodate most requests.

​​Including the Expense Totals will create the row on the report with "Expensed Total", "Invoiced Total", and the difference between those two, "Net".  The purpose of that row is to give the User an idea of the outcome of the linked items -- was it worth the money we spent to close the customers that we did.

Expensed Total is the sum of all the linked expense amounts (doesn't include the optional "tax" field on the expenses).  

Invoiced Total is the sum of the sales amounts on Invoices for Prospects that were closed with a "Won".  That is linked Opportunities that had a Close Reason of a "Business Won" selection.

Net is obtained from subtracting the expenses from the invoiced amounts.  This is the total (hopefully positive) outcome of this project.

If you would like to include the cost of salary/time as part of the calculation, add an expense report that shows that estimate and link it to the project.


Including the Opportunity Totals on the report creates the second line, under the expense items.  That is "Total Prospects", "Won Prospects", and "Close Rate".  These entries show a summary of the deals that were worked on and linked to this project.

Total Prospects comes from the linked Opportunities, and is just a total of those.

Won Prospects is a total of the Opportunities that had a Close Reason of the "Business Won" type.
Close Rate is obtained by dividing the Won Prospects by the Total Prospects.

Have Opportunities that didn't directly occur at the event in question, but were a result of referrals or follow-ups?  Opportunities can be linked to multiple Projects, so it is possible to "credit" it to multiple entries for tracking purposes.  Just be careful not to double-count the numbers when adding them up.

​​The Quarantine tab is the meat of the system, where messages can be looked up by sender and subject.  There are just 3 options that are used:


1. View Message
Review the email in question to verify if it is indeed spam or not.  This view is the full message including headers that might be helpful in determining spammyness.


2. Deliver Message
To release the message from the hold and deliver to the original recipient as intended.


3. Approve/Whitelist Sender
Mark a particular senders address as a safe.  Future emails from this address will not be held in the Spam Filter Portal.


Overall, the Portal is designed to hold only the most egregious spam items.  Regular emails will be passed through as normal, as will most newsletters and marketing pieces that an individual purposefully subscribed to.  This makes it considerably less likely that something that was really good is caught in the Portal.  Delivered messages in MRSware will continue to be subject to the Allowed, News, and Blocked Senders lists, as always.

 This specific view here is a Customer Ranking view:
​

This view is set up to show a listing for Customers, the Sales Rep on Customer, the Business Address, and the Customer's Principals (the screenshot is truncated to show just the first two columns - your installation's view will show everything), followed by the Sales total per customer and that Customer's Rank.

The one column we are using here that might be new for many of you is the "% COL" column.  You can turn the column on/off by right-clicking where it says "Sum" under the "Sales" heading of the main column.  What this column does is divide the total sales by the sales of each customer.  In other words, the customers percent of total sales.  

Percent of total sales is certainly a very useful metric to keep an eye on...  Beware of a single customer that is too high a percentage of your company's total sales.  Expand the Year to show the Quarterly sales...  Now take a look at changes in overall percent of sales to see which customers are trending up and which are trending down.


Other Things to Do From Here

1. Expand the Sales Rep or City dimension (whichever is right-most for your data) to see the individual lines that the customer purchased from, including sales and ranking between lines.
   
   
2. Expand the Year to see Quarters and Months.  Try another column option called "% Row" by right-clicking on the "Sum" area again.  This column shows the percentage of the current column against the customer's total for the time range shown -- in other words, sorting on this column will give you an easy way to see who is up and who is down year-to-year, quarter-to-quarter, and month-to-month.
   
   
3. Filter by State or Sales Rep to see how a particular portion of the agency is performing.
   
   
4. Take a look at some custom calculations to run through scenarios of interest, such as business growth or commission rate changes.
   
   
5. Share this view with others in your organization.  Save the View file to File Share and make it, along with any customization you made, with others in the company.  They can then have your view as a great starting point to filter and sort to see data relevant to them.

​ If you have not worked with saved view files, take a read through this post on how to open and save them.
​

In order to Add or Edit Bulletins, you will need the relevant permissions setup by your System Administrator. Once obtained, you will see a Bulletins tile on your Home screen. Without this permission, you will only be able to View Active Bulletins.

When adding/editing a Bulletin in MRSweb, there are five easy to use fields to set up your Bulletin and its "lifespan".


Title - this is the title of your Bulletin.
Choose a short title (less than 256 characters) that conveys the Bulletin's message concisely. Keep in mind that longer titles will not necessarily fit into the Home screen tiles snugly, however when users open the tile, the full title will be displayed on the View screen. Short and sweet is good practice for Titles 

Time Zone - this is not a configurable field, just a label displaying your current Time Zone.
If this is not displaying the correct Time Zone for your current geographic position, check your Mobile device, Tablet, or PC's date and time settings.
Keep this in mind when setting Start and End parameters for your users who may be in different geographic positions or Time Zones.

Start - an optional Start Date & Time for your Bulletin.
By default, Bulletin's have no Start Date & Time. However, you may wish to schedule a Bulletin to only display on the users' Home screens in the future. For example, you may want to remind everyone of that Staff meeting next Tuesday morning.
To set this up, toggle the Start switch to "Yes", and select a Date & Time for the Bulletin to start broadcasting. Using the staff meeting example above, you may want the Bulletin to start broadcasting from Monday 12pm.
If no Start Date & Time is selected (or the Start switch is toggled to "No"), then the Bulletin will start broadcasting immediately, provided the Active switch is set to "Yes".

End - an optional End Date & Time for your Bulletin.
As per Start, by default, Bulletin's have no End Date & Time. However, you may wish to schedule a Bulletin to only display on the users' Home screen up till a certain Date & Time. For example, you may have a Sales Promotion running until Friday close of Business.
To set this up, toggle the End switch to "Yes", and select a Date & Time for the Bulletin to end broadcasting. Using the Sales promotion example above, you may want the Bulletin to end broadcasting on Friday 5pm.
If no End Date & Time is selected (or the End switch is toggle to "Yes"), then the Bulletin will continue broadcasting indefinitely, provided the Active switch is set to "Yes".

Active - a toggle to determine whether the Bulletin should be displayed on user's Home screens (provided the current Date & Time falls between the optional Start and End Dates & Times).
By default, Bulletin's are Active. However, you may want to prepare a detailed Bulletin first, and have another colleague check the contents.
To deactivate a Bulletin, toggle the Active switch to "No".
To reactivate a Bulletin, toggle the Active switch to "Yes".

​Message - this is the full message of your Bulletin.
Here you can type all the detail you require regarding the bulletin, user's will only see the first sentence or two on the tiles, however when they open the tile, the entire message will be displayed on the view screen. There is no theoretical limit to the length of the message. The text area will increase in size as you type new lines in the message.


Click Save to have your new/edited Bulletin stored in the database.

​3. Set up your view in the Sales & Commission cube

​In the example below we selected:
​
Sales Rep on Customer, Principal, Customer and then filtered to show only Jenny Doe's data for the 1st quarter.

Now you've saved your view.  Anytime you want to see your data this particular way, you can re-open the view with new dates.


Here's an example of how to re-open your saved Data Analysis view:

1. Click on Sales and Commission Analysis

2. When the Parameters dialog opens select your date range.  In this instance I selected new dates in order to see all data for the 1st two quarters of the year:

From Date: 1/1/2012 

To Date: 6/30/2012
​
Click Ok

The Sales and Commission Data Analysis cube you opened will now show the saved view with the new sales and commission numbers reflecting your new dates set in the Parameters dialog.

You can save as many different views you like and re-open them when needed.

The roll-up makes it unnecessary to link a journal to both the individual interacted with at the company and the company itself -- that linking is intrinsic from the perspective of the Activity list. However, it is still common practice for Users to do this "double-linking". Since this is the case, it is necessary for our reports to take this into account, in order to provide the expected output when counting up things like "touch points".

​This is an obvious example of when a company policy and practice should be discussed and put into place so that all Users at your company are entering and linking their entries in the same way. Consistency of input will result in easier and more accurate reporting on the output.

The Metric parameter on the Customer Touch Points vs Sales Dollars report serves the purpose of allowing the User control of how to total up linked contacts, based on how those contacts and companies are linked in their system.