How To Produce a People & Showrooms Dashboard Report in MI
Run through the following steps: Firstly, click on the menu and click on MI, ‘People & Showrooms Dashboard’. To change the report date, change the dates in the top right-hand side corner. Below this you can change the customer type to Retail, Trade or All. Supporting you every step of the way – Contact […]
How To Produce a Sales Dashboard Report in MI
Run through the following steps to produce a Sales Dashboard Report Firstly, click on the menu and click on MI, ‘Sales Dashboard’. To change the report date, change the dates in the top right-hand side corner. Below this you can change the customer type to Retail, Trade or All. Supporting you every step of […]
How to Delete a Document
Head to the Main Menu. Click on Leads, ‘Live Leads’, or ‘Contracts’, ‘Live Contracts’ and find the customer you are after. Alternatively type their Lead/Contract number in the search bar at the top of the page. If you have a follow up set for today, you can click the edit icon on your dashboard. Once […]
How to Reset your Password
Firstly type in your systems URL. Press ‘Forgot Password?’. Go to outlook or your email provider and press the button ‘Reset Password’. Type in your email address (username). Type in your new password. Confirm your password below. Press ‘Reset’. ‘Click the blue hyperlink. ‘click here to log in’. Sign in as usual with your new […]
How to Change the Colours within the Schedule Board
The colours in the Schedule Board display the Contract type and the Product type. The Product Type is automatically displayed as the main job card colour. You can change this under the Admin tab in the main menu, under ‘Manage Schedule Settings’. To change the Contract Type colouring: Begin by heading to the main menu, […]
How to Run a Leads & Products Dashboard Report
Head to the main menu, MI, ‘Leads & Products Dashboard’. On the top right-hand side corner, select the date range you require. Press ‘Search’ and the report will load.
How to Add an International Address
Whether you are setting up a contact, lead or changing the installation address, from the page you are on complete all other tasks as usual. When you get to the address section press the magnifying glass. This will create a pop up to say ‘Please enter a valid postcode or click here to enter manually.’ […]
How to Mark a Lead as Sold
Firstly, click on the menu and click on Leads, ‘Live Leads’, find the customer you are after. 1. Alternatively type their Lead number in the search bar at the top of the page. If you have a follow up set for today, you can click the edit icon on your dashboard. Once the lead page […]
How to Run an Aged Debtors Report to Excel
(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account) Head to the Main Menu. Click ‘Reports’. To run an Aged Debtors Report please find this near the top, […]
How to Add a Supplier Quote
Firstly, click on the menu and click on Leads, ‘Live Leads’, find the customer you are after. Alternatively type their Lead number in the search bar at the top of the page. If you have a follow up set for today, you can click the edit icon on your dashboard. Once the lead page loads, […]
How to Run an Aged Debtors Report to PDF
(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account) Head to the Main Menu. Click ‘Reports’. To run a Aged Debtors Report please find this towards the bottom, […]
How to Find a Customer by Their Email Address
Firstly, click on the menu and click on Contacts, ‘Active Contacts’ Go to the email address column and click the three vertical dots on the right-hand side. Click filter, this will open a new grid. You will want to show items that ‘Contains’ Type a partial or full email address in the box below. Click […]
