1. How To .... for Contacts Information
1.1. Find a Sales Rep

Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, enter Sales/Sales Rep Information
 
The following screen will be displayed:
 
 
 
There are two ways to Find Existing Sales Rep Information:

1. By using the Find button located in the tool bar at the top of the screen. The following screen will be displayed: Double click on the selected Representative's name to view the Sales Rep information.

The following screen will appear: Select the desired Filter: by selecting the appropriate radio button - Active, InActive, or All.

Select the desired Find: by selecting the appropriate radio button - Last Name, or First Name.

Enter the information into the red box, depress the Enter key and the information will populate the screen.



Depress the Lookup tab.  This screen allows the user to locate a Sales Rep alphabetically.  Double click on the Sales Rep name will bring the associated data into all screens without having to use the FIND action button. This screen will list all of the Sales Rep's entered, beginning with the Last Name, First Name, Sales Rep Type, Title and Work Phone number (not the company phone number). 

1.2. Add a Sales Rep

Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, enter Sales/Sales Rep Information

  

The following screen will be displayed:



Depress the Add action button. The user will be prompted for an authorized password.

Enter the last name of the Sales Rep being added. 

Enter the first name of the Sales Rep being added. 

Enter the middle initial of the Sales Rep.

Select the status of the Sales Rep, either Active or Inactive.

Enter the nickname of the Sales Rep.

Select the Sales Rep Type by depressing on the down arrow located on the right hand side of this field and highlighting the selection.

Enter the title of the Sales Rep.

Enter the phone number and/or extension of the Sales Rep. (may be different than the company main number).

Enter the FAX number of the Sales Rep. (may be different than the company main number.

Enter the E-Mail address of the Sales Rep.

Enter the department of the Sales Rep.

Enter the Cellular phone number for the Sales Rep.

Enter the Pager number for the Sales Rep.

After completing the Business information, the user may click on the Personal tab.  In this screen, the user may enter personal information relating to the Sales Rep.

 

The Customer Contact Directive buttons will now be active.

 

This button allows the user to load a photo of the Sales Rep. The photo file should be in the MANEX directory, and should be BMP or TIF format. Select the desired image. It will appear in the window.

 

This set of buttons allow the user to record specific information that they may wish to retain about the Sales Rep.. It is divided into several categories to narrow the search for information later. Pressing any of these buttons brings up a memo window that may be added to, edited or canceled at will.

Enter the Sales Rep's Birth Date.

Enter the Sales Rep's Spouse Name.

Enter the Sales Rep's Spouse’s Birthday.

Enter the Sales Rep’s Anniversary.

Enter the Sales Rep’s Home Phone.

Enter the Sales Rep’s Home Address(two lines available).

Enter the Sales Rep’s Home City.

Enter the Sales Rep’s Home State and Zip code.

Enter the Sales Rep’s home country.

Depress the Save action button to save changes, or depress the Abandon changes action button to abandon changes.

1.3. Edit a Sales Rep

Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, enter Sales /Sales Rep Information

  

The following screen will be displayed:

Depress the Find action button. The following selection screen will be displayed.  To find an existing Sales Rep select one of the following:  Sales Rep Name, or Sales Rep Type.

The user may exit the selection screen without a selection by selecting the X button.

 

  

 

Once you have made your choice, the information will be displayed as follows:

Depress the Edit action button.  Enter password.

All fields available for editing will be enabled for modification. 

At the conclusion of the modifications process, the user must Save changes, or Abandon changes using the action buttons. 

 Depress the Exit action button to return to the previous screen.