Q2: I don't know an account code and can't find the account with the
quick access codes I have tried.
A: You can use the account search option to find the customer or
prospect
using search fields such as the company name, telephone number etc.
Once you have located the customer, you can update their quick
access code in Customer Details to make them easier to find in future.
Q3: I am working through my call backs for today but the full list is
still showing as outstanding even though I have updated my call
backs to future dates.
A: This occurs when users forget to click the Add button before
they Save the call back screen. The call back operator and date is selected but
not actually added to the list before the screen is saved, therefore the
original call back date, i.e. today, is not updated and the customer
remains on your list of calls to make today.
Q4: How do I print prospect labels for one rep only?
A: You can use the search facility when running prospect labels to
select
the rep code field and add the required rep code as the selection
criteria. It is a good idea to familiarise yourself with the account search
facility on Power-Gx as it can be useful in a number programs when
you want to narrow down the accounts retrieved. Step by step
instructions on printing labels for one rep's prospects are given here.