Features of CustomerHQ from ISC Software: Account Summary [Video]

CustomerHQ PortalThis post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published an Account Summary post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – CustomerHQ – Account Summary video:

GP Elementz from ISC Software

GP Elementz from ISC Software
What add-ons are available?
GP Elementz Portals
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ [Video]
Features of PurchaseHQ from ISC Software: Secure access
Features of PurchaseHQ from ISC Software: Secure access [Video]
Features of PurchaseHQ from ISC Software: Configuration
Features of PurchaseHQ from ISC Software: Configuration [Video]
Features of PurchaseHQ from ISC Software: Setup images
Features of PurchaseHQ from ISC Software: Setup images [Video]
Features of PurchaseHQ from ISC Software: Granting users access
Features of PurchaseHQ from ISC Software: Granting users access [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Order
Features of PurchaseHQ from ISC Software: Enter a Purchase Order [Video]
Features of PurchaseHQ from ISC Software: View my orders
Features of PurchaseHQ from ISC Software: View my orders [Video]
Features of PurchaseHQ from ISC Software: Workflow Integration
Features of PurchaseHQ from ISC Software: Workflow Integration [Video]
Features of PurchaseHQ from ISC Software: Document Approval
Features of PurchaseHQ from ISC Software: Document Approval [Video]
Features of PurchaseHQ from ISC Software: Receive Goods
Features of PurchaseHQ from ISC Software: Receive Goods [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal [Video]
Features of PurchaseHQ from ISC Software: Free Trial Available
Features of PurchaseHQ from ISC Software: Free Trial Available [Video]
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ [Video]
Features of CustomerHQ from ISC Software: Secure access
Features of CustomerHQ from ISC Software: Secure access [Video]
Features of CustomerHQ from ISC Software: Configuration
Features of CustomerHQ from ISC Software: Configuration [Video]
Features of CustomerHQ from ISC Software: Change images
Features of CustomerHQ from ISC Software: Change images [Video]
Features of CustomerHQ from ISC Software: Manage customer accounts
Features of CustomerHQ from ISC Software: Manage customer accounts [Video]
Features of CustomerHQ from ISC Software: Manage salesperson accounts
Features of CustomerHQ from ISC Software: Manage salesperson accounts [Video]
Features of CustomerHQ from ISC Software: Account Summary
Features of CustomerHQ from ISC Software: Account Summary [Video]
Features of CustomerHQ from ISC Software: View transactions
Features of CustomerHQ from ISC Software: View transactions [Video]
Features of CustomerHQ from ISC Software: View Statements
Features of CustomerHQ from ISC Software: View Statements [Video]
Features of CustomerHQ from ISC Software: Free Trial available
Features of CustomerHQ from ISC Software: Free Trial available [Video]
Features of SalesHQ from ISC Software: Introduction to SalesHQ
Features of SalesHQ from ISC Software: Introduction to SalesHQ [Video]
Features of SalesHQ from ISC Software: Secure access
Features of SalesHQ from ISC Software: Secure access [Video]
Features of SalesHQ from ISC Software: Configuration
Features of SalesHQ from ISC Software: Configuration [Video]
Features of SalesHQ from ISC Software: Change images
Features of SalesHQ from ISC Software: Change images [Video]
Features of SalesHQ from ISC Software: Manage customer accounts
Features of SalesHQ from ISC Software: Manage customer accounts [Video]
Features of SalesHQ from ISC Software: Manage salesperson accounts
Features of SalesHQ from ISC Software: Manage salesperson accounts [Video]
Features of SalesHQ from ISC Software: Account Summary
Features of SalesHQ from ISC Software: Account Summary [Video]
Features of SalesHQ from ISC Software: View transactions
Features of SalesHQ from ISC Software: View transactions [Video]
Features of SalesHQ from ISC Software: View statement
Features of SalesHQ from ISC Software: View statement [Video]
Features of SalesHQ from ISC Software: Inventory Lookup
Features of SalesHQ from ISC Software: Inventory Lookup [Video]
Features of SalesHQ from ISC Software: Price Lookup
Features of SalesHQ from ISC Software: Price Lookup [Video]
Features of SalesHQ from ISC Software: Add Prospect
Features of SalesHQ from ISC Software: Add Prospect [Video]
Features of SalesHQ from ISC Software: Create quote
Features of SalesHQ from ISC Software: Create quote [Video]
Features of SalesHQ from ISC Software: Create order
Features of SalesHQ from ISC Software: Create order [Video]
Features of SalesHQ from ISC Software: Create invoice
Features of SalesHQ from ISC Software: Create invoice [Video]
Features of SalesHQ from ISC Software: Free Trial
Features of SalesHQ from ISC Software: Free Trial [Video]
GP Elementz Add-ins
Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes
Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes [Video]
Features of Enhanced Notes from ISC Software: Individual notes
Features of Enhanced Notes from ISC Software: Individual notes [Video]
Features of Enhanced Notes from ISC Software: Categories/Subcategories
Features of Enhanced Notes from ISC Software: Categories/Subcategories [Video]
Features of Enhanced Notes from ISC Software: Assign tasks
Features of Enhanced Notes from ISC Software: Assign tasks [Video]
Features of Enhanced Notes from ISC Software: Available for reporting
Features of Enhanced Notes from ISC Software: Available for reporting [Video]
Features of Enhanced Notes from ISC Software: Free Trial
Features of Enhanced Notes from ISC Software: Free Trial [Video]

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.





Your Name (required):
Your Email (required):
Subject:
Enquiry message:

Features of CustomerHQ from ISC Software: Account Summary

CustomerHQ PortalThis post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

When a customer logs in, or a salesperson selects an account, the first element of the home page of CustomerHQ is part o the Account Summary which shows the name, primary address, credit limit and payment terms; clicking the View Account Summary button will open the account summary page:

CustomerHQ home page

Continue reading “Features of CustomerHQ from ISC Software: Account Summary”

Features of CustomerHQ from ISC Software: Manage salesperson accounts [Video]

CustomerHQ PortalThis post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a manage salesperson accounts post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – CustomerHQ – Manage Salesperson Logons video:

GP Elementz from ISC Software

GP Elementz from ISC Software
What add-ons are available?
GP Elementz Portals
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ [Video]
Features of PurchaseHQ from ISC Software: Secure access
Features of PurchaseHQ from ISC Software: Secure access [Video]
Features of PurchaseHQ from ISC Software: Configuration
Features of PurchaseHQ from ISC Software: Configuration [Video]
Features of PurchaseHQ from ISC Software: Setup images
Features of PurchaseHQ from ISC Software: Setup images [Video]
Features of PurchaseHQ from ISC Software: Granting users access
Features of PurchaseHQ from ISC Software: Granting users access [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Order
Features of PurchaseHQ from ISC Software: Enter a Purchase Order [Video]
Features of PurchaseHQ from ISC Software: View my orders
Features of PurchaseHQ from ISC Software: View my orders [Video]
Features of PurchaseHQ from ISC Software: Workflow Integration
Features of PurchaseHQ from ISC Software: Workflow Integration [Video]
Features of PurchaseHQ from ISC Software: Document Approval
Features of PurchaseHQ from ISC Software: Document Approval [Video]
Features of PurchaseHQ from ISC Software: Receive Goods
Features of PurchaseHQ from ISC Software: Receive Goods [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal [Video]
Features of PurchaseHQ from ISC Software: Free Trial Available
Features of PurchaseHQ from ISC Software: Free Trial Available [Video]
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ [Video]
Features of CustomerHQ from ISC Software: Secure access
Features of CustomerHQ from ISC Software: Secure access [Video]
Features of CustomerHQ from ISC Software: Configuration
Features of CustomerHQ from ISC Software: Configuration [Video]
Features of CustomerHQ from ISC Software: Change images
Features of CustomerHQ from ISC Software: Change images [Video]
Features of CustomerHQ from ISC Software: Manage customer accounts
Features of CustomerHQ from ISC Software: Manage customer accounts [Video]
Features of CustomerHQ from ISC Software: Manage salesperson accounts
Features of CustomerHQ from ISC Software: Manage salesperson accounts [Video]
Features of CustomerHQ from ISC Software: Account Summary
Features of CustomerHQ from ISC Software: Account Summary [Video]
Features of CustomerHQ from ISC Software: View transactions
Features of CustomerHQ from ISC Software: View transactions [Video]
Features of CustomerHQ from ISC Software: View Statements
Features of CustomerHQ from ISC Software: View Statements [Video]
Features of CustomerHQ from ISC Software: Free Trial available
Features of CustomerHQ from ISC Software: Free Trial available [Video]
Features of SalesHQ from ISC Software: Introduction to SalesHQ
Features of SalesHQ from ISC Software: Introduction to SalesHQ [Video]
Features of SalesHQ from ISC Software: Secure access
Features of SalesHQ from ISC Software: Secure access [Video]
Features of SalesHQ from ISC Software: Configuration
Features of SalesHQ from ISC Software: Configuration [Video]
Features of SalesHQ from ISC Software: Change images
Features of SalesHQ from ISC Software: Change images [Video]
Features of SalesHQ from ISC Software: Manage customer accounts
Features of SalesHQ from ISC Software: Manage customer accounts [Video]
Features of SalesHQ from ISC Software: Manage salesperson accounts
Features of SalesHQ from ISC Software: Manage salesperson accounts [Video]
Features of SalesHQ from ISC Software: Account Summary
Features of SalesHQ from ISC Software: Account Summary [Video]
Features of SalesHQ from ISC Software: View transactions
Features of SalesHQ from ISC Software: View transactions [Video]
Features of SalesHQ from ISC Software: View statement
Features of SalesHQ from ISC Software: View statement [Video]
Features of SalesHQ from ISC Software: Inventory Lookup
Features of SalesHQ from ISC Software: Inventory Lookup [Video]
Features of SalesHQ from ISC Software: Price Lookup
Features of SalesHQ from ISC Software: Price Lookup [Video]
Features of SalesHQ from ISC Software: Add Prospect
Features of SalesHQ from ISC Software: Add Prospect [Video]
Features of SalesHQ from ISC Software: Create quote
Features of SalesHQ from ISC Software: Create quote [Video]
Features of SalesHQ from ISC Software: Create order
Features of SalesHQ from ISC Software: Create order [Video]
Features of SalesHQ from ISC Software: Create invoice
Features of SalesHQ from ISC Software: Create invoice [Video]
Features of SalesHQ from ISC Software: Free Trial
Features of SalesHQ from ISC Software: Free Trial [Video]
GP Elementz Add-ins
Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes
Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes [Video]
Features of Enhanced Notes from ISC Software: Individual notes
Features of Enhanced Notes from ISC Software: Individual notes [Video]
Features of Enhanced Notes from ISC Software: Categories/Subcategories
Features of Enhanced Notes from ISC Software: Categories/Subcategories [Video]
Features of Enhanced Notes from ISC Software: Assign tasks
Features of Enhanced Notes from ISC Software: Assign tasks [Video]
Features of Enhanced Notes from ISC Software: Available for reporting
Features of Enhanced Notes from ISC Software: Available for reporting [Video]
Features of Enhanced Notes from ISC Software: Free Trial
Features of Enhanced Notes from ISC Software: Free Trial [Video]

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.





Your Name (required):
Your Email (required):
Subject:
Enquiry message:

Features of CustomerHQ from ISC Software: Manage salesperson accounts

CustomerHQ PortalThis post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Salespeople in CustomerHQ are hooked to a Microsoft Dynamics GP Salesperson, but largely operate independently of the standard functionality. You need one Salesperson record, but it does not need to be assigned to any customers. This is because the CustomerHQ Salesperson functionality allows multiple customers to be assigned to the salesperson and multiple salespersons can have the same accounts assigned.

The typical use case for this is to assign each salesperson their accounts, and then assign all accounts to the sales manager.

The Manage Salesperson Accounts window is accessible to the users who have been set up as Salesperson Account Administrators in the CustomerHQ Setup window (Administration area page » Setup » Company » CustomerHQ &raquo CustomerHQ Company Setup).

The Manage Salesperson Accounts window is accessed from the Additional menu on the Salesperson Maintenance window or from the CustomerHQ menu in Administration.

Select the Salesperson Number to load a salesperson record. Existing users will be displayed in the list:

Manage Salesperson Accounts window

Continue reading “Features of CustomerHQ from ISC Software: Manage salesperson accounts”