Month: May 2020

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

SalesHQ allows customers and salespeople to see receivables transactions; the salesperson will always see all transactions but the customer will only see invoices, unless the Show Customer Full Transactions checkbox in SalesHQ Company Setup is marked.

The Transactions page is accessed through the Transactions tile on the home page by clicking the See more button

Continue reading “Features of SalesHQ from ISC Software: View transactions”

This post is part of the Features of SalesHQ 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 – SalesHQ – Account Summary video:

This post is part of the Features of SalesHQ 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 SalesHQ 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:

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

This post is part of the Features of SalesHQ 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 – SalesHQ – Manage salesperson accounts video:

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

Salespeople in SalesHQ 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 SalesHQ 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 SalesHQ Setup window (Administration area page » Setup » Company » SalesHQ &raquo SalesHQ Company Setup).

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

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

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

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

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

You can watch the GP Elementz – SalesHQ – Manage customer accounts video:

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

Logons for customers to SalesHQ are done per person at the customer. The maintenance window is accessible to the users who have been set up as Customer Account Administrators in the SalesHQ Setup window (Administration area page » Setup » Company » SalesHQ &raquo SalesHQ Company Setup).

The Manage Customer Accounts window is accessible from the Additional menu on the Customer Maintenance window or from the SalesHQ menu in Administration.

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

Continue reading “Features of SalesHQ from ISC Software: Manage customer accounts”

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

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

You can watch the GP Elementz – SalesHQ – Change images video:

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

There are three images used by SalesHQ and all of which can be customised The three images are:

1. Company logo
2. favicon
3. Background

To add or replace the existing images, open the SalesHQ Setup window (Administration area page » Setup » Company » SalesHQ » SalesHQ Company Setup) and click Go To and then Setup Images.

The Image Type dropdown allows you to select the three images available. As an example, I have selected the Company Logo.

Use the ellipsis button next to the New Image File field to select a new file and then click Upload:

After uploading an image, it may take a few minutes for the website cache to refresh, but the logo will then appear.