A while ago I did a series on Implementing Enhanced Notes from ISC Software Solutions. I more recently installed the add-on again on a different machine and, after doing some initial configuration, wanted to change the settings, couldn’t find the Enhanced Notes Setup window ( ):
I realise working for the company who created and sells the Sales HQ portal prevents me from being a neutral reviewer, so I won’t try to offer a conclusion as I have been doing on recent series. Instead I’ll leave you with a quick recap of some salient points:
- Responsive design which works on desktop, notebook/laptop, tablet and mobile/cell.
- Portal is hosted on Azure; but no inbound ports need to be opened on your firewall.
- Salespeople can be assigned multiple customers to look after; customers can be assigned to more than one salesperson.
- Access for customers to view their account.
- Salespeople can create prospects or raise quotes/orders/invoices.
- Free trial connected to your system available so you can try SalesHQ risk free.
Over the course of this series, I’ve taken a look at how SalesHQ is implemented. I thought it would be useful to do a post on actually using SalesHQ, but first a reminder that earlier in the series I did a post on What SalesHQ is and what functionality it contains.
I am going to look at Sales HQ from the perspective of a salesperson who has access to a US territory.
When you visit the SalesHQ portal, you will be presented with the login window; this uses the crdentials entered when the salesperson was created:
Once I have SalesHQ deployed and salespeople and/or customers with access, I run a quick test to make sure I can log into the portal.
Navigate to the web address you supplied during the implementation (I didn’t use a custom address so have a default one). When the login page loads, enter the email address and password of one of the salesperson accounts you created:
With SalesHQ fully deployed, the final step of configuration is to grant customers access sot they can see their account information online. This is done via a window accessible from Customer Maintenance ().
To add access for a customer open the Customer Maintenance window, open a customer record and click the Additional button on the action pane and select Manage Customer Accounts:
With SalesHQ configured, it is now available to use. However, the first thing we need t do is grant access to salespeople so that they are able to log in.
From experience, very few clients actually use salespeople in Microsoft Dynamics GP the way it was intended. So rather than enforcing the use of them, the SalesHQ functionality has been hooked onto the Salesperson Maintenance window ()Sales » Cards » Salesperson) without requiring the salesperson to be assigned to customers.
There are two pieces of setup required against the Salesperson record:
- Assign the login details for the salespeople who can log in against this Salesperson record; multiple logins against a single salesperson is supported.
- Assign customers to a Salesperson record.
To add the users who can login, open the Salesperson Maintenance window and open a salesperson record. Click the AdditionalManage Salesperson Accounts:
After a company has been registered with SalesHQ and you logout and back in, the menu will update with the menu items for the SalesHQ configuration windows:
This is a step which ISC Software will perform, but some information is required for this to be accomplished. In the last post in this series, I showed how to register a company with SalesHQ; this generated a unique GUID for each company.
For ISC Software to deploy the portal, they need the Company ID for each company registered.
Run the script below against your Elementz database, to extract the CompanyID GUIDs:
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */ SELECT DynamicsDB,CompanyDB,CompanyId FROM CustomerPortalCompany
Once you have this information reply back to the Azure settings email you received before installing the connector service.
After installing the Microsoft Dynamics GP client component, you need to run Microsoft Dynamics GP as administrator as you will be prompted to include new code; click Yes to do so:
The client component of SalesHQ allows you to configure the portal and grant access to customers and sales people and so needs to be installed on all Microsoft Dynamics GP client machines.
With the file you downloaded from ISC Software’s secure file transfer site, launch the Dynamics GP client MS installer and, on the Welcome step click Next: