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AccountManager Registration Views
AccountManager has several different views that display Registrations. Clicking on the “+” next to the main “Registrations” view will expand the selection to include a variety of additional views to browse and locate Registrations. Your AccountManager administrator may have set certain restrictions in place that govern which data is available to various users.
In the default “Registrations” view, the Registrations are displayed in ascending order categorized by Company name (which is not a labeled column). Any Registration could appear in this view multiple times (i.e. under the End Customer’s company name, the Distributor’s company name, etc). Clicking on the “+” next to a company name will expand additional rows and allow you to see more information about the Registrations associated with that company.
[Registration Views Screenshot 1]
Finding Registrations in a View
To look up Registrations by Company name, follow the steps below:
1. Click on the “Registrations” view, and begin typing the company name of the account you wish to find. As soon as you type the first letter, the “Starts with…” dialog box appears. You may type as much or as little of the name as you want, to narrow the search.
[Registration Views Screenshot 2]
2. Click on “Search All” or hit your “Enter” key, and you will be taken to the first account whose company name meets the criteria you entered. Click the “+” icon to expand the rows and view additional details
[Registration Views Screenshot 3]
Registrations View Action Buttons:
(Note: The dropdown choices on your Action Buttons may vary depending upon your company’s configuration. See your AccountManager administrator with any questions)
|
Button Name |
Usage |
|
New Account |
Opens a new Account profile form. |
|
New Contact |
Opens a new Contact Profile form. |
|
New Opportunity |
Opens a new Opportunity form. |
|
New Sample |
Opens a new Sample form. |
|
New Quote |
Quote – Opens a new Quote form Quick Quote – Opens a new Quick Quote form |
|
New RFQ |
Opens a new Request For Quote form |
|
New Registration |
Opens a new Registration form |
|
New Design Win/Split Request |
Open a new Design Win form |
Registrations View Descriptions:
(Note: The views available to you may vary in name and/or order depending upon your company’s configuration. See your AccountManager administrator with any questions).
|
View Name |
Description |
|
By Representative |
Displays open Registrations sorted by representative. |
|
By End Customer |
Displays open Registrations sorted by end customer. |
|
By Distributor |
Displays open Registrations sorted by distributor. |
|
By CEM |
Displays open Registrations sorted by CEM. |
|
By Expiration Date |
Displays Registrations sorted by expiration date. |
|
By Mfr Part Number (All) |
Displays Registrations sorted by manufacturer part number. (Clock icon indicates a status of “Open”). |
|
By Cust Part Number (All) |
Displays Registrations sorted by customer part number. (Clock icon indicates a status of “Open”). |
|
By Program |
Displays open Registrations sorted by program name. |
|
By Account Manager |
Displays Registrations sorted by account manager. (Each account manager will see all registrations his/her name appears on, regardless of whether it’s as customer account manager, distributor account manager, owner, etc). |
|
By Distributor AM |
Displays open Registrations sorted by distributor account manager. |
|
By End Customer AM |
Displays open Registrations sorted by End Customer account manager. |
|
By CEM AM |
Displays open Registrations sorted by CEM account manager. |
|
By Owner |
Displays open Registrations sorted by owner. |
|
By Registration Number |
Displays Registrations sorted by registration number. |
|
Requiring Approval |
Displays Registrations needing approval sorted by registration number. |