AccountManager Samples Views

AccountManager has several different views that display Sample requests.  Clicking on the “+” next to the main “Samples” view will expand the selection to include a variety of additional views to browse and locate sample requests.  Your AccountManager administrator may have set certain restrictions in place that govern which data is available to various users.

In the default “Samples” view, the sample requests are displayed in ascending order categorized by Company name (which is not a labeled column).  Any sample request could appear in this view multiple times (i.e. under the Representative’s company name, 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 sample requests associated with that company.

[Samples Views Screenshot 1]

Some columns have a sort indicator, meaning you could click on that column header to override the default sort and view the data in a different order (such as by “Sample #” in the example below).  When you sort by a particular column, the sort indicator turns into a solid black triangle.  To unsort that column, click the column header again or sort by a different column instead.

[Samples Views Screenshot 2]

Finding Samples in a View

To look up sample requests by Company name, follow the steps below:

1. Click on the “Samples” view, and ensure none of the columns are currently sorted (in other words, none of the sort indicators are solid triangles).

2. 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

[Samples Views Screenshot 3]

3. 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.

[Samples Views Screenshot 4]

You can use the “Starts with…” dialog box to find sample requests based on other criteria as well.  Whichever column is currently sorted is the column you will be “searching” in.  For example, if you’re in the main “Samples” view, but would quickly like to locate a sample request based on the Sample #, follow the steps below:

4. Click the “Sample # ” column header and the sample requests will now be sorted by the sample numbers.

5. Type some or all of the sample number.  (After the first key is struck, the “Starts with…” dialog box will appear).

6. Click on “Search All” or hit your “Enter” key

Samples Views Action Buttons:

(Note:  The dropdown choices on your Action Buttons may vary depending upon your company’s configuration.  See your AccountManager administrator with questions).

Samples 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 questions).