Knowledge Base

PROGRAM: GT - Contact Entity Configuration

Table of Contents
Vendor Configuration
Configuration
    Dependent Conditions
  1. Act Field = Vendor Code
  2. Act Field = Active
  3. Act Dynamic Group Product Vendors
    1. Active = True
    2. ID/Status = Product Vendor
Vendor Configuration
    Welcome Screen
  1. Click on Next >
Customer Configuration
Configuration
    Dependent Conditions
  1. Act Field = Customer Code
  2. Act Field = Active
  3. Act Dynamic Group Product Customers
    1. Active = True
    2. ID/Status = Product Customers
Customer Configuration
    Welcome Screen
  1. Click on Next >
Sales Representatives Configuration
Configuration
    Dependent Conditions
  1. Act Field = Sales Representative
  2. Act Field = Active
  3. Act Dynamic Group Sales Representatives
    1. Active = True
    2. ID/Status = Product Sales Representative
Sales Representatives Configuration
    Welcome Screen
  1. Click on Next >
Related FAQs
   
Software Solutions
DataPlus Integration
DataPlus ERP Integration
DataPlus Custom Integration
DataPlus Addons
DataPlus Plugins & Tools
Hosting Solutions
Mobile Solutions
QuoteWerks Quoting Solutions
QuoteWerks Integration
QuoteWerks Subscription & Licensing
Act! CRM Solutions
CRM
CRM & Marketing Automation
Marketing Automation
Pricing
Mobile Solutions
Helpful Links
Act! Hosting Solutions
Act! Mobile Messenger
Act! ERP Integration
Act! Custom Integration
Act! Addons
Act! Plugins & Tools
Act! Training
Act! Resources
Act! Support
Act! Community
Act! Downloads & Updates
Learning - Support
Software Support
Support (GoToAssist)
Support Plans
Training
Act! Training
KB Hogan Data / DataPlus
KB Act! Questions
KB QuoteWerks Questions
Contact Us
About Us
How Can We Help You
Privacy Policy
Return Policy
Resources
DataPlus Subscription
DataPlus Maintenance
QuoteWerks Maintenance
Partner Lead Submission
Secure CC Authorization
Secure CC Pre-Authorization

Translate this page:
©1995 - 2019 HOGAN DATA | All rights reserved