Salespersons

You can create salesperson records to track who in your organization is responsible for specific sales. You can assign a salesperson to each customer and/or customer location. When an invoice is entered for a customer that has a default salesperson assigned to it, that salesperson loads on the invoice but can be overridden. You can also specify a salesperson on miscellaneous invoices and unapplied payments.

Create a salesperson record

Combine salespersons records

When salesperson records are combined, attachments for the source salesperson(s) are added to the attachments for the target salesperson.

To combine two or more salespersons:

Combine salespersons records

In the Navigation pane, highlight the Accounts Receivable > Setup > Salespersons folder.
Start the Combine wizard using one of the following methods:

To use filters to select the source salesperson(s) to combine:

Right-click the Salespersons folder and select Select and Combine from the shortcut menu.
On the Selection tab, define any filters to apply to the data.

To hand-select the source salespersons(s) to combine:

In the HD view, select the source salesperson(s) to combine. You can use Ctrl and/or Shift to select multiple salespersons.
Click .

On the Combine tab in the Combine Into field, select the target salesperson.
Click Next >>. ActivityHD prompts you to confirm that you want to combine the selected salespersons.
Click Yes.
When the process is complete, click Finish.

Salesperson Record ID

Code

A unique code for the salesperson.

Full Name

The full name of the salesperson. When you tab out of this field, the components of the name are loaded in the Name section. The Full Name field and the fields in the Name section are synced so that any change you make to one affects the other.

Salesperson tab

Name

Prefix

A prefix for the salesperson's name.

Example

Mr., Ms., Mrs., Dr.

First

The salesperson's first name.

Middle

The salesperson's middle name or initial.

Last

The salesperson's last name.

Suffix

If applicable, a suffix for the salesperson's name.

Examples

Jr., Sr., III

Phone Numbers

Work

The salesperson's work phone number.

Mobile

The salesperson's cell phone number.

Home

The salesperson's home phone number.

Fax

The salesperson's fax number.

Other

Another phone number for the salesperson.

Address

The salesperson's address.

City, St, Zip

The city, two-character state abbreviation, and Zip Code for the salesperson's address.

Country

The country of the salesperson's address.

Work Email

The salesperson's work email address. The email address becomes a hyperlink. To launch your email client with an email pre-addressed to the salesperson, press Ctrl+click.

Home Email

The salesperson's home email address. The email address becomes a hyperlink. To launch your email client with an email pre-addressed to the salesperson, press Ctrl+click.

Custom tab

This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.

Fields subtab

This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.

References subtab

This tab is visible if other records reference the current record.

Reference

From the drop-down list, select the custom field to view references for. Reference custom fields have the following format: PackageName.EntityName.CustomFieldName.

Example

Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.

Exchange Folder subtab

This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified Exchange folder.

File subtab

This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.

This tab renders the contents of the specified file according to its file type.

Internet Address subtab

This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified web page.

Network Folder subtab

This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified network folder.

Data Links tab

See "Data Links".

Invoices tab

The AR Invoices pane shows the AR Invoices HD view filtered to show all invoices which reference the selected salesperson.

Double-click a row in the pane to drill down to its record in the AR Invoice window.

Invoice Detail tab

The AR Invoice Detail pane shows the AR Invoice Detail HD view filtered to show all invoice detail lines for invoices that reference the selected salesperson.

Double-click a row in the pane to drill down to its record in the AR Invoice Detail window.

Notes tab

The Notes pane shows the Notes HD view filtered to show all notes for the selected salesperson.

Double-click a row in the pane to drill down to its record in the Note window.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents. Some file types cannot be previewed but can be double-clicked to open in their native editor.

Change Logs tab

This tab is visible if the user has "Change Logs" access to the associated data folder resource.

The Change Logs pane shows the Change Logs HD view filtered to show all change logs for the selected entity record.

Double-click a row in the pane to drill down to its record in the Change Log window.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.

Developer tab

This tab is visible only when developer features are enabled.

Automation subtab

This subtab shows field names and values for the current data record. Use the information in the subtab to assist when creating automation objects such as bots and import files. The field names and field values can be copied from the text box and pasted directly into your code or application. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Export (XML | JSON) subtab

This subtab shows the XML syntax for exporting the selected data record. The syntax can be copied from the text box as an exemplar for creating your own automation objects for bots, import files, ActivWebAPI, etc. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Import (XML | JSON) subtab

This subtab allows you to select a file for import and shows the XML syntax for importing data records. Use the subtab to explore the XML syntax for importing data records. In particular, you can investigate the syntax which results when using Data.Import and ActivWebAPI data POST and DELETE routes.

Change Log (XML | JSON) subtab

This subtab is visible only when the Enable Change Logs option is marked in System Options or Company Options (depending on whether the feature applies at the system or the company level). This is the default setting when developer features are enabled.

This subtab allows you to investigate changes to the current data record. The syntax can be copied for use in bots, dashboards, ActivWebAPI, and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Select Statement (SQL) subtab

This subtab allows you to investigate the SQL select statement used to retrieve the current data record. The syntax can be copied as an exemplar for data sources and other automation. To copy content from the text box, highlight the content to copy and press Ctrl+C or right-click your selection and select Copy from the context menu.

Extras\Accounts Receivable\Import AR Salespersons.xls

Common accesses available on salespersons

Access	A user with this access can...
Change	Use the mass change action on salespersons.
Change Logs
Custom Fields	Create and edit custom fields for salespersons.
Data	Have read-only access to salespersons from anywhere in the software (e.g., field validations, filters, date expressions).
Delete	Delete salespersons.
Edit	Edit salesperson records.
Export	Export salesperson records from ActivityHD.
Import	Import salesperson records into ActivityHD.
New	Create new salesperson records.
Read	Have read-only access to salesperson records.
Report	Run reports with salesperson information.
Report Designs	Create and edit report designs with salesperson information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers	Create and edit saved answers related to salespersons.
Shared Filters	Create and edit shared filters on salespersons.
Visible	View the Salespersons folder in the Navigation pane.

Special accesses available on salespersons

Access	A user with this access can...
Combine	Combine salesperson records.

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Salespersons

Create a salesperson record

Combine salespersons records

Salesperson Record ID

Salesperson tab

Custom tab

Fields subtab

References subtab

Exchange Folder subtab

File subtab

Internet Address subtab

Network Folder subtab

Data Links tab

Invoices tab

Invoice Detail tab

Notes tab

Attachments tab

Change Logs tab

Other tab

Developer tab

Automation subtab

Export (XML | JSON) subtab

Import (XML | JSON) subtab

Change Log (XML | JSON) subtab

Select Statement (SQL) subtab

Salespersons security

Common accesses available on salespersons

Special accesses available on salespersons