Lookup Values

Company

NOTE: The steps below assume you have System Admin rights. To access System Admin, select your name in the upper right of crmSeries and select System Admin. If you do not see System Admin, you do not have system administrator rights.

Category

Company categories are used for segmenting company records. Below are the steps to create and modify the company categories.

1. From System Admin, select Lookup Values, Company, Category.
2. To add a new Category, select the Add button on the Company Category form.
3. Enter the Category and select the Save icon (Diskette). Select the Cancel icon (X) to cancel the entry.
4. To modify a Category, double click on the row to modify and select the Save icon (Diskette). Select the Cancel icon (X) to cancel the entry.

Rank

Company Ranks are used to organize company records by ranking. The ranks are also associated by user roles. Below are the steps to create and modify company ranks.

1. From System Admin, select Lookup Values, Company, Rank.

   

2. To add a new Rank, select the Add button on the Company Rank form.
3. Enter the Rank Name and Select the user roles that should be assigned to the Rank.
4. Select the Save button.
5. To modify a Rank, double click on the row to modify (or select the row and select the Edit button). Select the Save button.

User

Global user additions and modifications are made under the Lookup values. NOTE: The steps below assume you have System Admin rights. To access System Admin, select your name in the upper right of crmSeries and select System Admin. If you do not see System Admin, you do not have system administrator rights.

Adding a User Role

User roles are designed to group users based on their job responsibilities. To setup a new user role, follow the steps below.

1. Select Lookup Values, Users, Roles.
2. From the Role list, select the Add button.
3. Enter the Role details.
   1. Role – Role that will be assigned to users.
   2. Internal Role – Select an Internal Role from the list that best defines the role being setup.
      1. Equipment Sales
      2. Product Support
   3. Assign Rank – Check if the role will be used to assign a ranking when assigned to a company.
   4. Recurring Touch Profile – Select a default Recurring Rank profile when assigned to a company.
   5. Recurring Touch Override – An override value that will be defaulted when assigned to a company.
4. Select outside the row to save the new Role.

Adding a New Branch

Branches are used throughout crmSeries for grouping users to one or more branches. To add a new branch, follow the steps below.

1. Select Lookup Values, Users, Branches.
2. From the Branch list, select the Add button.
3. Enter the Branch Details.
   1. Branch Name – Name of the branch.
   2. Branch # – Branch number assigned to the branch.
   3. Company Code – Internal code assigned to a branch if associated with a specific company.
   4. HQ – Select Yes if the branch is a Head Quarter.
   5. Address – Enter the address for a lookup to populate the additional address fields.
   6. Address1 – Address 1 of the branch.
   7. Address2 – Address 2 of the branch.
   8. City/State/Zip – City, State, and Zip (Postal Code) of the branch.
   9. County/Country – County and Country of the branch.
   10. Phone – Main phone number of the branch.
   11. Fax – Mani fax number of the branch.
   12. Web – Web address of the branch.
4. Select the Save button.