About Reports

I don't see the reports that I could view before (Reconciliation, Production, Route/Stats, etc). Where did they go?

All of the above reports are still available, but are now under different names

                             OLD NAME                                                        NEW NAME

                         Account Status                                               Status and Special

                          Reconciliation                                                    Commissions

                       Production/Stats                                                    Production

                            Route/Stats                                                       Technician

What's the difference between the 'Special' report and the 'Status' reports?

The difference is in how each gets pulled. The new Special reports have different searching capabilities than the original Status reports. By selecting the Rep/Tech dropdown, on the Special reports, you can choose which employee you want to run the report by. Also, the Special report allows you to run the report by either the Sale Date or Installation Date (depending on your preferences).

**NOTE** Eventually, the Status reports will be phased into the Special.

I'm having a problem when I try to open a work order.  What do I do?

There are several possible causes of this problem. 

First, make sure your pop-up blocker is turned off in your internet browser.  To see instructions on how to do this, click How to Turn Off Pop-Up Blocker.

Next, make sure you have a PDF file reader.  Some retailer files (including DirecTV and Econnect) come in PDF formar.  To open these file you need a PDF file reader.  To download one, click the following link: http://get.adobe.com/reader/.

Also, make sure you have rights to see contracts.  Anybody with HR rights can find these under any Role or User account under Buttons> Customers List> Contract, and also under Buttons> Leads and Customers List> Qualify Customers.