Place My Representatives In Departments (i.e. - Commercial, Theatrical, Print, etc.)

If you would like to put your Representative in a specific Department (i.e. - Commercial, Theatrical, Print, etc.) simply do the following:

 


Step 1

 

Access the My Reps screen by going to the Top Toolbar and selecting:
Logs > Essentials Log > My Reps


 

 

 MyRepsMainScreen.gif

   


Step 2

Click the Edit Icon next to the Rep Company Name to open the Rep Company Details Screen .

 

RepCompanyMainPage-Edit.jpg


Step 3

 

Once you are in the Rep Company Details Screen click the Edit Icon next to the Representative's  Name to launch the Representative Details pop-up window.

 

RepCompanyDetails-Rep.jpg

 

Step 4

In the Representative Details pop-up window...

 

RepDetails-Susan.gif

 

...select from Department drop down menu the specific Department the Representative works in within the Rep Company.

 

qs-tag-fyi.jpg

ADD DEPARTMENT TYPE:

qs-myreps-add-dept.gif

Click the Add Icon next to the Department drop down menu to launch the Department pop-up window. Here is where you can add a Department Type that will from now on appear in the Department drop down menu to make for faster logging in the future!

 

Step 5

Click the “Update” button and close the 

 Representative Details pop-up window.

 

 

Step 6

Repeat Steps 3 through 5 to put all Representatives in their specific Departments.

 

That's it! 

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