Translations:Portofolio/7/en - Historique des versions

Liam : Page créée avec « == Usage == Portofolio features are accessible from the main menu tab Patas-M Tools.
{| class="wikitable" |- style="vertical-align:top;" | 550px |Your secondary menu then presents the following menu entries:
- Portfolio: The main entry allows the assignment of users to third parties as salespeople.
- Salesperson Assignment: Allows access to the Sales Portfolio Manager.

2025-01-29T15:02:44Z

Page créée avec « == Usage == Portofolio features are accessible from the main menu tab Patas-M Tools.<br> {| class="wikitable" |- style="vertical-align:top;" | 550px |Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as salespeople.<br><strong> - Salesperson Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong... »

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== Usage ==
Portofolio features are accessible from the main menu tab Patas-M Tools.<br>
{| class="wikitable"
|- style="vertical-align:top;"
| [[File:ModulePortofolio_Config4.png |550px]]
|Your secondary menu then presents the following menu entries:<br><strong> - Portfolio</strong>: The main entry allows the assignment of users to third parties as salespeople.<br><strong> - Salesperson Assignment</strong>: Allows access to the Sales Portfolio Manager.<br><strong> - User Distribution</strong>: Allows advanced management of user groups.<br><strong> - Category Breakdown</strong>: Allows advanced management of native categories<br><strong> - Project Assignment</strong>: Allows access to projects assigned by the Portofolio module.<br><strong> - Task Assignment</strong>: Allows assigning tasks to a specific profile.<br><br>Has a session dedicated to <strong>Reports</strong>: <br><strong>Outstanding by customer</strong>: Allows to access the Management of outstanding invoices through a list of Third Parties as well.<br><strong>Outstanding by salesperson</strong>: Allows access to the Management of outstanding invoices listed by salespeople.<br><strong>Orders by Salesperson</strong>: Allows access to current orders by salespeople.
|}
=== Assigning users to the third party as salespeople ===
From the <strong>Patas-M Tools > Portfolio > Salesperson Assignment</strong> entry, display the existing assignments between your users and your third parties.
{| class="wikitable"
|- style="vertical-align:top;"
| [[File:ModulePortofolio_Config5.png |850px]]
|<strong>Filtering affected third parties and commercials</strong><br>Use the filters to refine your search for third parties.<br>Click the "Search" button to refresh the results page.
|}