Usage
Portofolio features are accessible from the main menu tab Patas-M Tools.
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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. - User Distribution: Allows advanced management of user groups. - Category Breakdown: Allows advanced management of native categories - Project Assignment: Allows access to projects assigned by the Portofolio module. - Task Assignment: Allows assigning tasks to a specific profile.
Has a session dedicated to Reports: Outstanding by customer: Allows to access the Management of outstanding invoices through a list of Third Parties as well. Outstanding by salesperson: Allows access to the Management of outstanding invoices listed by salespeople. Orders by Salesperson: Allows access to current orders by salespeople.
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Assigning users to the third party as salespeople
From the Patas-M Tools > Portfolio > Salesperson Assignment entry, display the existing assignments between your users and your third parties.
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Filtering affected third parties and commercials Use the filters to refine your search for third parties. Click the "Search" button to refresh the results page.
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