Salesperson User Mapping

Salesperson User Mapping - Fields

Sage 100 User Logon

Enter the Sage 100 user logon, or click the Lookup button to list all user logons. This user logon allows a Sage CRM user to access Sage 100 tasks. This field is available only if the Use Unified Logon check box is cleared in System Configuration.

Sage CRM User Logon

Enter the Sage CRM user logon, or click the Lookup button to list all Sage CRM user logons. This user logon allows the salesperson to access Sage CRM.

Division

These fields display all of the divisions set up in Division Maintenance and can only be viewed.

Salesperson ID

Enter the salesperson ID of the salesperson associated with the Sage 100 user logon and Sage CRM user logon for this division. Click the Lookup button to list all salespersons in the division that are not already assigned to a Sage 100/Sage CRM user logon combination.

Type a new salesperson ID to add a salesperson record using Salesperson Maintenance (On the Fly).

Note If divisions are not set up and you enter ALL as a salesperson number to create a salesperson on the fly, you will not be able to enter a record for that salesperson in Line Item Commission Maintenance.

Salesperson Name

This field displays the name of the salesperson selected in the Salesperson ID field, and can only be viewed.