Add accounts (spec)

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Table of contents

1 Summary 2 Wizard 3 Need 4 History

Summary

A wizard for adding account numbers to RPM. This page expands on the Account page.

Wizard

• Simple wizard that is very similar to the Add account list for an account group.
• Allows the user to add multiple account numbers at once.
  • The user enters the number into a text box delimited by commas, line breaks, or tabs.
• The user selects a supplier then enters the numbers and clicks Finish. Any duplicates are ignored. The final page shows how many accounts were added and how many were duplicate.
• Link from customer details page

Need

With both Intelisys and SPN we found cases where it would have helped to be able to add accounts directly to RPM. The main reason is to be able to set up commission rules based on accounts without having data in yet. It seems sort of odd customers, reps, agencies, products, etc. can all be added without importing but account numbers can't.

History

• Earth: Feature added.
  • Before this accounts could only be created by the commission import.

• This page was last modified 16:10, 26 Sep 2006.
• This page has been accessed 944 times.

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• History

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