Category Archives: dynaMACS Support

Tip #1607 – Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep

Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep In our previous Tip #1606 we discussed how to automatically give a sales rep that is not currently assigned to a particular customer, credit … Continue reading

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Tip #1606 – How to automatically give a sales rep, that is not currently assigned to a particular customer, credit for a sales based upon the manufacturer

How to automatically give a sales rep, that is not currently assigned to a particular customer, credit for a sale based upon the manufacturer. dynaMACS makes it easy to automatically assign a sales rep to each entry. By default, this … Continue reading

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Tip #1605 – Analyze Sales & Commission data for Multiple Customers in a specific Buying Group

Analyze sales & commission data for multiple customers in a specific buying group in Sales IQ. By relating customers to a “buying group” customer, you can analyze the combined sales and commission totals for all the related customers. In addition, … Continue reading

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Tip #1604 – Did you Know that the Customer State and City can be Printed on Your Sales IQ Reports?

Did You Know That the Customer State and City Can Be Printed on Your Sales IQ Reports? When selecting the Print button from the Sales IQ Customer screen, the report does not display the customer’s state and city as you … Continue reading

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Tip #1603 – How to Delete a dynaMACS Mobile User

How to Delete a dynaMACS Mobile User You must first delete the mobile user from the dynaMACS Mobile Configuration screen and then delete it from the User Class Maintenance screen.  Below are the steps required to delete a dynaMACS Mobile … Continue reading

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Tip #1602 – Did You Know That You Can “Catalog” (Save) Your Commonly Used Reports

Did You Know That You Can “Catalog” (Save) Your Commonly Used Sales Analysis Reports? This Enables You to Easily Print the Same Report in the Future. The Sales Analysis report feature in dynaMACS provides the ability to save a sales … Continue reading

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Tip #1601 – Looking up and Changing Information “on-the-fly” in Sales Entry

Looking up and Changing Customer, Manufacturer and Sales Rep Detail Information During the Sales Entry Process dynaMACS provides the ability to look up detailed information, make changes or add a location  “on-the-fly” during sales entry. Example: In the following example … Continue reading

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Tip #1512 – Finding Customers for a Certain Manufacturer Easily Using the Smart View Locator

Finding Customers for a Certain Manufacturer Easily Using the Smart View Locator You can find customers in a zip code that buy from a particular manufacturer by using the Smart View Locator from the Manufacturer Viewer screen. Example: In the … Continue reading

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Tip #1511 – Transferring History to Current Sales Rep

Transferring History to the Current Sales Rep is Now Easier in dynaMACS 2015! Enhanced Sales Rep Transfer The Transfer Sales Rep History has been enhanced and moved to the Manufacturer/Customer/Sales Rep Transfer/Combine 1 screen.  In previous versions of dynaMACS selecting … Continue reading

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Tip #1510 – Newly Enhanced Graphing Features in 2015

Have you Checked out the New Enhanced Graphing Features in dynaMACS 2015? dynaMACS has made the graphing capability easier than ever.  We have created an instant graph option and a simpler way of placing the graph in other software.  The … Continue reading

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