407-248-1481
QuoteWerks Knowledgebase Topic (Article ID 6321)
Incorrectly Spelled User NameThis information applies to : |
Article ID 6321 Created/Updated December 24, 2015 Category Troubleshooting
|
|
| Issue:
I have created a user name in QuoteWerks and I spelled the users name incorrectly. QuoteWerks will not let me rename the user. How do I correct this? Solution A: Delete the User Name from the Utilities>User Maintenance Menu and then re-create the user with the correct name spelling. Solution B: (If the Sales Rep has already created and saved documents) A) Clone the existing user and name the user profile correctly (from the Utilities>User Maintenance menu) B) Reassign all the documents to the new user profile - using the procedure below: C) Delete the incorrectly named user profile ---------------Reassigning documents to a different Sales Rep------------------- Reassigning all documents from one Sales Rep to another: This will assign ALL of one sales reps documents to another sales rep. NOTE: In order perform this task, both Sales Reps must already exist in QuoteWerks Important!!! Make sure NO ONE is using QuoteWerks when you perform the following task!!! - Have everyone exit QuoteWerks - including yourself - Click on Start->Programs->QuoteWerks ->Tools and Information->Medic Utility - When the Medic Utility launches, select the Utilities>Data Manager for QuoteWerks Databases menu option - You will need to log into the Data Manager tool - Once the Data Manager Utility opens, you should be seeing the Tab labeled "Pre-defined System Database Queries" - Check the box labeled "Re-assign SaleRep's documents to another SalesRep" - Select the sales reps accordingly and click on Start - Once the window appears that states, "Queries have been executed," you may exit the Medic Utility. All documents will now be assigned to your specified sales rep |
||
|
|
©1993-2024 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)
Please Wait...