Controlling Which Names Appear in the Different Employee Drop-Downs
Have you ever looked at the CSR drop-down in Estimates and wondered why some names appear and others do not? As an Administrator of Midnight, you have control over which employee names display in the CSR and Sales Rep drop-downs on estimates and orders. (You can limit the options to just the employees that have each of those roles.)
In the Administration settings (accessed via the gear at the top-right hand corner of the system), you can update an employee’s information by navigating to the Employee List (on the left-hand side of Admin) a and then locating the employee’s name and selecting it by clicking the blue hyperlink. Once you access their record, click on the Roles tab (2nd option under their name in the blue ribbon). Within the Roles tab you are able to choose, where the employee’s name should appear in the drop-downs throughout the system when creating new records.
The different selections are:
- CSR – Assign a CSR to a Customer, Estimate or Order
- DP – Data processing personnel
- POs – Internal contact for a purchase order
- Sales – Assign a salesperson to a Customer, Estimate or Order
- Warehouse – Members of the inventory/warehouse team
When each option is selected, the employee’s name displays in the corresponding drop-downs in the system for selection when adding a new record. For example, I can flag my new sales hire solely as a salesperson so that his name cannot be selected as a CSR on an order. The different options control where you may select names to be associated to a record.
When you add a new employee to Midnight, verify the data on the Roles tab is correct so that their name may be properly associated to records.