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Account Trade Show
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Index Account Trades Show-Search Criteria/Grid Account Trade Show-Details page Account Trade Show-Create |
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Additional Information CRM Trade Show |
The Account Trade Show maintains the Trade Shows for each Account (Customer or Prospect). With the Trade Show code associated to an Account record, you can create lists and compile statistics on the Accounts involved in your Trade Shows. The Trade Shows are maintained in the CRM Trade Show view.
| Note: The ability to create and update information in the Account Campaign view is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in the Account Trade Show view. For more information, see Role Master-Permissions. |
You can edit the Account Trade Show information in either the Search Criteria/Grid page, in the grid section, or on the Details page.
The following fields are available on the Account Trade Show view and are based on the order in which they appear in the grid on the search page:
- Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all Account Trade Show records. This field cannot be edited.
- Customer Code - displays the Customer Code for every record. This field cannot be edited.
- Customer Name - displays the Customer/Prospect name related to the Customer Code. This field cannot be edited.
- Trade Show - displays the Trade Show assigned to the Customer through the Create process. This field cannot be edited.
- Trade Show Description - displays the Description assigned to the Trade Show through the CRM Trade Show view. This field cannot be edited.
- Contact - displays the Contact assigned to the Account/Trade Show record during the Create process. You can enter a maximum of 30 alpha numeric characters in this field. You can edit this field as required.
- Telephone Number - displays the Contact's Telephone Number assigned to the Account/Trade Show record during Create process. You can enter a maximum of 21 alpha numeric characters in this field. You can edit this field as required.
- Account Manager - displays the Account Manager assigned to the Account in the Customer Master (SU13) view. This field cannot be edited.
- Sales Rep-SU - displays the Sales Rep assigned to the Account in the Customer Master (SU13) view. This field cannot be edited.
- Trade Show Manager - displays the Trade Show Manager assigned to the Trade Show in the CRM Trade Show view. This field cannot be edited.
- Trade Show Contact - displays the Trade Show Contact assigned to the Trade Show in the CRM Trade Show view. This field cannot be edited.
For information on the functionality of each button on the Account Trade Show Search Criteria Results/Grid page, click here.
