Table of Contents

1. Table of Contents
2. Description
3. Features
   1. Sort Entries
   2. Filter Entries
4. Link to Main Page

Description

The Assignment History page lists history of sales rep assignments for that individual client.

The data for the assignment history includes:

• Date assigned
• User assigned
• Client name
• Removed from (name of sales rep the client was removed from)
• Assigned to (name of the sales rep the client was assigned to)

Features

Feature -- Sort Entries

Near the top of the assignment history display area is a "Sort by" drop down menu.

Items can be sorted New-Old or Old-New. Default sorting is New-Old.

Feature -- Filter Entries

Near the top of the assignment history display area are two dropdown menus that can filter the entries based on certain criteria.

The "Removed From" dropdown allows the data to be filtered based on sales reps that have been unassigned from this client. Just click their name in the dropdown menu to filter items for only that unassigned sales rep.

The "Assigned To" dropdown allows the data to be filtered based on sales reps who have been assigned to this client. Just click their name in the dropdown menu to filter items for only that assigned sales rep.

Link to Main Page

Main Page -- Clients