System Config

Product Config - Adding Structure Groups to a Product Structure Field
Summary Product Structures are a way of grouping products into a hierarchical order. They are useful for grouping products in brands and sub brands. Fie...
Wed, Feb 17, 2021 at 9:46 PM
Product Config - Adding a Group to a Product Group Field
Click on System Config > Product Config from the left menu. Click on the Description of the Field type that you want to add products to. Click...
Wed, Feb 17, 2021 at 9:48 PM
Product Config- Adding/Removing a Product from being a Member of a Group
Summary Membership allows you to associate products to a Group within a Product Field. Here, you can either: Move products to another group in the pr...
Wed, Feb 17, 2021 at 9:49 PM
User Types - Overview
Here you can: Create a User Type This may help you group users according to their role and provide them with the correct user permissions. Exclude spe...
Wed, Feb 17, 2021 at 9:50 PM
User Types - Creating a User Type
Summary Perenso offers an option to create different user types. This may help you group users according to their role and provide them with the correct u...
Wed, Feb 17, 2021 at 9:51 PM
User Types - Include/Exclude Specific Users from Reports
Summary You may want to include or exclude specific users from reports. For example, it makes sense to have Rep's in a Sales Report as they are usua...
Wed, Feb 17, 2021 at 9:54 PM
User Types - Restricting the editing of existing Call Objectives
Perenso Administrators have the option to allow and prevent editing of completed call objectives based on User Type. There are 2 ways to disallow the ed...
Wed, Feb 17, 2021 at 9:55 PM
Work Calendars - Overview
The main intention of Work Calendars is for reporting. The Work Calendar allows the administrator to set up what days the users are working and how many...
Thu, Feb 18, 2021 at 3:31 PM
Work Calendars - Creating and Assigning Work Calendars
Creating a Work Calendar Log into Perenso Administrator and click on System Config > Work Calendars. Click on Add New Work Calendar. Enter in ...
Thu, Feb 18, 2021 at 3:33 PM
Periods - Overview
On this page, you can create cycles or time frames that relates to your company. These can then be used for reporting purposes. You can view Periods Co...
Thu, Feb 18, 2021 at 3:34 PM