Template:Executives: Difference between revisions

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Default name that appears is as entered in the Client and Brand file of the selected brand. For more info see [http://userwiki.neosys.com/index.php/Client_%26_Brand_File#Executive Executive in Client and Brand File]
Default executive name is picked up from the Client and Brand file of the selected brand, otherwise it is updated with the current user's User code as shown in the User details page in NEOSYS. For more info see [http://userwiki.neosys.com/index.php/Client_%26_Brand_File#Executive Executive in Client and Brand File]


If no executive name is entered in the client and brand record this is updated with the current user's User code as shown in the User details page in NEOSYS.
If you want to remove executives from the list, see [http://userwiki.neosys.com/index.php/Agency_FAQ#How_do_I_remove_executives_that_are_no_longer_present_or_required_in_NEOSYS.3F How do I remove executives that are no longer present or required in NEOSYS]
 
In case of inactive executives or duplicate names for an executive if you want to remove them from the list of executives use the edit button next to the Executive field. Then add a reason for being inactive and save the file. All the executives saved with a reason in Stopped field will not appear in the list of Executives. You can reactivate an executive if you remove the Stopped reason from the file for that executive.

Latest revision as of 07:15, 29 September 2015

Default executive name is picked up from the Client and Brand file of the selected brand, otherwise it is updated with the current user's User code as shown in the User details page in NEOSYS. For more info see Executive in Client and Brand File

If you want to remove executives from the list, see How do I remove executives that are no longer present or required in NEOSYS

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