1.92 Work Center Setup

Related Articles 8.15 The Work Center 1.0 Searchable Table of Contents - By Topic

The Work Center is a customizable dashboard tool built into Tradepoint for both convenience in functionality for business environments to provide optimal performance and to track any and all activity with Customers. The Work Center is role based and can be pre-configured based on your roles (ideal for Sales Force Automation and Management) within your company.

If your Work Center dashboard is enabled, within your Employee profile it will be visible immediately on the main window when you login to Tradepoint .

The Work Center  must be activated within the Preferences section of an Employees file to open automatically when a User Logs into Tradepoint .

There are two ways to access the Preferences for an Employee profile.

1.     Directly through the Employee profile within the Employees section.

2.     Through the Personal Tab at the top of your screen next to the Tools Tab.

From the Personal Tab(shown below) click on the Preferences icon and you will see several windows including a Work Center window.

Be sure to check off the box you see below to activate the Work Center.

When the circled box above is checked then the Work Center will be enabled. Now when the User logs in the Work Center will be the first thing shown on the screen.

The Work Center can be accessed at any time by clicking the Work Center icon visible at the top of your window.

The Work Center dashboard has built in drag and drop functionality for easy configuration. The type of configuration can be determined by your company. Below is an example of an active and configured Work Center.

If your Work Center has not already been configured for you then configuring your Work Center can be done easily through drag and drop functionality built into the interface.

The example below show the Work Center in design mode when it has not been configured. To access the Design Mode click the design icon  found in the lower left hand corner of the main window you see when you log in to Tradepoint.

Each of the icons labeled Process, Tasks, and Sales have different controls within that group that you can choose to be in your Work Center by dragging them onto the grayed out screen and dropping them where you would like them to be.

Process - Process includes three sets of functions grouped together. They are shown in the example above. 'Find' includes all the searching tools you need to search for anything in Tradepoint . Work Flow is a series of tools allowing you to generate open orders, Quotes, Invoices, Call Logs which you then assign contact information to after the fact and tools to generate new contacts.

For example, if you are in a Call Center, the Call Center icon will open a new unassigned Call Log for you automatically. You can assign the Call Log to an existing Customer or create a new Customer file after the fact. In the case of Orders and/or Invoices an open order or Invoice will be generated where you can create a new contact after the fact or assign existing contact information after the Order or Invoice has been created.

Tasks - Tasks includes a set of functions that can be dragged and dropped onto the grayed out part of the window. The icons included under the Tasks icon  will be shown in the left side of the screen the same way the Process icons are shown in the example above. Open opportunities can also be utilized and is an ideal tool for sales force automation and management.

For example, a Sales Manager would be able to view all of the Open Opportunities to any sales people assigned to him and a CEO would be able to view any Open Opportunities within the entire company.

Any open Opportunities would be listed here in the format shown in the example above. Double clicking on any listed Opportunity would open the details screen allowing you to drill down into the details including any attached Tasks, Documents, Appointments and Past Forecasts associated with a specific Open Opportunity.

Sales - The Sales icon  includes Sales Forecasts and built into the group of drag and drop controls. This is a graphic visual of the Open opportunities tool ideal for Sales Managers or CEO's looking to have an over view of all sales activity.

Projected Sales is the graphic view of Open opportunities that will show all Open Opportunities in a bar graph form for all sales profiles within your organization. This is an ideal tool for executives and Sales Managers looking for an over view of all activity by Sales Rep.

Accounting -  View any incomplete Invoices or Bills as the occur within your Company. Go directly to that Bill or Invoice by clicking on any one that is listed in this section of your Work Center dashboard.

Ideal for Accountants and managers to ensure that every transaction is Invoiced and that all Bills get completed and processed in a timely manner without slipping through the cracks.

Appointments - Your Daily appointments can be viewed here at a glance. New Appointments can also be created directly from your Work Center dashboard.

Keep track of daily Appointments at your finger tips. This function will update any changes in your schedule when you click on the update icon in the lower left of the Appointments section of your Work Center.

Once you have configured your Work Center you can redesign your Work Center can be adjusted or redesigned by clicking the Design icon to access Design mode. When you are in Design mode icons and groups of icons can be dragged from the main window back into the tool bar on the left of the window so you can start again. They will automatically be associated with the correct group of icons so you can adjust or start over and redesign the controls of your Work Center.

Some of the tools such as Appointments will have fields that you can adjust or remove within the tool. Simply right click on that section to open the Column Chooser. Drag and Drop any of the fields from the tool into the Column Chooser or vice-versa.

Closing the Column Chooser will save your changes automatically.

Most of the tools within the Work Center are dynamic and will update your information. The image below shows Appointments and the update icon in the lower left hand corner of the window. Clicking on that icon will automatically update your Work Center with the most current synchronized information in your Tradepoint. Logging in and out of Tradepoint  will also update your Work Center. For the tools that do not show the update icon they will update as Tradepoint synchronizes.