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#1 2011-10-20 12:07:41

Salcogroup
Member
Registered: 2011-07-04

Rep data

I had my ipad setup with 1 reps data.  I wanted to replace the data with another reps data so I selected "Force a full download".  I changed the rep restriction. Then i downloaded from the cloud.  The customers havent changed on the ipad, but i have two reps that i can log on with which are the previous rep and the new rep i chose. What did i do wrong?

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#2 2011-10-20 13:11:52

Salcogroup
Member
Registered: 2011-07-04

Re: Rep data

I have reset the database and downloaded again.  This has wiped all products and customers off, but i can logon with the new rep i selected.  What have i done wrong now?

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#3 2011-10-20 13:16:18

admin
Administrator
Registered: 2008-02-09

Re: Rep data

Whenever you add, change or remove the rep restriction for an iPad you are effectively removing the existing Sales Presenter data (including any orders) on that iPad and starting again. For the restriction change to take effect you should use the Reset Database option within Sales Presenter and then perform a download from the cloud.

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#4 2011-10-20 14:56:42

Salcogroup
Member
Registered: 2011-07-04

Re: Rep data

Just did this and there are still no customers.

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#5 2011-10-20 17:02:38

admin
Administrator
Registered: 2008-02-09

Re: Rep data

We've found an issue caused by the addition of a new field to the customer file in preparation for a future update. This has now been corrected. If you force a download again your customer data should be downloaded ok.

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#6 2011-10-21 09:30:40

Salcogroup
Member
Registered: 2011-07-04

Re: Rep data

Thanks. That has worked now.
Can i have multiple rep data on one device?

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#7 2011-10-21 16:55:02

admin
Administrator
Registered: 2008-02-09

Re: Rep data

The rep restriction setup has now been enhanced to allow you to select more than one sales rep. The customer data for all selected reps can then be downloaded onto an iPad.

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#8 2016-04-11 14:44:39

S K Maxx Ltd
New member
Registered: 2016-03-10

Re: Rep data

I do not have iPad instead I have asus note pad, is there an app for android users or need to have iPad.

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#9 2016-04-11 15:28:29

admin
Administrator
Registered: 2008-02-09

Re: Rep data

SalesPresenter is currently only available on Apple devices.

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#10 2016-07-17 12:00:48

S K Maxx Ltd
New member
Registered: 2016-03-10

Re: Rep data

I am not able to login into my iPad app. How can I change my reps login details.

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#11 2016-07-18 09:11:36

admin
Administrator
Registered: 2008-02-09

Re: Rep data

Rep passwords are setup in the Reps CSV file.

To view your previously uploaded Reps CSV file, you can download it via the File Management > Manage Data Files section of your cloud account.

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