Pulling 5/9 Report from Security Trax
Essay by people • July 22, 2011 • Study Guide • 1,464 Words (6 Pages) • 1,573 Views
Pulling 5/9 Report from Security Trax
- Reports
- Report 148
-Sort by sale date (include all customers from previous year)
-Misc Specifications: Install equals false
-Misc Specifications: Cancelled equals false
-Tags-Does Not Have Any of The Following Tags
Pending House
Perm Cancelled
-Display
-Export to excel file
Sorting Excel File
-Delete top 5 horizontal rows
-1st vertical column
Sort by:
-Address (Delete all customers without/incomplete addresses)
-Technician (Delete all Sold to Dealer (STD))
-State (Delete states we don't install in (We install in FL, VA, WV, MD, CA, TX,
PA, OH, GA, KY)
-Install date (Delete all future install dates)
-Service Visit (Delete all future service dates)
-Phone number (Delete all without phone number, "0")
-Beacon (Delete "0" beacons)
-SAVE AS CSV FILE
Updating Five 9 List
1. Click Campaigns
2. RT click Pending No Install
3. Click stop Pending No Install
4. Click yes
Updating Five 9 List
1. Click Campaigns
2. RT click Pending No Install
3. Click stop Pending No Install
4. Click yes
1. Double click Pending No Install
2. Click on list
3. Find and highlight Pending No Install
4. Click remove
5. Click yes
6. Click apply
7. Click Ok
1. RT click list
2. Click remove list
3. Select Pending No Install
4. Click yes
1. RT click list
2. Click add list
3. Type Pending No Install
1. Click list
2. RT click Pending No Install
3. Click update Pending No Install
4. Click Smart Mapping
5. Save
Under Campaigns
1. Double click Pending No Install
2. Click list
3. Click add
4. Select Pending No Install
5. Click Apply
6. Click Save
Under Campaigns
1. RT click Pending No Install
2. Click start Pending No Install
Updating Five 9 List
1. Click Campaigns
2. RT click Pending No Install
3. Click stop Pending No Install
4. Click yes
1. Double click Pending No Install
2. Click on list
3. Find and highlight Pending No Install
4. Click remove
5. Click yes
6. Click apply
7. Click Ok
1. RT click list
2. Click remove list
3. Select Pending No Install
4. Click yes
1. RT click list
2. Click add list
3. Type Pending No Install
1. Click list
2. RT click Pending No Install
3. Click update Pending No Install
4. Click Smart Mapping
5. Save
Under Campaigns
1. Double click Pending No Install
2. Click list
3. Click add
4. Select Pending No Install
5. Click Apply
6. Click Save
Under Campaigns
1. RT click Pending No Install
2. Click start Pending No Install
1. Double click Pending No Install
2. Click on list
3. Find and highlight Pending No Install
4. Click remove
5. Click yes
6. Click apply
7. Click Ok
1. RT click list
2. Click remove list
3. Select Pending
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