π§° Drop Down List: Add a New Installer
When bringing new installers into your dealership, youβll need to add them to the Installers dropdown list to ensure they can be properly assigned to projects.
πͺ Steps to Add a New Installer Dropdown Item
Open the Administrator Application
Launch the e-manage|ONE Administrator program.Navigate to the Drop Down List Setup
Go to:
Tools β Corporate Division β Drop Down List SetupClick on Installers from the list on the left.
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Add the New Installer
On the right-hand side, click New.
Enter the Installerβs name in the List It field.
Select the appropriate Corporate Division and any applicable Sales Divisions.
Click Save to complete.
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Additional Setup Required
Donβt forget to:Add the Installer as an Employee in the Human Resources module.
Set up pay rates and other HR details in the Employee Manager
π Refer to the Employee Manager guide for more details on completing this step