🧰 Drop Down List: Add a New Installer

🧰 Drop Down List: Add a New Installer

When bringing new installers into your dealership, you’ll need to add them to the Installers dropdown list to ensure they can be properly assigned to projects.

🪜 Steps to Add a New Installer Dropdown Item

  1. Open the Administrator Application
    Launch the e-manage|ONE Administrator program.

  2. Navigate to the Drop Down List Setup
    Go to:
    Tools → Corporate Division → Drop Down List Setup

    • Click on Installers from the list on the left.

     

  3. Add the New Installer

    • On the right-hand side, click New.

    • Enter the Installer’s name in the List It field.

    • Select the appropriate Corporate Division and any applicable Sales Divisions.

    • Click Save to complete.

     

  4. Additional Setup Required
    Don’t 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

📘 Refer to the Employee Manager guide for more details on completing this step