J.S. Paluch Co. s Secure Sales Site Open Cancellation Notifications Feature

Transcription

1 This feature allows you to find the advertiser details associated with open cancellation notifications, along with the date notified, canceled, and/or saved. Click the Search button without selected any criteria to view all open cancellation notifications. You can add optional parameters to your search by entering criteria in the list above the Search button. Data must meet ALL of the criteria specified. To select optional criteria: 1. Select the field from the Field dropdown list. Sales representatives have the option to select Ad Canceled, Ad Saved, Notification Date. 2. Select the operator from the Operator dropdown list that is populated based on the field selected. The operator determines how you are selecting data from the specified field. 3. Enter the value in the Value text box, or click the Lookup button to the right ( ) in order to select the value from a list of available values. A pop-up window will appear with a list of options. Hold the Ctrl button on your keyboard while you make selections with your mouse to select multiple values in the list. When you have finished making selections, click the green Select check mark to close the pop-up and automatically fill the value text box on the main page. See the picture below. 1

2 4. If you select the Notification Date field, the dates must be in the format MM/DD/YYYY. You can also use the calendar function to select the dates. To use the calendar function: Click on the box under Value and the calendar will pop up with today s date highlighted. See the picture below Select the month of the year and the day of the month. To navigate the calendar, click on the arrows on the top left or right side of the calendar. See the picture below. 2

3 5. If any of the inputs within a parameter line are not completely filled in, the line will be ignored. An example of a complete parameter line looks like this: 6. To include additional parameters, click the green + button to the left of the top row and a row will be added to the bottom of the list. To remove parameter(s), click the red x button to the right of the unwanted row. You may not remove the top row. Click the Search button to return open cancellation notification results. The page displays a table with the following fields sorted by most recent Notification Date: District, Sales Person, Customer ID, Name, Address, City, State, Zip Code, Phone, Publication, Notified Date, Saved Date, and Canceled Date. See the picture below. Note: Use the scrollbar at the bottom of the report area to view remaining columns. See picture above. The default list shows 20 cancellation notifications per page. If the search returns more than 20 notifications, the list will contain more than 1 page and page numbers will be displayed below the list of results. Click on the page number to navigate to the other pages. See the example below. 3

4 You can change the number of records listed on the page by selecting an option in the Page size dropdown list (20, 50 or 100 records per page). See the example below. Sorting Records You can sort the result set by clicking the text within the column headers on the table. All fields are sortable. Once sorted, information about how the data is sorted will be displayed to the left above the table. Add History Notes Users with permission are shown an additional column on the left side of the table with an image of sticky notes in the header and links to Add history notes for each publication. 4

5 Click on the Add link to open a pop up window that allows you to add a publication history note to the specific bulletin notes. The pop up window shows the publication ID and church name with the current Date, your User name, and the Note input area for the body of the note. Click the Save button to save an Ad type note to the database. All Notes can be viewed from the Advertiser Info page. Once the note is saved, click the Cancel button or the X button at the top right corner of the window to close the pop up. See image below. 5