NEXA
Problem:
When looking in the
Contact Index you are not able to find a contact.
Limitations: The ability to view contacts is limited by access ...
Wed, 10 Apr, 2024 10:43 AM
Problem:
When looking at the Company Index you are not able to find a company/customer.
Best practice: How to find a company
Go to the com...
Mon, 13 May, 2024 2:14 PM
Nexa Admins typically create new user profiles in Nexa.
Important: Before creating a new profile be sure to check that the user does not already have...
Wed, 26 Jul, 2023 9:02 AM
Products are pulled into Nexa from M3 each night (Des Moines time) by an automated process. Products are not added to Nexa manually. The automated web job l...
Mon, 17 Jun, 2024 10:51 AM
The Sales Details section (launched in February 2024) in Nexa now uses data from the Global Sales File (GSF). The old Sales Details section was not incl...
Wed, 10 Apr, 2024 10:17 AM
The Event drop down field was removed from Actions and Contacts because it only allowed a Contact or Action to be linked to one Event. This was also causin...
Thu, 7 Sep, 2023 11:53 AM
1. Open the Project in Nexa, click on Edit button.
2. Edit the monthly Estimated Volume would sum up and show in the Estimated Sales -&...
Tue, 28 Nov, 2023 9:40 AM
If you are not able to find a Company the index or in a drop down, it may be because the Company is 'Inactive'. Inactive Companies are automatically...
Thu, 14 Mar, 2024 1:00 PM
In December 2023, a new section for Products was added to Nexa. This section is not included in the default Navigation Menu. So if users want to see the Pro...
Fri, 15 Dec, 2023 11:39 AM
In Nexa web indexes you can create your own custom views and set a default view.
Here is how to save a custom index view:
Filter, sort, and arra...
Fri, 15 Dec, 2023 12:22 PM