NEXA

Nexa: Contact Missing
  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 ...
Tue, 10 Jun, 2025 3:15 PM
Nexa: Can't find company
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...
Tue, 10 Jun, 2025 3:15 PM
Nexa: Can't create user profile - employee not in drop down
Problem When attempting to create a new user profile in Nexa, the employee's name is not appearing when searching the User Profile Name dropd...
Tue, 27 May, 2025 5:08 PM
Nexa Sales Details and Global Sales File (GSF)
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...
Mon, 21 Apr, 2025 9:33 AM
Nexa: Connect a Contact to an Event
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
How to edit Project volume in Nexa?
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 -&...
Wed, 1 Jan, 2025 8:47 AM
Nexa Company missing (Inactive Nexa Company)
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
Nexa web Products section missing
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
How to create a custom default index view in Nexa web
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
Nexa web Product section showing Products for all BUs
The Nexa Products section (added December 2023) is not restricted by BU like other sections. All users will be able to see all Products.  Here is how ...
Fri, 15 Dec, 2023 12:23 PM