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 ...

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...

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...

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...

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...

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 -&...

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...

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...

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...

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 ...