The customer wants a list of all the salespeople..

2.MaxMoney Setup

2.1.Resources

• The users will need the following resource on their role:
• Salesperson Detail Report

3.How to Access the Report

3.1.MAXMONEY

• Navigate to MaxMoney - Reporting - Administration - Salesperson Detail

3.2.Report Filters

• None.

3.3.Report Columns

3.3.1.Salesperson Information

• Salesperson’s name
• Short name
• Classification
• Enabled
• Record User
• Record Date
• Record Time
• User who last updated the salesperson
• Update Date
• Update Time