Displaying a Representative Attributes in Business Card Format

The Representatives’ attributes are displayed as default in a table/grid format. There is an option to view this data in Business Card Format.

Proceed as follows:

  1. Click on the Representatives (1) module tab
  2. Click on the Department/Representatives tab (2). As a default, the Representatives’ attributes are shown in a Grid View format similar to an Excel format. However, for your preference, the data can be displayed in a business card format.
  3. To change the data display into card format, click on the Card View button (3).
  4. To edit the Representative attributes, press on the Edit button  (4)
  5. To delete a Representative from the list, click on the Delete button  (5).

 

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