General
Community
- Setting Up
- For Buyers
  - Buyer Overview
Admin
- Approving a New User
- Wish List Maintenance Webinar
  - Wish List Maintenance Webinar
- Managing Users
- Managing Documents
  - Doc Section
- Marketing Admin
  - Marketing Admin- Adding Marketing Assets
  - Changing or Deleting Product Images
- Marketing Tab
  - Managing the Marketing Tab
- Data Maintenance Tab
- Verifying Users
  - Verifying Users
  - Verifying Users Tutorial
- App Set Up
- Managing Your Users
  - Managing Your Users
- Inviting Your Buyers
  - How To Invite Your Buyers
  - Invite Your Buyers (Multiple Users and Customize the Email)
- Admin Panel
Reporting
- Reports Training Tutorial
  - Reports Training Webinar
- Availability Report
  - Availability Report
- Order Summary Report
- Order Detail Status
  - Order Detail Status
- Top Accounts
  - Top Accounts
- Multi Currency Display - Order Status/Invoice
  - Multi-Currency Display in Order Status/Invoice
Getting Started
- New User Demo
  - New User Webinar
- Order Entry
- Pulling an Availability Report/ATS Report
  - How to pull an availability report. ATS report.
- Customer List Report
  - Customer List Report
Assortments
- Wish List Tutorial
  - Wish List Webinar
- How to Create an Assortment
  - Creating an Assortment
- Creating a Line Sheet
  - Creating a Line Sheet
- Wish List Cover Images
  - Wish List Cover Images-What is the best size for emailing the wish list?
- New Wish List Features
  - New Wish List Product Assortment Layout, Emailing a Wish List and Buyer View of the Product Assortment
  - Pricing Tier & Inventory adjusted for Assortments (Admin Only)
- FAQ's
  - How can you delete an assortment?
B2B Users
- Getting Started
- FAQ
  - How do I change my ship to or billing information?
  - I Forgot My Password
- Order Status
  - Order Status
- Tracking Information
  - How Do I Find My Tracking Number?
API
- Generic Integration Module
- API Docs
  - FAQ: Current Insignia Limitations
  - Sales person hierarchy for My Orders and Reports
New Features
- Multi Order Validation
  - How to Use the Multi-Order Validation Tutorial
- Using the Zoom
  - Using the Zoom
- Branded Landing Page
- Thank You Modal
  - How to Set Up the Thank You Modal Page
- Manage Users New Features for Admins
  - New Features Manage User Tab
  - User Entry Report Enhancements
CCH- Customer Communication Hub- CRM for OUR Industry
- CCH- Customer Communication Hub
Excel Import Export Order Form
- Excel Import Export
Events
Marketing
- Changing the Background Image
  - Admin-Changing the Background Image
- Marketing
  - Marketing Tab for Admins
- Adding Videos Per Product
  - Using HTML to Add Videos to the Product Pop Up
Digital Catalog
- Digital Catalog Editor-Creating Your Digital Catalog
- Browsing and Marking Up the Digital Catalog- Creating and Shopping a Favorites List
- Ordering From the Digital Catalog
- Setting Permissions
  - Setting Permission in the Digital Catalog
  - Sharing Your Catalog-Tutorial on Setting Permissions
- Adding a Canvas Page
  - Adding a Canvas Page to the Digital Catalog
  - Tutorial on How to Create a Canvas Page
- New Assortments Tab
  - Creating an Assortment
  - Setting Permissions for Assortments
- Creating an Assortment with Embroidery
  - Creating an Assortment with Embroidery
- Favorites List Workflow
  - Favorite's List Workflow
- Catalog- Single Page Mode for Smaller Form Factors
  - Catalog- Single Page Mode for Smaller Form Factors
- Creating Order From Favorites- Using the Multi Delivery Board
  - Creating Order From Favorites- Using the Multi Delivery Board
Virtual Showroom
- Video Demo of Virtual Showroom
- Linking a Showroom or Technical Video to a Feature Page
  - Linking a Showroom or Technical Video to a Feature Page
FTP
- SFTP
  - Connecting to the SFTP
Software Updates
- 2021
- 2020
RepSpark GO APP
- Update RepSpark Go App

Accounts Overview

Meghann Butcher

Modified on: Tue, 28 Aug, 2018 at 1:09 PM

Click on the below for an overview of the Accounts tab

https://share.vidyard.com/watch/ReiCFHfvCxubw2dBBqewZj