Web Tips and Tricks
Account Managment
- How to Access Repsly's Insights Dashboards as a Third-Party User
- Password Policy Update: Strengthening Your Account Security
- How to Activate Check-Out Radius
- Managing Your Repsly Users
- Why should I update my password?
- How to reset password from the Backoffice
Activity feed
- How to save filters
- How to comment on activities received from the field
- How rep activities in different time zone are displayed
- How to export your Place visit report
- How to delete activities from the web (photos, notes, forms, orders)
- How to review the location and activities of your field team
API documentation
Audits
Best Practices
Files
Forms
- New Form Preview and Editing Experience on the Web
- Set Form Visibility by Custom Rep Attributes
- How to add conditional questions and question groups to Forms
- What does Auto-fill on open in Forms mean
- How to assign Forms to specific Places or Reps
- How to Use Multiple Choice Selections in Forms
Getting started
Matrix Forms
Messaging
Notes
Photos
Places
- How to assign tags to places in bulk
- How to update your place geolocation in the Backoffice
- How to use Map Selection for greater control creating territories, scheduling work, and managing Places
- How to Organize and Manage Your Large Customer Accounts in Repsly
- How to use Accounts
- How to export your place visit list
Products
- How to set up Product Custom Attributes
- How to use Custom Product Attributes
- Bulk Management of Additional Barcodes via Product Import/Export
- Adding & Scanning Multiple Barcodes Per Product
- MIN & MAX product quantities on Pricelist
- How to configure your Product Catalog in Repsly
Projects
- How do I know if a project is published to the job board?
- How can I tell how a project is performing on the job board?
- How do reps claim and execute jobs?
- How can I edit representative parameters?
- How can I import a list of project visits?
- How do reps find jobs?
Reports
- How to Report on Your Form Data From The Field
- How to use the Ranking report
- How to use your Rep and Place Report tab
- How to set up automated emails for Reports
- Introduction to the Reports tab
- Introducing Insights Dashboards!
Schedule
- Improved Schedule Timeline View In Web App
- Improvements to Schedule Import/Export
- What is new in our Schedule feature
- How to set all Tasks as mandatory
- How to delete multiple scheduled visits
- How to export Schedules
Sales Documents
- How to enable discounts for your Sales documents
- How to organize your Sales documents by editing / adding Tags
- How to assign Price lists to your Sales Documents
- How to create your Sales documents
- How to find and export your Sales documents sent to the Repsly Backoffice
- How to filter your Sales documents by Status or Tags
Territories
Users
- Evolution of the Repsly Web Application with the Introduction of User Feature
- Unified User Migration Details
- How to import user list
- How to export new user list
- How to reactivate or deactivate users
- How to manage your representatives with custom attributes