Connection Tips

Here are some general tips for simple tasks when working with connectionsClosedConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned. (entities) in SalesConnect.

  1. With a page showing details for a connection displayed, select when it's available. It's included on the Information tab on detail pages for most connections. The fields in the section change to ones in which you can edit values.
  2. Make changes as needed.
  3. Select to save changes. The fields should switch back to ones you can't directly edit.

You can also change information using tabs and other controls on connection detail pages. You may be asked to confirm some changes; once confirmed, those take effect immediately.

  1. In a table listing connections, if you want to limit those included, select checkboxes for those you want. To include all listed connections, don't select any checkboxes.
  2. Select Rep Quick Report in the Select a Group Operation dropdown list above the table. You may be asked to confirm, if you're printing for all listed connections. A message indicates that your request has been received; you'll be alerted when it's done, and you can select the alert to see the printable report.

You can also print the table: Select Print above it.

  1. Display the connection's detail page, by selecting a connection from your bookmarks or history, or by searching.

  2. On the TerritoriesClosedIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. tab, select to make territory locksClosedA territory lock can be used to override automatic territory assignment for an office, rep, rep partnership, team, or plan sponsor. When you lock a territory for one of these connections, you must specify the territory to be assigned to that connection. When a territory assignment has been locked for a connection, any territory realignment process does not change the territory you have set manually. editable. (If isn't available, you don't have permission to change locks.)

    To add a lock for a category: If necessary, select the icon to ensure that is shown, select the territory you want to assign in the adjacent dropdown, and then select . The tab is refreshed to show Updated information that includes the date and time of the lock and your operator ID.

    To clear a lock: If necessary, select the icon to ensure that is shown, , and then select . Current territory definitionsClosedA territory definition specifies characteristics that define a named territory in a territory category version. Definitions can include countries, states/provinces, ZIP/postal codes, distribution channel and subchannel, firm association and other criteria, when appropriate. are used to assign the appropriate territory.

Using a saved cubeClosedIn analytics, a cube is a data set that combines several dimensions on which you can basis your analysis of data. A dimension is a set of related attributes; for instance, some of the key attributes in a transaction dimension would include: transaction gross amount; transaction posting day, month and year; and transaction type. Each dimension relates to one or more groups of measures in the cube; each measure represents a column that contains quantifiable data, usually numeric, that can be aggregated. Attributes may represent all of the data in a column or part of it; for instance, a single date column can represent multiple attributes: the transaction posting date column yields transaction posting day, month and year attributes., you can analyze data for a connection in a pivot tableClosedA pivot table is an interactive table that allows you to summarize data—to count, total, rank or average data—in a result set, by dragging and dropping results columns to different rows, columns, or data positions. You can arrange pivot tables dynamically; for example, if you are working with a pivot table summarizing trade data, you may be able to easily rearrange the data elements used in the pivot table so that it summarizes the data based on rep or date groupings or on trade class. This process of rearranging the table is known as pivoting your data; in other words, you're turning the same information around to examine it from different angles..

  1. Display the detail page for the connection, by selecting a connection from your bookmarks or history, or by searching. See Searching for Connections.
  2. On the detail page, select , and then Analyze. A pivot table for the default cube is shown, loaded with data for the connection with which you're working. See Analyzing Data Using Pivot Tables for more information; you can analyze data for groups as well.

You can use the Registrations tab of the detail page for a repClosedA rep is perhaps the most important contact connection in the intermediary business hierarchy. Each rep is an individual who sells funds and is affiliated with an office (and through the office, with a broker/dealer firm). Reps may also be referred to as "financial advisors." Possibly the most critical information you can track for reps are aliases, also known as trading IDs. Aliases are the IDs that associate transactions and assets with each rep. If you need to write queries or reports: The primary data for reps is stored in the Contact and Rep Profile tables. The Rep Alias table stores trading IDs associated with reps. to see any additional registrations for that rep; the left side section shows any Secondary Firm Info and the right side shows any Tertiary Firm Info. You may be able to add or change registration information in both sections.

  1. With the Registrations tab of the detail page for a rep displayed, select in the section you want. The fields in the section change to ones in which you can edit values.
  2. Make changes as needed. If appears next to a field, you can select it to display a drill popup you can use to search for values for that field. When you choose values, the popup closes, and those values are listed below the field.
  3. Select to save changes. The fields should switch back to ones you can't directly edit.
  1. With a page showing details for a rep displayed, select when it's available. It's included on the ContactClosedAny individual person tracked in SalesConnect is a contact, which is one type of connection. So, reps, firm contacts, and office contacts—are all contacts. Partnerships and teams are also treated as contacts in SalesConnect, because you usually need to work with them in the same ways. Information tab. The fields in the section change to ones in which you can edit values.
  2. Select the appropriate Short-Term Trade Date.
  3. Select to save changes. The fields should switch back to ones you can't directly edit. If the interval for which short-term trade flags remain current has not passed, the Short-Term Trade Date you set is shown on the Contact Information tab with a red labelClosedA label is like a tag, a convenient way for you to mark records so that you can easily find and work with them later. Most labels are tagged to key connections. For instance, you could create a label called "Top Reps," and then assign this label to the top-producing reps with which you work. Since you can search for connections with a particular label assigned to them, you can easily retrieve the list of reps who have been assigned this label. However, you can also define transaction account labels that may be systematically applied to the transactions and assets imported to SalesConnect, so that it's easy to find and work with those transactions and assets later.. For instance, if today is February 18, 2020, the interval set for your SalesConnect system is 30 days, and the date you entered was February 3, 2020, you'll see the Short-Term Trade Date on the Contact Information tab. Your SalesConnect representative can tell you what interval has been set for your SalesConnect system.