There are 4 ways to retrieve an associate record in WinMORE for viewing or modification.
- Enter the MORE ID directly
- Search by Last Name
- Select from a list of Active Associates (Status A)
- Select from a list of associates in a specific status (you can select one or more of the status codes (Active, PO, VR, R)
Once you have a record open, refer to the information on for each tab for modifying information.
- Associate Tab
- Commission Tab
- Profit Share Tab
- History Tab - unused at this time.
Begin by going to the Associate Record screen:
- Click Enter
- Click Associates
If you know the last 4 digits of the MORE ID, you can enter them directly in the ID field to open that associate record.
To locate an associate record by last name:
- Click Read
- Click on Name Search
- Enter the Name
- Click OK and select the associate from the list.
Once you have opened the record you can view or make changes on each of the tabs.
NOTE: If you are unsure of the spelling, enter the first couple characters and click the down arrow to the right of the name field. A list of names will appear. Select from that list to search on the last name you select.
To locate an associate record from a list of Active Associates (Status A):
- Click Read
- Click on Active List
- Click OK and select the associate from the list.
Once you have opened the record you can view or make changes on each of the tabs.
To locate an associate record from a list of associates with specific status(es)
- Click Read
- Click on Status
- Select the Status(es) you wish to see
- Click OK and select the associate from the list.
Once you have opened the record you can view or make changes on each of the tabs.