Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Field nameDescription
URL Pattern 

The widget will activate when the customer browses a particular page or pages. 

Use the '*' wildcard to include all like pages, or exclude a page using '!'

User Authenticated StatusDefines the layer based on Logged In users (Authenticated), Logged Out users (Anonymous), or Any user.
RoleDefines the layer based on the role of the user. You can include, or exclude any role from the list.
Account

A single account code, or a list of debtors from PRONTO that should be included (or excluded) from this layer.

Bill-to AccountSimilar to the Account option, this specifies a Bill-to Account filter, using an include or exclude.
CataloguesIf your site uses Custom Catalogues, you can define a layer based on what catalogue the user is browsing. Specify the Global Catalogue, any Custom Catalogue, or a list of Custom Catalogues.
Customer Filters

There are several Customer fields integrated from PRONTO ERP that can be used to define a layer, including:

  • Industry Group Codes
  • Marketing Flags
  • Warehouses (i.e. the current customer's Warehouse)
  • Rep Codes (i.e. the current customer's assigned rep code)
  • Territories
  • Customer Types
  • Company Masks
  • Industry Sub Groups

Any of the above can be done as a list (separated by commas), and can be set up to include or exclude the values supplied.

User Email PatternDefines a layer of users based on one or more email patterns.
User GroupsUser defined set of users. (See User Group Filtering help for more details.)



Additional Information


Multiexcerpt
MultiExcerptNameAdditional Info
--

...