In SalesPartner, every database contact can be assigned their own unique Link Code. Codes (in correlation with salesperson IDs) are also used to grant ownership of contacts to salespeople including the office itself. Codes facilitate the synchronization of contacts from a central server to salespeople. By default, all salespeople are allocated their own code which is their ID. Note: each salesperson has a hidden contact record which can only be revealed by adding a contact status salespeople. Salespeople are normally maintained in More > Settings > Salespeople.
Fact: Every contact and salesperson code must be unique.
If a contact record happened to share the same code as a salesperson, this could result in the incorrect names showing on reports such as OfficePartner top sheets.
How is a contact linked to a salesperson?
When a new contact code is generated, the code prefix will be that of the salesperson who they are assigned to. So for example any contacts who are assigned to salesperson ID GD, their codes will begin with GD.
Important Settings
If an office wishes to allocate contact codes to specific salespeople, they can enable the following settings:
In SalesPartner > More > Settings > INI Settings > Contact Entry Tab
- Generate Codes Automatically
- Where agents have ID codes that are four or more characters long, increase the LinkCodeLength to 10 (maximum)
How to changing a contact code
If a contact has an existing code and you wish to re-assign them to another salesperson, first change the salesperson ID and then click New Code to automatically generate a code.
Bulk operations
You can select multiple contacts and allocate them with new codes via Contacts > Tools > Advanced Tools > Give Code. Each contact will be granted a code that corresponds to the salesperson they are linked to.
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