the Knowledge Xfer, Issue 61: Regions and Regional Managers

Owned by Brendan Sweeney
Feb 15, 2023
2 min read

 

 

 

Hey Brendan ,

Welcome back to the Knowledge Xfer! This week we released a major update, introducing a whole lot of new features. If you haven't yet, check out the release notes to see everything that was included.

Today we're going to highlight a modest, but important change that you need to look out for in your account. With the new release, we've added validation to the State/Region associated with a Facility address.

Why does this matter?
You may have noticed that we added 1) functionality to support Regions and 2) a new role, Regional Manager. This new functionality will allow you to track your sales by region, AND assign those regions (and everyone in them) to a Regional Manager (if you need Regional Manager licenses, let us know). In order to make that all work, the states and regions need to be consistent and validated.

After all, reporting on Regional sales wouldn't work that well if you had multiple regions referring to the same thing (ex. CA, California, Califonia, etc.). This way we ensure the data is standardized and your reports are correct ;)

 

Customer Success

To see all of our past Knowledge Xfer issues, check out the Knowledge Xfer archive!