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Select Recipients by Dealer User for Hierarchy Option

  • How To
  • Step by Step

Select Recipients by Dealer User for Hierarchy Option

Select users.

To select recipients by dealer user for hierarchy option:

n1

Click the Dealer Users button.

n2

Select the Choose recipients by Hierarchy option.
Select dealer recipients by hierarchy, step 1 of 4.

n3

Click the Next button to continue.

n4

Select a hierarchy by clicking on the box before the hierarchy.
Note: To expand the hierarchy to select specific options, click the plus sign.
Note: To de-select a hierarchy, click the box to remove the check mark.

Select dealer recipients by hierarchy, step 2 of 4.

n5

Click the Next button to continue, or click the Back button to return to the previous window.

n6

From the Available Fields box, select the eligibility options.
Select dealer recipients by hierarchy, step 3 of 4.
Note: To select multiple items, press and hold the CTRL key while selecting items.

n7

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.

n8

Click the Next button to continue, or click the Back button to return to the previous window.

n9

From the Available Fields box, select the positions.
Select dealer users by hierarchy, step 4 of 4.

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.

Click the Save button to save your changes, or click the Back button to return to the previous window.

Tip

To view your recipient selections after you select them, use the View/Print option in the Action menu.

Select Recipients by Dealer User for Hierarchy Option

  • How To
  • Step by Step

Select Recipients by Dealer User for Hierarchy Option

To select recipients by dealer user for hierarchy option:

  1. Click the Dealer Users button.
  2. Select the Choose recipients by Hierarchy option.
  3. Click the Next button to continue.
  4. Select a hierarchy by clicking on the box before the hierarchy. 
    Note: To expand the hierarchy to select specific options, click the plus sign.
    Note: To de-select a hierarchy, click the box to remove the check mark.
  5. Click the Next button to continue, or click the Back button to return to the previous window.
  6. Select the available eligibility options.
    Note: To select multiple items, press and hold the CTRL key while selecting items.
  7. Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
    Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.
  8. Click the Next button to continue, or click the Back button to return to the previous window.
  9. Select the available position options.
  10. Click the Copy button to move the selected options to the Selected box, or click the Copy All button to move all options.
  11. Click the Save button to save your changes, or click the Back button to return to the previous window.

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Tip

To view your recipient selections after you select them, use the View/Print option in the Action menu.

Select Recipients by Dealer User for Hierarchy Option

Select users.

To select recipients by dealer user for hierarchy option:

n1

Click the Dealer Users button.

n2

Select the Choose recipients by Hierarchy option.
Select dealer recipients by hierarchy, step 1 of 4.

n3

Click the Next button to continue.

n4

Select a hierarchy by clicking on the box before the hierarchy.
Note: To expand the hierarchy to select specific options, click the plus sign.
Note: To de-select a hierarchy, click the box to remove the check mark.

Select dealer recipients by hierarchy, step 2 of 4.

n5

Click the Next button to continue, or click the Back button to return to the previous window.

n6

From the Available Fields box, select the eligibility options.
Select dealer recipients by hierarchy, step 3 of 4.
Note: To select multiple items, press and hold the CTRL key while selecting items.

n7

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.

n8

Click the Next button to continue, or click the Back button to return to the previous window.

n9

From the Available Fields box, select the positions.
Select dealer users by hierarchy, step 4 of 4.

Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields box.
Note: To remove a selection from the Selected Fields box, select the option and click the Remove (<<) button.

Click the Save button to save your changes, or click the Back button to return to the previous window.

Tip

To view your recipient selections after you select them, use the View/Print option in the Action menu.

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