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Select Recipients by Dealer User for Geography Option

  • How To
  • Step by Step
  • Process

Select Recipients by Dealer User for Geography Option

Select users.

To select recipients by dealer user for geography option:

n1

Click the Dealer Users button.

n2

Select the Choose recipients by Geography option.

Select dealer users by geography, step 1 of 4.

n3

Click the Next button to continue.

n4

From the Affiliate drop-down list, select an affiliate.
Note: The default setting for affiliate is "All."

Select dealer users by geography, step 2 of 4.

Select recipients.

n5

From the Division drop-down list, select a division.
Note: The default setting for division is "All."

n6

From the Available Fields box, select the state / province.
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.

Select dealer users by geography, step 3 of 4.

n9

From the Available Fields box, select the eligibility options.

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

From the Available Fields box, select the positions.

Select dealer users by geography, 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 Geography Option

  • How To
  • Step by Step
  • Process

Select dealer recipients by

Select Recipients by Dealer User for Geography Option

To select recipients by dealer user for geography option:

  1. Click the Dealer Users button.
  2. Select the Choose recipients by Geography option.
  3. Click the Next button to continue.
  4. Select an affiliate.
  5. Select a division.
    Note: The affiliate and division default setting is "All."
  6. Select the available state / province.
    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 list.

    Note: To remove a selection from the Selected Fields list, select the option and click the Remove (<<) button.Click the Next button to continue, or click the Back button to return to the previous window.

  8. Select the available eligibility options.
  9. Click the Next button to continue, or click the Back button to return to the previous window.
  10. Select the available position options.
  11. Click the Copy (>>) or Copy All (>>I) button to move the selection(s) to the Selected Fields list.
  12. 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 Geography Option

Select users.

To select recipients by dealer user for geography option:

n1

Click the Dealer Users button.

n2

Select the Choose recipients by Geography option.

Select dealer users by geography, step 1 of 4.

n3

Click the Next button to continue.

n4

From the Affiliate drop-down list, select an affiliate.
Note: The default setting for affiliate is "All."

Select dealer users by geography, step 2 of 4.

Select recipients.

n5

From the Division drop-down list, select a division.
Note: The default setting for division is "All."

n6

From the Available Fields box, select the state / province.
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.

Select dealer users by geography, step 3 of 4.

n9

From the Available Fields box, select the eligibility options.

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

From the Available Fields box, select the positions.

Select dealer users by geography, 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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Process

Process

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