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Select Dealer Trade Users

  • How To
  • Step By Step

Select Dealer Trade Users

Select internal us

To select trade dealer recipients for an alert, announcement, notification, or calendar event:

n1

Click the Dealer Users button.

n2

Select the Choose Trade Dealers option.
 

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

n5

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

n6

By default, the Ignore Dealer Eligibility selection checkbox is selected and all trade dealers will be included in the announcement, alert, event, or notification. To exclude dealers by eligibility, clear the Ignore Dealer Eligibility selection checkbox to activate the criteria selection buttons, then remove selections as desired.

n7

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

n8

From the Available Fields box, select the positions.

n9

Click the Copy button to move the selected options to the Selected box, or click the Copy All button to move all options.

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 Dealer Trade Users

  • How To
  • Step By Step

Select Dealer Trade Users

To select trade dealer recipients for an alert, announcement, notification, or calendar event:

  1. Click the Dealer Users button.
  2. Select the Choose Trade Dealers 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. By default, the Ignore Dealer Eligibility selection checkbox is selected and all trade dealers will be included in the announcement, alert, event, or notification. To exclude dealers by eligibility, clear the Ignore Dealer Eligibility selection checkbox to activate the criteria selection buttons, then remove selections as desired.
  7. Click the Next button to continue, or click the Back button to return to the previous window.
  8. From the Available Fields box, select the positions.
  9. Click the Copy button to move the selected options to the Selected box, or click the Copy All button to move all options.
  10. 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.

  • Create or Edit a Notification
  • Create or Edit Alerts Page Overview
  • Create or Edit an Alert
  • Create or Edit an Announcement
  • Create or Edit an Event
  • Create or Edit Announcement Page Overview
  • Create or Edit Calendar Event Page Overview
  • Create or Edit Notification Page Overview
  • Select Recipients by Dealer User for Hierarchy Option
  • Select Recipients by Dealer User for Input a Dealer Option
  • Select Recipients by Internal User for Geography Option
  • Select Recipients by Internal User for Hierarchy Option

Select Dealer Trade Users

Select internal us

To select trade dealer recipients for an alert, announcement, notification, or calendar event:

n1

Click the Dealer Users button.

n2

Select the Choose Trade Dealers option.
 

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

n5

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

n6

By default, the Ignore Dealer Eligibility selection checkbox is selected and all trade dealers will be included in the announcement, alert, event, or notification. To exclude dealers by eligibility, clear the Ignore Dealer Eligibility selection checkbox to activate the criteria selection buttons, then remove selections as desired.

n7

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

n8

From the Available Fields box, select the positions.

n9

Click the Copy button to move the selected options to the Selected box, or click the Copy All button to move all options.

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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