Staff Preparation

Marlin GTX versions from 5.7.1 onward replace salespeople and technician records with combined staff profiles, in order to facilitate time and attendance functionality.

All salespeople and technicians are automatically converted to combined staff records during the upgrade.

It is therefore important to review all salesperson and technician records before upgrading from previous versions of GTX, to ensure a smooth transition.

It is also recommended to review all staff records once the upgrade has been completed and make changes as necessary.

Reviewing Salespeople and Technicians

The salespeople and technician maintenance modules can be accessed by selecting System > System Files > People > Sales People / Technicians from the menu bar.

In the Sales People or Technicians module, set the Filter to show All salespeople or technicians (not just Active ones).

Use the standard Edit, Modify and Merge functions to edit staff records as appropriate.

For staff members who are both salespeople and technicians, ensure their Names and Codes are the same across both records.

Review active salespeople or technicians and deactivate them as necessary.

Ensure all salesperson and technician information is accurate and up to date, including:

• Email addresses,
• Full names (i.e. John Smith, not John S),
• and salespeople passwords.

Filter button

Shortcut: F6

Edit button

Shortcut: F2

Modify Primary Key button 

Merge button