Welcome to the Producer Manager Online Help User Guide v.7.8
Thank you for using Producer Manager, the producer
sales authorization and relationship management component of the Vertafore
Sircon Platform.
You can get help
about any screen in Producer Manager by clicking the Help
link at the bottom of any page in Producer Manager. Or, you may click
to select a help topic in the help contents frame (left) to display the
topic in this frame. You may also click the Search
button (above left) to search for help topics containing certain keywords.
More about online help
This user guide documents the entire graphical
user interface of Producer Manager, with a separate help topic or
chapter for each page or screen in Producer Manager. Within each help
topic, you will find descriptions and documentation of the data characteristics
and constraints of each user input field and control, grouped into
named sections that mirror what you see on the graphical user interface.
Beginning users will find this information particularly helpful as
they learn how to use Producer Manager. Each topic also includes a
screen capture illustration that includes an example data input scenario.
To
expand a section grouping, click the section name. To view a screen
capture, click the View
Screen Capture heading. Click again to collapse
an expanded section or hide a screen capture illustration.
Below the field- and control-level information,
you will find sections of notes, tips, and/or warnings. These
sections are not hidden or collapsed, to allow easier access to the
information by more experienced users.
-
Notes contain information
that helps put the documentation into context with the overall
system or your company's particular deployment of PLM.
-
Tips contain information
to help you maximize use of the system or improve user productivity.
-
Warnings alert
you to situations that might result unintentionally in data loss
or lost productivity.
To help you more quickly find the information
you are looking for, this user guide contains numerous hyperlinks
in blue, underlined text that you can click to navigate directly to
topics or chapters that are related to the topic you are currently
reviewing.
If you are a new Producer Manager user, see Getting
Started to gain a basic understanding of Producer Manager and to help
you quickly become familiar with the system.
Also, see Printable
Help Guides for additional help materials to help you get the most
out of working with Producer Manager.
Notes
Note: Vertafore's success depends on your success in using our
software applications and services to help you accomplish your business
goals. To this end, we aim to continuously improve our online help. If
you have a comment or suggestion regarding the online help, please email
us at DocumentationTeam@vertafore.com.