Monday, 13 July 2015

The best Genealogy filters to use.

In our Genealogy we have the following 10 TABS available for our perusal. These Tabs allow us to view our data in formats that best fit our objectives. The Tabs are: 

1. Basic - It lists SFI ID, name, title, VP totals to date and for current month, sponsor ID, generation, date joined, the affiliate's last login date, CSA assign date, and key code. 

2. VersaPoints - To view Power Rank, Country Rank, and Class Rank for our team. 

3. S-Builder - This tab displays our team member's recent S-Builder participation. 

4. Communication - This Tab includes e-mail addresses for personally sponsored affiliates. 

5. Aff. Mgr. - Affiliate Manager Tab includes selected data extracted for each affiliate, including profile scores (whether affiliates have completed affiliate profiles; the higher the number, the more promising that affiliate to become an active member or TL), active standing orders, confirmed registrations, and white-listed mail@sfimg.com with their e-mail providers. 

6. Sales - This Tab features TC referral total, current Sales VersaPoints (SVP) and previous month's Sales VersaPoints. 

7. Gift Cert. - Use this Tab to award gift certificates to our selected affiliates; in the Give GC column, just click the "Buy Now" link for the individual affiliate. 

8. Geographic - Geographic Tab includes city, state/province, and country info of the Affiliate. 

9. Reassign - Use this Tab to reassign sponsors; just click the check box next to the affiliate names we wish to reassign, enter SFI IDs of affiliates to whom we wish to reassign affiliates, and click "Reassign selected affiliates" link above the list. 

10. TCredits - This Tab is used to transfer TCredits (up to a total number of 10, in lifetime); just click the Transfer TCredits link next to the affiliate of our choice. 

On the Genealogy Page here: https://www.sfimg.com/Reports/Genealogy?lg=t 
include a column in the top middle above the 10 Tabs containing different menu options to choose various combinations of data by using the appropriate filters, which are discussed in brief below:- 

SORTS 

Sorts allow for easy viewing and management of our Genealogy records about the PSAs and CSAs. Sorts vary depending on the tab format (and the corresponding columns in each) we select and provide an easy way for us to list data for a given column in ascending (ASC) or descending (DSC) order. 



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