BDS Marketing FAQs

Please contact HR about updating it.

Course Hours View/Edit

The Engage Center LMS is launching for field users very soon. The Work Review, Work Detail and Work Hours screens in icWebare updatedto prepare for the launch.

Time Entry

A new Training Time section is now visible on the Time Entry screen of icWeb. It alerts users that they now have the opportunity to edit their course hours if it exceeeded the estimated time by the course creator. In BDSU the course time was calculated by adding up each time a user interacted with the course. In Engage Center this data is not available. The course creator therefore puts in an estimated time and the user has the opportunity to edit it during the pay period.

Clicking the link in the Training time section opens the Work Detail screen where all courses taken in a pay period can be edited.

Work Detail

The Course Hours section of the Work Detail screen is now at the top of the screen. It was moved to put the list of courses in front of the field users immediatly when they open the page. The course grid contains three new time fields and and edit link.

Estimated Course Time- The course time entered by the course creator.

Course Time (Minutes)- Course Time is estimated time and is available for the user to edit during the pay period. Course time is red if it is greater than estimated time.

Course Time (Hours)- same as Course Time (Minutes) except displayed in hours format.

Edit -click the edit link to edit the hours for a course. A reason comment is required.

Editing Course Hours

In BDSU course time was calculated based on the time a user spent on the screen taking a course. This course time is not available in Engage Center. The Estimated Course Time is entered by the course creator and provided for each course taken by an employee. The employee can edit their course time on the work detail screen during the pay period if it differed from the estimated time.

The Course Time in Minutes is edited by a user clicking theEditlink.

The user/supervisor can edit the Course Time (minutes) and is then required to enter a reason and clicking Save saves the changes to the course time.

The value in Course Time when the hours are posted is what the user is paid for taking the course.

Work Review

The Work Review screen has the sameCourse CompletedandCourse Hourscolumns to show Supervisors the number of courses each field rep has taken and the total hours.

The Course Hours column is updated to show hours in red if any of the field reps course hours exceeds the estimated amount entered by the course creator. Clicking theViewlink opens theCourse Detailto view in detail which courses were edited by the field rep.

Store Reassignment - Platform Upgrade

The IT team is working on a platform upgrade and the Store Reassigment screen was used as a proof of concept.

Below are the new features users will enjoy with this upgrade.

Fast Loading Time

The screen and grid load extremely fast no matter how many records are loaded. The page no longer refreshes completely after each change saving time for the user.

Paging Grid with controls at bottom

The paging controls for the grid are now on the bottom. To move to the next page or change the number of items displayed in the grid are located here. Because the grid loading time is to fast we have increased the number of rows displayed before row paging.

Page Menu bar

The menu bar above the grid is resized and upgraded. We added icons to make it easier to find what you want to do quickly and the menu bar adjusts to the screen size. Since we know that users search often the search bar is permanent fixture at the top of the screen.

Grid Search

The Search button is stil used to load the grid after first opening the screen. Entering a search term and clicking enter filters the entire grid. It searches all rows and columns and filters the grid by the search term.

Column Sorting

Clicking any column header sorts the column first ascending, then descending and then shuts off the sorting. The sort direction is visible by the blue arrow.

Column Filters

E very column in the grid now has powerful filtering available, accessed by clicking the filter icon. This filtering should look familiar if users have filtered a column in Excel.

The first dropdown contains the type of filter to apply and the first text box is the value to be evaluated. These column filters can be applied to multiple columns in a grid at the same time providing powerful results.

For example: A grid could be filtered to show all rows from a specific call form, in a particular city, or all rows for a particular field rep for a call form. All this can be done without exporting the data to Excel first to manipulate.

Goal Start and End and Call Form Launch Analytics

The Merchandising team requested several analytics to help them scorecard their supervisors and field reps activity.

Goal original start and end dates- original goal start and end dates when the goal is saved. These dates are updated often on some teams; now the original date is perserved.

Call Form launch date- date when the call form launch icon is clicked by the Account Team

Resource Folders

Uploaded files in different resource folders can now have the same resource name.

Bug Fixes

Materials required after being disabled- fixed bug where materials are showing as required after the required flag is turned off.

Canadian Rep App Crash on Profile Screen- a Canadian field rep reported when saving his profile update on icMobile the app crashed. This bug is now fixed.

Warehouse Shipping Queue-Fulfillment Approved Date/time not showing - The column for approved date was always present however the data is now flowing into the column.

Warehouse Shipping Queue- Phone number in now available in the warehouse queue export.

Save call forms where task has been deleted- Bug fix to allow the sync of call forms where the task is deleted after the appointment/call form is downloaded by a field users device and entered but not synced.

icWeb Manual Appointment Add- There was a bug defaulting the start and end time to 6am no matter what time of day was selected. This bug is now fixed.

Parts Upload sets authorized for all to true-Bug fixed whereuploadedparts are not defaulted to authorized for all chains.

icWeb deep linking - copying a link beyond the login page was not working when sending it to another user. Users can now send a "deep" site link and it will take the user to the desired page after asking the user to login.

Please submit a ticket and fill out the information on the form. Be sure to select theNew Hires/Terminations/LoA category.

The purpose of this article is to remind all employees of their responsibility to operate within existing BDS Marketing guidelines regarding Internet and email usage. Each of us needs to be clear about what constitutes acceptable and appropriate uses of these business tools.

These systems are provided to support our business functions, and employees should recognize that these are not to be viewed as secure or private communication systems. The Company reserves the right to read, copy and/or delete inappropriate messages or images in determining whether or not there have been violations of Company Policy. As such, there should be no expectation of privacy as it related to inbound or outbound emails or Internet site access.

While these policies have been spelled out in clear detail in the BDS Employee Handbook, listed are some items that are specifically prohibited:

Internet

Use of BDS Marketing computer resources for illegal, harassing, disruptive or socially unacceptable purposes or personal gain.

Sending, receiving, or searching (aka “surfing”) for sexually-oriented messages or images, or those that might be considered lewd or offensive.

Issuing offensive or disparaging statements or language based on race, culture, sex, age, disability, religion or other personal attributes.

Making, using or accepting illegal copies of copyrighted software or other communication mediums.

Transmitting proprietary or confidential business or customer data in unencrypted format across the Internet or other unsecured or public medium.

Email

Use of email for any illegal, unethical or socially unacceptable activity or any activity that could adversely affect the company or its employees.

Transmission of offensive, obscene, defamatory or harassing messages.

Transmission of sensitive or proprietary information to unauthorized persons or organizations.

Use of email to send non-business related information to mail-lists or large groups of people, to circulate chain letters or solicit the purchase or sale of items outside of approved company avenues.

All employees will be held to the high standards of business and personal ethics regarding the use of these important business communication and computer tools. IT will continue to do random checks of desktop hard drives, network drives, email and web addresses to ensure that these guidelines are being properly followed. If you have any questions about whether your actions are in line with BDS Marketing guidelines, please consult with your manager. Employees are also encouraged to report any perceived violations to their manager or directly to Human Resources.

To use Office 365 on your iPhone or iPad, you just install them and sign in to the apps with your BDS email account.

Learn more at Microsoft.com.

Office for iPad and iPhone requires iOS 10.0 or later. Office for iPad Pro requires iOS 10.0 or later.

Head to http://passwordreset.bdsmktg.com and follow the instructions.

You should've enrolled your personal email and/or mobile phone number when you first used your BDS email account. This was in order to reset your password.

To check these settings, go to https://mysignins.microsoft.com/security-info. You won't be able to do this without your password though; so if you don't know your password AND you didn't setup any personal email, mobile device, or the Microsoft Authenticator app, you'll need to submit a ticket.

this article on being a Microsoft Teams Super User

To understand how using Microsoft Teams can help with communication and collaboration within your department, and to get a quick primer on how to use it, click on the following image...

If you want to try out an interactive demonstration of Microsoft Teams before installing it on your computer, click on the following image...

You can get Training from Microsoft here as well for Microsoft Teams by clicking here. It includes how-to videos.

When you're ready to make the switch from Skype for Business to Teams, click here to download and sign in under your BDSmktg account.

Note: Almost all users should download the Windows 64-bit version. If the install says to use the 32-bit version instead, then download that version and try again. Be sure to try the mobile version for your mobile device as well!

Once you get the hang of things, check out to get the most out of teams.

Still have questions? Post your questions or comments below.

Sign in to office using your BDS email credentials. If you still have issues, submit a ticket.

Faxes sent to the following numbers will be received as an email to the following areas via a shared mailbox:

949-597-2220 BDS General Fax (Managed and accessible by the Front Desk)

949-597-2293 HR Department (Accessible by select individuals in HR)

949-597-2216 Finance Department (Accessible by select individuals in Finance)

Outgoing faxes still can be sent via the department office copiers, but the option to “Fax” has been removed. To send a “Fax” directly from a copier; insert your documents into the feeder and choose the option “Scan and Send”. The email address to send to should be formatted as follows:

[fax_number]@fax2mail.com, where the [fax_number], is the physical fax number.

For example: [email protected]

Please see The facilities Manager, Clyde Martin.

While we try to accommodate last minute requests, please give at least 48 hours notice. Ideally, it's best to give a week or more noticeof impending new hires to make sure we have equipment in stock.

A Distribution Group is a list of email addresses. Email sent to the list (which has its own email address but no actual mailbox) gets forwarded on to the members in their own mailbox.

A Shared Mailbox is a single mailbox that multiple individuals have permission to access and view. Since it’s an actual mailbox, it can be viewed in Outlook as such.

Please submit a ticket and fill out the information on the form. Be sure to select theNew Hires/Terminations/LoA category.

No. It's the supervisor or manager's responsibility to get all assets returned to BDS. Feel free to contact IT to see what assets the person may have.

This is by design. Please use the Microsoft Outlook App for your particular device.

Please submit a ticket and we'll activate Windows. This process may take about 15 minutes, so please set aside some time for IT to connect and help you.

Please submit a ticket so IT can make the change.

Please see the Front Desk and they will give you access.

Select your Team.

Click on the Reporting tab, then click on Calendar Report.

Run the CalendarReport and export the reportto Excel to print.

Make sure that your computer date and time are current.

Once your computer date and time are corrected the green call form entry boxes should display on the calendar.

Please contact your supervisor to have them change the "Rep Dates" for your team.

Click the Un-submit mileage button and your new entered visits should display.

Next click the Submit mileage button, and the mileage should be calculated for all of your visits.

On the login screen ( ic.bdsmarketing.com ) click theForgot your Password?link

Enter your username.

Click Submit.

Attempt to answer ALL of your security questions.

After you have answered all questions incorrectly, you'll receive the message, "Your password cannot be reset." Directly below this message is a link, "Click here to request a password by e-mail", click it.

Enter your email address.

Click Submit.

Your username and a new password will be emailed to you.

From the i:c home page...

Click My settings.

Change Password.

Fromthe login screen ( ic.bdsmarketing.com )

Click the Forgot your Password? link.

Enter your username.

Click Submit.

Answer your security questions to change your password.

Fromthe login screen ( ic.bdsmarketing.com )

Click Forgot your User Name? link.

Enter your email address on record with bds.

Click Submit.

Your username and new password will be emailed to you; use these to login

To use Office 365 on your Android device, you just install them and sign in to the apps with your BDS email account.

Learn more at Microsoft.com.

Office for Android can be installed on tablets and phones that meet the following criteria: running Android KitKat 4.4 or later version and have an ARM-based or Intel x86 processor.

STEP 1: INSTALL MICROSOFT AUTHENTICATOR APP

Download the app via Apple App Store.

Tap the download icon. The app will automatically install once it finishes downloading.

STEP 2: INSTALL OUTLOOK MOBILE APP

Download the app via Apple App Store.

Tap the download icon to begin the installation process (Fig. 1). The app will automatically install on your device after the download completes.

Tap GET STARTED (Fig. 2).

Outlook will ask if you want to receive notifications from Outlook. Choose either option to continue.

Fig.1

Fig. 2

Tap ADD ACCOUNT (Fig. 3) and type in your BDS email to go to the single sign on page.

Type in your BDS password to continue.

You will receive a message that says “Your organization is now protecting its data in this app. You need to restart the app to continue.” (Fig. 4). Tap OK to continue.

Fig. 3

Fig. 4

Tap OK to set a passcode if the app requests that you do so (Fig. 5).

In your device settings, tap Turn passcode on (Fig. 6).

Fig. 5

Fig. 6

Enter any four digit number as your passcode (Fig. 7).

Your device will ask if you are sure you want to use the code. Tap Use Code to continue, or choose new code to set a new one (Fig. 8).

Fig. 7

Fig. 8

Verify your passcode. (Fig. 9)

When you open the Outlook Mobile App again, the app will ask for your passcode. Tap it in to access your BDS email (Fig. 10).

Fig. 9

Fig. 10

Outlook may request permission to access your calendar, contacts, etc. TapYesorAllow.

You're now ready to use Outlook for iOS!

You will only be able to receive new email messages on your device through the Outlook Mobile App secured with an Outlook PIN. If you previously received email from your @bdsmktg.com email address in another application on your device, you will no longer be able to do so.

This reference guide will walk you.

STEP 1: INSTALL INTUNE COMPANY PORTAL APP

Download the app via Google Play Store.

Tap INSTALL to download the app (Fig. 1).

If you have previously installed the Outlook Mobile App you will be prompted with a message that says “Your organization needs you to beef up security (Fig. 2).

Tap GET THE APP to install the Intune Company Portal App. Or download the app via the Google Play Store.

NOTE: You do not have to open or configure the Intune Company Portal app on your personal device in order to participate in mobile mail management. The new security features merely require that the app is installed on your device. If you open the app, simply close it again).

Google Play Store

Fig. 1

Fig. 2

STEP 2: INSTALL MICROSOFT OUTLOOK MOBILE APP

Download the app via .

Tap OPEN to begin the installation process (Fig. 3).

Tap GET STARTED (Fig. 4).

Fig. 3

Fig. 4

Type in your BDS email to be taken to the single sign on page. Type in your password and TAP Sign In to continue.

STEP 3: CONFIGURE THE OUTLOOK MOBILE APP

1. SETTING UP YOUR OUTLOOK PIN

Tap the Outlook Mobile App icon to open it (Fig. 5).

Fig . 5

Outlook will ask for permission to access your contacts. Tap ALLOW to continue (Fig. 6).

You will receive a message that says “Your IT department is now helping you protect work or school data in this app. Restart the app to continue.” (Fig. 7). Tap OK to restart the app.

Fig. 6

Fig. 7

When the Outlook Mobile App restarts, it will ask you to create a PIN to protect your data (Fig. 8-9). Input your desired four-digit PIN to access your email.

Fig. 8

Fig. 9

Outlook may request permission to access your calendar, contacts, etc. TapYesorAllow.

You're now ready to use Outlook for Android!