Creation and Management of Brands is conducted via the Address Book with two simple forms. Only Users with ‘Manage Brands‘ Permission can Create and Manage Brands.
Note: In some instances of Pulse, ‘Quick Create‘ is enabled for Brands, allowing you to Create Brands ‘On-The-Fly‘ when creating Projects.
If you have this feature enabled on your instance of Pulse – you can still come back to the Address Book to update Brand information at any time.
Steps to Create a ‘Brand’
- Go to Address Book
- Select the ‘Brands’ Tab
- Click ‘Create Brand’
- Enter the Name and details for the Brand:
- If you have not yet created a Master Client to provide a grouping for the Brand, see the steps below for ‘Create Master Client’ on how to create a Master Client.
- Once the Master Client is created, you can go back and edit the Brand and update the Master Client setting.
- Changing the Master Client for a Brand has no affect on the Projects linked to the Brand. The only affect is how the Projects linked to the Brand will show in ‘Roll-Up’ Master Client Reports.
- Click ‘Save’ to save the new Brand.
- Map the Brand to the required Offices
- The new Brand will not be available to Users to access until the Brand is mapped to their Office – OR – to Users specifically.
- To map a Brand to an Office or User, simply click ‘Edit’ for the Office or User and select ‘Brand Mapping’
Notes on Creating Brands:
- When creating new Brands in the system, it is beneficial to think about which Master Client will be used to be represent the New Brand in Roll-Up reporting.
- If the Master Client you wish to use does not yet exist in the system, it is easier to create this Master Client before creating the new Brand.
- Before creating a New Brand you should check the Address Book to see if the Brand already exists – possibly with a different spelling?
- Once a new Brand is created – you should consider that the Brand needs to be Mapped to an Office before the Brand is available to any Users to access for new Projects.
Tips for Creating Brands:
– When creating new Brands in the system, it is beneficial to think about which Master Client will be used to be represent the New Brand in Roll-Up reporting.
– If the Master Client you wish to use does not yet exist in the system, it is easier to create this Master Client before creating the new Brand.
– Before creating a New Brand you should check the Address Book to see if the Brand already exists – possibly with a different spelling?
– Once a new Brand is created – you should consider that the Brand needs to be Mapped to an Office before the Brand is available to any Users to access for new Projects.
– If the Master Client you wish to use does not yet exist in the system, it is easier to create this Master Client before creating the new Brand.
– Before creating a New Brand you should check the Address Book to see if the Brand already exists – possibly with a different spelling?
– Once a new Brand is created – you should consider that the Brand needs to be Mapped to an Office before the Brand is available to any Users to access for new Projects.