How to locate your Solatech ID and Change Password (Migration Customers)

How to locate your Solatech ID and Change Password (Migration Customers)

Summary

SalesPRO uses a unique Solatech ID for every customer.  When the Solatech ID is initially created, the system generates a random password.  This article will describe how to find your existing Solatech ID in Solatech 4.2 and change the password (if needed)  This information is required to begin using SalesPRO.

Instructions

Step 1

  • Open your Solatech 4 software.
  • Select File>Preferences
  • On the Preferences window, click on Online Order Processing in the left hand column.
  • In the right hand column, you will see the email address that is used for your Solatech ID.
  • The password field will be hidden.


  • If you know your current password, then you can proceed to Step 2 after verifying the email address
  • If you do not know your password, click on the button Manage my Solatech ID
  • On the Your Account window, click on the link I want to change my password


  • On the Change my Password window, type a new password 
  • Type the new password in the confirm field. 
  • Press OK 
  • You will receive a message that your password has been changed
  • Press OK 
  • On the Your Account window, press Change
  • Press Cancel on the Preferences window
  • Go to File>Preferences
  • Select Online Order Processing
  • In the Account Setup Field, type in your new password
  • Press OK to exit and save your changes

Step 2

  • Open SalesPRO
  • Navigate to the Setup tab from the Home screen


  • Click on Company Setup


  • On the Company Setup window, Click on Setup your Solatech ID


  • On the Application Settings window, enter the email address and password that you identified in Step 1
  • Press OK to save and exit


Applies to:

  • SalesPRO Software

    • Related Articles

    • How to change the Solatech ID email address or password in the SalesPRO software

      Summary This article will describe how to change the email address and/or password for your Solatech ID in the SalesPRO software.  Instructions From within the SalesPRO software, click on the Solatech icon in the upper left hand corner of your ...

    • How to view your Solatech ID and password in SalesPRO

      Summary Your Solatech ID is used for Online Order Processing and downloading products in Product Updater.  If you need to view your Solatech ID and password, follow the directions below. Instructions From within the SalesPRO software, click on the ...

    • Importing customers from external sources into Focus

      Summary Solatech Focus users have the ability to import customers from external sources, such a CRM systems. In order to do this, the data exported from the outside source must be formatted in a certain way before import. This knowledge base article ...

    • How to change your login password

      Summary Solatech Focus users can change the system generated password to a unique password of their choice.  This knowledge base article describes how to change your password. Instructions While logged into your Solatech Focus site, click on Admin ...

    • Exporting Customers from SWCS

      Summary There may be times when you need to export some details about the customers you have in your Solatech Window Covering Software so that you can use that information in another application. For example if you want to get a list of e-mail ...