HowTo:Add A Company: Difference between revisions

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-From the Epiphan Manual, please enter the content for "Add A Company" here.
+==Add A Company==
+===Add Company from any Company Field===
+'''Menu Location:'''  Tables / Company
+:Search Database to make sure Company is not already in database
+::1. Click Search
+:::* As you begin typing the name of a Company, the Flex Lookup will filter the names.  If the Name does not exist, click Add New Record, then click “Yes and Edit” to complete the Company Record.
+::[[File:Company.png]]
+::[[File:Company_Lookup.png]]
+:::* If the company name does exist and appears in the list, select the record and it will display on the screen.
+:::* New Company = any Vendors, Dealer/Distributors, etc., any form of a company.  All companies are stored in the same table.
+:::* Also, from any Company Field on almost all screens a new Company can be added to the database.
+::2. Enter pertinent fields of data based on type of company being added to the database
+::[[File:Company_Lookup_Result.png]]
+:::* Important Fields for Vendors:
+:::** Company Name
+:::** Address
+:::** Phone Number
+:::** Terms Description
+:::** Expense Account
+:::* Important Fields for other Companies
+:::** Company Name
+:::** Address
+:::** Phone Number
+:::** Salesperson
+::3. Click Save
+:::Note: after saving, fields with no data may be hidden to enhance visibility of record.  To see fields, click Edit.
+::4. Add Contacts from Company Table
+:::a. Click Edit on Toolbar
+:::b. Click <Add> in Contacts Grid
+:::c. Enter Last Name of Contact
+:::d. Click “Add New Record”
+:::e. Click “Yes, and Edit”
+:::f. Type in First Name of Contact
+:::g. Select Address (or add a new address if different from Company)
+:::h. Add Email address
+:::i. Type email address and click “Add New Record”
+:::j. Click “Yes”
+:::k. Add Phone Number
+:::l. Click “Add”
+:::m. Type phone number
+:::n. Select if already in list
+:::o. Click “Add New Record” if not in list
+:::p. Click Yes
+:::q. Click Save

HowTo:Add A Company: Difference between revisions

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