HowTo:Add A Company: Difference between revisions
No edit summary |
|||
| (2 intermediate revisions by one other user not shown) | |||
| Line 11: | Line 11: | ||
:::* Also, from any Company Field on almost all screens a new Company can be added to the database. | :::* 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 | ::2. Enter pertinent fields of data based on type of company being added to the database | ||
[[File:Company_Lookup_Result.png]] | ::[[File:Company_Lookup_Result.png]] | ||
:::* Important Fields for Vendors: | :::* Important Fields for Vendors: | ||
:::** Company Name | :::** Company Name | ||
| Line 24: | Line 24: | ||
:::** Salesperson | :::** Salesperson | ||
::3. Click Save | ::3. Click Save | ||
Note: after saving, fields with no data may be hidden to enhance visibility of record. To see fields, click Edit. | :::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 | ::4. Add Contacts from Company Table | ||
:::a. Click Edit on Toolbar | :::a. Click Edit on Toolbar | ||
| Line 42: | Line 42: | ||
:::o. Click “Add New Record” if not in list | :::o. Click “Add New Record” if not in list | ||
:::p. Click Yes | :::p. Click Yes | ||
:::q.Click Save | :::q. Click Save | ||