HowTo:Add A Company: Difference between revisions

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-From the Epiphany 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
+.	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.
+•	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.
+.	Enter pertinent fields of data based on type of company being added to the database
+•	Important Fields for Vendors:
+	Company Name
+	Address
+	Phone Number
+	Terms Description
+	Expense Account
+•	Important Fields for other Companies
+	Company Name
+	Address
+	Phone Number
+	Salesperson
+.	 Click Save
+Note: after saving, fields with no data may be hidden to enhance visibility of record.  To see fields, click Edit.
+.	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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