Companies

Modified on 2009/10/04 17:18 by stefano Categorized as Uncategorized
==Companies == {s:Related}
{{<img src="{up}Manuale IT/CRM aziende.PNG"/>}} Section is the management of business cards.

{{<img src="{up}Manuale IT/3.3 crm - aziende.PNG"/>}}The screen can be divided into 2 parts, the sidebar and the list.

{{<img src="{up}Manuale IT/3.3 crm - aziende - barra laterale00a.PNG"/>}} Allows to create a new business card ([New company|New company]).

{{<img src="{up}Manuale IT/3.3 crm - aziende - barra laterale00b.PNG"/>}} Allows to perform an advanced search ([Advanced search|Advanced search]).

{{<img src="{up}Manuale IT/3.3 crm - aziende - barra laterale00c.PNG"/>}}Lets you create new activities
([New activities|New activities]), appointments ([New appointment|New appointment]) or events ([New event|New event]).

{{<img src="{up}Manuale IT/3.3 crm - aziende - barra laterale01.PNG"/>}} Allows to do a quick search ([Search|Search]).

{{<img src="{up}Manuale IT/3.3 crm - aziende - barra laterale02.PNG"/>}} Calendar. Select a week to view the agenda ([Agenda|Agenda]).

{{<img src="{up}Manuale IT/3.3 crm - aziende - barra laterale03.PNG"/>}} Allows to quickly insert a company. Type the data, and then click {{<img src="{up}Manuale IT/SALVA.PNG"/>}}.

In the header of the list are the letters of the alphabet: by clicking on one of these letters will be listed companies whose name begins with that letter; by clicking on "All" are listed companies.

{{<img src="{up}Manuale IT/3.3 crm - aziende - elenco.PNG"/>}}You can reorder the list alphabetically by clicking on the header of the menu under the heading "Company". Clicking again invertirà order. Similarly, you can sort by telephone or fax number.

To delete a tab select the box in the last column, and then click {{<img src="{up}Manuale IT/CESTINO.PNG"/>}}. Where would need to recover a deleted tab you can restore the section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP record eliminati.PNG"/>}} ([Record Eliminati2|Record Eliminati2]).

Lower right is following the number of satisfactory cards required criteria, however the following tabs in each list number is limited ({{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP gestione account.PNG"/>}} ([Account management|Account management]), "Tustena Configuration" tab ([Tustena configuration|Tustena configuration])). To display tabs that follow list page number or "Next" click to jump to the next page. To go back a page click on "Previous". To display all the tabs in a single page click on "All records".

The list shows the results of searches.

[Card company|Card company] Click on the name of the company.

To perform a massive upgrade click on "Massive update" ([Massive update|Massive update]).
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Companies
