New company
Argomenti collegati:
By clicking on "New company" or the
button to an existing tab you can enter or edit a business card:
Fill in the various fields in a more timely manner bearing in mind that:
- you typed the name of a business reason you can control that it has not already been included tab by clicking on the button
; - You can paste data from another page (e.g. yellow pages) rapidly clicking
and pasting data; - clicking
you can insert additional telephone data formatted according to the country of the user (international prefix, area code, number; click
to confirm on
to close the window:
) - You can verify the validity of an email by clicking on
; an icon will appear:
means the address is valid,
does not exist,
cannot be verified correctly; - If the "mailing list" checkbox is cleared you will not be able to send email to the company via distribution lists; otherwise, you can specify an alternate e-mail address to send them in the adjacent; field
- the "Industry", "Type" company "," evaluation "," area, fields are customizable by anyone with access to section
(respectively (Sectors), (Business types), (Assessments) (Areas)); - the "Owner" field indicates who is the owner of a particular adapter; to make a selection among users click on the button
; - clicking the
button for the field "Commercial" you can select a user of commercial type (
set
(User Info)) which will be assigned the holding; - If the box "can insert ticket" (Portal ticket) is selected the company will be able to insert ticket and will need the password entered in the field next;
- number of additional addresses and descriptions are customizable section
(Address types); - the "additional fields" section is completely customizable in type and quantity in section
(Companies) (the "Reports" field shown in figure is for illustration purposes); - users to open the tab will only those belonging to the groups listed in the table "visible from:"; you can add new groups by selecting them from the "Groups" list and clicking the button
;
allows you to add all the groups in the list; in a similar way to remove a group select it in the list "visible from:" and click on the button
;
allows you to remove them all. - completed once the tab click
button to confirm; to not save and return to the management companies click
.