New company
Modificata il domenica, 04 ottobre 2009 18:14 da stefano — Categorizzata come: Non Categorizzata
New company
¶
Argomenti collegati:
Companies
Company
List
Manual in English
Portal ticket
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
.