Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
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us:slobase:manual:b_usage:t_idoo [dd/mm/Y H:i] admin ustvarjena |
us:slobase:manual:b_usage:t_idoo [dd/mm/Y H:i] (Trenutna) admin |
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| - | under construction. | + | ==== Enabling Business financial ratings in PIT ==== |
| + | You can see financial ratings in PIT, as are provided by i doo, Dun & Bradstreet's agency. | ||
| + | You can read more about idoo on their [[http://www.idoo.si/home.aspx|website]]. | ||
| - | coming soon. | + | Ratings are displayed in Leads and Accounts List views as shown below. |
| - | call +38670550969 | + | {{si:slobase:manual:b_usage:seznam.png?450}} |
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| + | By clicking on the icon you will be rerouted to i doo's website with company's information as shown below. You can also register and browse for more information. | ||
| + | {{si:slobase:manual:b_usage:idoopodatki.png?450|prikaz podatkov na spletni strani id oo}} | ||
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| + | <note important>In order for financial ratings to work properly, you must fill in the fields for TAX N°and Country in Lead or Account form.</note>. | ||
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| + | ===Enabling ratings=== | ||
| + | You can enable financial ratings by following steps: | ||
| + | 1. Log in to PIT | ||
| + | 2. Go to MyY Account in top right corner | ||
| + | {{us:slobase:manual:b_usage:myaccount_engl.png|}} | ||
| + | 3. Click "Edit" | ||
| + | 4. Check "Enable idoo" | ||
| + | {{us:slobase:manual:b_usage:check_engl.png|}} | ||
| + | 5. Save changes | ||
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| + | ===Legend=== | ||
| + | {{si:slobase:manual:b_usage:ikone.png?450|legenda}} | ||
| + | |||
| + | ~~ODT~~ | ||