Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
| Both sides previous revision Prejšnja revizija Naslednja revizija | Prejšnja revizija | ||
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us:slobase:manual:c_modules:b_accounts [dd/mm/Y H:i] mgregorc |
us:slobase:manual:c_modules:b_accounts [dd/mm/Y H:i] (Trenutna) admin |
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| ====== Accounts ====== | ====== Accounts ====== | ||
| - | O pomenu strank si lahko preberete v poglavju [[../../../a_concepts:b_contactmngmt#stranke|Vodenje kontaktov]], o delu z njimi pa se lahko seznanite v nadaljevanju. | + | All the information about the concept of Accounts can be found in [[../../../a_concepts:b_contactmngmt#stranke|Contacts Management]] chapter. In this section the instructions on how to use the Accounts module can be found. |
| ===== New Account ===== | ===== New Account ===== | ||
| - | Click //New Account// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to enter a new Account. A new page opens (see picture below). | + | Click //New Account// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to create a new Account. A new window opens (see picture below). |
| - | {{newaccount.png?450}} | + | {{us:slobase:manual:c_modules:new_account.png?450}} |
| - | Enter the data regarding Account into this field. If there are more users entering the data, our advice is to agree and define entry standards. In this way all the entered data are unified. Redundant fields can be left empty or just give us a call and we will remove them. | + | Enter the account information. Only information, relevant to you or your business, should be entered. Irrelevant fields can be left empty or just give us a call and we will remove them. If several users are given write access to the same entry fields, it makes a lot of sense to agree on a common standard for making such entries. In this way all the entered data is unified. |
| - | Most of the fields are simple and do not need to be explained in details, for example: | + | Most of the fields are simple and do not need detailed explanation. Let us mention a few of them: |
| *Account Name: | *Account Name: | ||
| - | Account name is obligatory information. Empty field can not be saved. In this field enter short name of Account, in field //Full name// enter full name of Account. | + | Account name is mandatory information. This field must not be left blank in order to save the entry. A short account name should be entered into this field. The full name of the account should be entered in the //Full name// field. |
| *Assigned To: | *Assigned To: | ||
| - | Select V polju zadolžen lahko iz seznama uporabnikov izberite skrbnika stranke. Sistem privzeto označi za skrbnika tistega, ki zapis vnese. | + | Select user from a list in order to assign him/her an Account. User who enters the data is assigned by the system automatically. |
| *Address Information: | *Address Information: | ||
| - | Some companies have two addresses: headquarters address and naslov sedeža, kamor se izstavljajo fakture in naslov za dostavo ali naslov poslovne enote. | + | Some companies use two addresses, a billing address and a shipping address. |
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| + | Click //Save// to transfer the entries into the system. | ||
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| - | Click //Save// after entering the data. | + | ===== Importing and exporting accounts ===== |
| - | ===== Import and export Accounts ===== | + | A list of accounts can be imported and exported at anytime. To read more about importing and exporting accounts, please go to chapter [[../../../b_usage:j_importexport#Import and export data]]. The chapter contains detailed instructions. |
| - | A list of Accounts can be imported on one's own computer whenever. Seznam strank lahko kadarkoli izvozite na svoj računalnik. Prav tako lahko iz svojega računalnika stranke uvozite. | + | ~~ODT~~ |
| - | More about import and export Accounts can be read from manual in a chapter [[../../../b_usage:j_importexport#Import and export data]]. Tam se nahajajo tudi podrobna navodila. | + | |