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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)
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 ====== Accounts ====== ====== Accounts ======
  
-All about the meaning ​of Accounts can be read in a chapter ​[[../​../​../​a_concepts:​b_contactmngmt#​stranke|Contacts Management]]the instruction of using Accounts is written below on this page.+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 AccountIf there are more users entering the dataour advice is to agree and define entry standards. In this way all the entered ​data are unifiedRedundant ​fields ​should ​be left empty or just give us a call and we will remove them. +Enter the account informationOnly informationrelevant ​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. This field has to be filled up in orded to save the entry. ​In this field should be entered ​short name of Account, ​in field //Full name// ​should be entered 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 user from a list in order to be assigned for an Account. User who enters the record ​is assumed ​by the system automatically. +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: Billing Address ​and Shipping Address.+Some companies ​use two addresses, a billing address ​and a shipping address 
 + 
 + 
 +Click //Save// to transfer the entries into the system. 
 + 
  
-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 and exported from user's computer whenever. More about import and export Accounts can be read from manual in a chapter [[../​../​../​b_usage:​j_importexport#​Import and export data]]. The chapter contains detailed instructions.+~~ODT~~
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