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 ====== | ||
| - | 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 ===== | ||
| Vrstica 7: | Vrstica 7: | ||
| Click //New Account// on [[../../../b_usage:d_loginpage#podrocja| entry section]] to create a new Account. A new window 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 Account information. Only information which are relevant to you or to your business should be entered. Non relevant entry fields can remain empty or just give us a call and we will remove them. If several user have writing 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 are unified. | + | 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. 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 data is assign 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. |
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| + | Click //Save// to transfer the entries into the system. | ||
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| - | Click on the //Save// button transfer the entries to the CRM system. | + | ===== 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~~ |