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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
Vrstica 1: Vrstica 1:
 ====== 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 informationrelevant to you or your businessshould 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 fieldsit 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, ​a few of them are mentioned+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 
 + 
 + 
 +Click //Save// to transfer the entries into the system. 
 + 
  
-Click on the //Save// button transfer the entries to the CRM system.+===== Importing and exporting accounts ​ =====
  
-===== Accounts ​Import and Export ​ =====+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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