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] ppoje |
us:slobase:manual:c_modules:b_accounts [dd/mm/Y H:i] (Trenutna) admin |
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| Vrstica 1: | Vrstica 1: | ||
| ====== Accounts ====== | ====== Accounts ====== | ||
| - | All the information about accounts can be found in [[../../../a_concepts:b_contactmngmt#stranke|Contacts Management]] chapter. The instructions on how to use the accounts can be found below. | + | 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, relevant to you or your business, should be entered. Irrelevant entry fields can be left empty or just give us a call and we will remove them. If several users are given 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 is 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 detailed explanation. Let us mention a few of them: | 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 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. | + | 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 assign him/her an Account. User who enters the data is assigned 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 use two addresses, a billing address and a shipping address. | Some companies use two addresses, a billing address and a shipping address. | ||
| Vrstica 30: | Vrstica 30: | ||
| 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 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. | ||
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| + | ~~ODT~~ | ||