Accounts

O pomenu strank si lahko preberete v poglavju Vodenje kontaktov, o delu z njimi pa se lahko seznanite v nadaljevanju.

Click New Account on entry section to enter a new Account. A new page opens (see picture below).

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.

Most of the fields are simple and do not need to be explained in details, for example:

• 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.

• Assigned To:

Select V polju zadolžen lahko iz seznama uporabnikov izberite skrbnika stranke. Sistem privzeto označi za skrbnika tistega, ki zapis vnese.

• Address Information:

Some companies have two addresses: headquarters address and naslov sedeža, kamor se izstavljajo fakture in naslov za dostavo ali naslov poslovne enote.

Click Save after entering the data.

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. Več o uvozu in izvozu strank si lahko preberete v priročniku, v poglavju Uvoz in izvoz podatkov. Tam se nahajajo tudi podrobna navodila.