https://pit.atol-bs.com/podpora/ 2026-04-07T01:03:41+0200 https://pit.atol-bs.com/podpora/ https://pit.atol-bs.com/podpora/lib/tpl/bootstrap3/images/favicon.ico text/html 2008-08-22T12:09:18+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:help:b_accounts:a_gotnew&rev=1219399758&do=diff I have a new Account. What to do next? Produs IT is designed for saving and managing Contacts' data. It is best to enter Contact's data into Produs IT right after you receive a business card, meet a new person or hear a new name. If there is no time to enter all the data right away, just enter the Account Name (required field) and complete the entry later on. Please see the text/html 2013-10-28T12:08:18+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:help:b_accounts:b_accounts&rev=1382958498&do=diff Working with Accounts text/html 2010-09-09T09:06:08+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:help:b_accounts:b_edit&rev=1284015968&do=diff How do I change the Contact's e-mail address or any other data? Produs IT is really useful if all the data are up-to-date. Therefore it is important for every Account to have a user assigned to make sure the Account's data are up-to-date. Please read text/html 2008-09-01T22:02:12+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:help:b_accounts:c_assignedto&rev=1220299332&do=diff I want my co-worker to be assigned for an Account. Every entered record (Account, Contact, Task, Event, etc.) has its own assigned user. By default the user entering the record is assigned to it. If you enter data into Produs IT and want other user to be assigned for it, just select him from text/html 2013-03-20T12:34:34+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:help:b_accounts:d_firstmeeting&rev=1363779274&do=diff I have a meeting with a new Account for the first time. How can Produs IT help me? After entering the Account's Name into Produs IT, it is possible to open a map of Account's location by clicking on the „earth“ icon. See the picture below. text/html 2008-09-02T21:51:15+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:help:b_accounts:e_meeting&rev=1220385075&do=diff I have a meeting with an existing Account. How can Produs IT help me? Produs IT enables maintaining data of all Account's tasks and events. If you enter the data into the system every time, you will only need to click the selected Account to check the Activities, documents, Opportunities etc. regarding this Account to be ready for a meeting. text/html 2008-09-02T21:49:36+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:help:b_accounts:f_view&rev=1220384976&do=diff There is important information missing in Account's view. The system already has some lists that can help you view Accounts or Contacts. Please see the Creating views chapter to see how to create a new view. text/html 2010-09-09T09:09:25+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:help:b_accounts:g_search&rev=1284016165&do=diff I cannot find ... If you are searching through the Account tab using Search, Advanced Search or ABC Search, it may happen that you will not be given all wanted records. The system searches for hits according to view so if you are not getting all the wanted records, check suitability of the selected text/html 2008-09-02T21:59:39+0200 Anonymous (anonymous@undisclosed.example.com) https://pit.atol-bs.com/podpora/doku.php?id=us:slobase:help:b_accounts:h_delete&rev=1220385579&do=diff I cannot delete an Account If you cannot delete an Account, you are not assigned for this Account. You can only edit it.