Assistant list
The Assistants menu item of Partner management is significant with regard to CRM. It is possible to register a new assistant and modify the listed datasheets in the parameterizable report of assistants belonging to given partners.
Importing additional partner addresses
Partner master and every address (invoicing, postal, etc.) belonging to a particular partner can be uploaded to your database very quickly. The data import feature makes your work easier and saves you plenty of time.
Entering a new company, deleting a company
The program provides you wih the possibility of managing invoicing and inventories of multiple companies on one PC.
To do so, you do not need to reinstall the software. You can register the new company using another valid licence and product number.
Modifying and replacing product numbers in the program
You may wish to use the program with a new product number. It means that the current product number needs to be replaced for a given company. Proceed as follows.
Software update on workstations
When using the system in a network, it is easy to update your workstations. You can perform the version update directly from the software update warning message.
System settings – Parameterizing voucher relations
Navigate to Maintenance/System settings and select the General tab. Here you can set the behavior of the program when it comes to managing voucher relations (if a related voucher is created from the initial voucher).
Contents
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