Organisation/customer card and persons/contact card
15 articles
- New organisation view/customer card: Introduction
- New organisation view/customer card: Setup
- New contact card/person card: Introduction
- New contact card/person card: Setup
- Duplicate validation: Organisations
- Create an organisation - Quick create
- Managing e-mail addresses
- Create or edit a Person
- Create new Territories
- Duplicate validation: Person
- Copy a Person
- Move or merge a Person
- System Settings: Drop Down lists: Organizations
- Custom fields - Persons
- Revenue Grouping