Differences
This shows you the differences between two versions of the page.
company [2019/01/30 09:22] 127.0.0.1 external edit |
company [2019/02/06 10:37] (current) kcifreo |
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- | ====== | + | ====== |
+ | == Company == | ||
+ | {{: | ||
- | ==Company== | + | |
- | + | * **Allow duplicate Company names in Company entry**. If this option is selected, you will be able to enter duplicate company names in the company entry. If this option is not selected, no duplicate names will be allowed. | |
- | + | * **Require Company industry. **When this option is selected, you will be required to enter a company industry. If this option is not selected, no company industry will be required. | |
- | + | * **Require Company origin. **If this option is selected, you will be required to enter a company origin. If this option is not selected, no company origin will be required. | |
- | {{:: | + | * **Require Phone Numbers. **When this option is selected, phone numbers will be required. If this option is not selected, no phone numbers will be required. |
- | | + | * **Prompt for reasons when prospects UDFs are edited. **If this option is selected, you will be prompted for reasons when editing prospects UDFs. If this option is not selected, you will not be prompted. |
- | * **Allow duplicate Company names in Company entry**. | + | * **Prompt for reason when Client UDFs are edited. **When this option is selected, you will be prompted for reasons when editing client' |
- | * **Require Company industry. | + | * **Prompt for reason when prospects are edited. **When this option is selected, you will be prompted for reasons when editing a prospect. If this option is not selected, you will not be prompted. |
- | * **Require Company origin. | + | * **Prompt for reasons when clients are edited. **When this option is selected, you will be prompted for reasons when editing a client. If this option is not selected, you will not be prompted. |
- | * **Require Phone Numbers. | + | * **Check Lookup Tax By Zip Code by default.** |
- | * **Prompt for reasons when prospects UDFs are edited. | + | * **Tax Class Blank by Default. **If this option is selected, the tax class field will be left blank by default. If this option is not selected, the tax class will not be blank. |
- | * **Prompt for reason when Client UDFs are edited. | + | * **Show Salespeople on Company and Order Entry screens. **If this option is selected, the salespeople will show on the company and order entry screens. If this option is not selected, they will not be shown. |
- | * ** Prompt for reason when prospects are edited. | + | * **Default Salesperson to: {{: |
- | * **Prompt for reasons when clients are edited. | + | * **Allow multiple salespeople per company: {{: |
- | * **Check Lookup Tax By Zip Code by default.** When this option is selected, the lookup tax will be checked by zip code by default. If this option is not selected, the lookup tax will not be checked by zip code by default. | + | **Tax Exemption Options: ** |
- | * ** Tax Class Blank by Default. | + | |
- | * ** Show Salespeople on Company and Order Entry screens. | + | |
- | * **Default Salesperson to: {{:: | + | |
- | * ** Allow multiple salespeople per company: {{:: | + | |
- | + | ||
- | **Tax Exemption Options: | + | |
- | * ** Default tax exemption to all states. | + | |
- | * ** Require tax exempt status to be manually selected. | + | |
+ | * **Default tax exemption to all states. **When this option is selected, all states will be marked tax exempt by default. | ||
+ | * **Require tax exempt status to be manually selected. **When this option is selected, you will be required to select the tax exemption status manually. | ||
**Address Options Panel:** | **Address Options Panel:** | ||
- | * ** Show county field in address entry. | ||
- | * ** Show country field in address entry. | ||
- | * ** Limit states to list. **If this option is selected, you will be able to select a state from a created list. If this option is not selected, you will not be able to select a state from a list. | ||
- | * ** Allow Addresses to use Tax Class.** When this option is selected, addresses will be allowed to use tax classes. If this option is not selected, addresses will not be allowed to use tax classes. | ||
- | * ** Use Shipping Company' | ||
- | * ** Require postal code. **When this option is selected, a postal code will be required for a company. | ||
- | * ** Default city to store' | ||
- | * ** Allow multiple addresses. | ||
- | * ** Automatically create additional address for new companies.** {{:: | ||
- | **Service Contract: | + | |
- | * ** Show flag if customer service contract | + | * **Show |
- | * ** Show flag if customer does not have a service contract. **If this option is selected, a flag will show if a customer does not have a service contract. If this option is not selected, | + | * **Limit states to list. **If this option is selected, |
+ | * **Allow Addresses to use Tax Class.** | ||
+ | * **Use Shipping Company' | ||
+ | * **Require postal code. **When this option is selected, | ||
+ | * **Default city to store' | ||
+ | * **Allow multiple addresses. **When this option is selected, you will be allowed to have multiple addresses for an individual company. | ||
+ | * **Automatically create additional address | ||
+ | **Service Contract: ** | ||
- | **Reset Values: | + | * **Show flag if customer service contract is expired. **If this option is selected, a flag will show when a customer' |
+ | * **Show flag if customer does not have a service contract. **If this option is selected, a flag will show if a customer does not have a service contract. If this option is not selected, no flag will show for customers that do not have a service contract. | ||
+ | **Reset Values: **If this button is clicked, it will reset all your current selections to your default selections. | ||
+ | === Contact Options === | ||
+ | {{: | ||
- | ===Contact | + | * **Show Middle Name. **If this option is selected, the middle name will appear. If this option is not selected, no middle name will show. |
+ | * **Hide shipping address. **If this option is selected, the shipping address will be hidden. If this option is not selected, the shipping address will show. | ||
+ | * **Email address required**. If this option is selected, an email address will be required to save and close a contact. If this option is not selected, no email address will be required. | ||
+ | * **Require check number when posting payment. **When this option is selected, a check number will be required when posting a payment. If this option is not selected, you will be able to post a payment with no check number. | ||
+ | * **Show contact Image. **If this option is selected, the contact image will show. If this option is not selected, no contact image will appear. | ||
+ | * **Include year in birthday. **If this option is selected, the year will be included in the birthday of the contact. If this option is not selected, there will not be a year of birth for the contact. | ||
+ | * **Default Last Name to the Company Name. **If this option is selected, the last name will be the same as the company name by default. If this option is not selected, the last name will need to be manually entered. | ||
+ | **Full | ||
+ | **Full Contact Plural Name: [ text field ]. ** Text entered in this field will be used to refer to more than one full contact person in a company. | ||
+ | **Limited Contact Singular Name: [ text field ]. **Text used in this field will be used to refer to one limited contact person in a company. | ||
- | {{:: | + | **Limited Contact Plural Name: [ text field ]. **Text entered in this field will be used to refer to more than one limited contact person in a company. |
- | * **Show Middle Name. **If this option is selected, the middle name will appear. | + | |
- | * **Hide shipping address. | + | |
- | * **Email address required**. | + | |
- | * **Require check number when posting payment. | + | |
- | * **Show contact Image. | + | |
- | * **Include year in birthday. | + | |
- | * **Default Last Name to the Company Name. **If this option is selected, the last name will be the same as the company name by default. | + | |
- | + | ||
- | **Full Contact Singular Name: [ text field ]. **Text entered in this field will be used to refer to one full contact person in a company. | + | |
- | + | ||
- | **Full Contact Plural Name: [ text field ]. ** Text entered in this field will be used to refer to more than one full contact person in a company. | + | |
- | + | ||
- | **Limited Contact Singular Name: [ text field ]. **Text used in this field will be used to refer to one limited contact person in a company. | + | |
- | + | ||
- | **Limited Contact Plural Name: [ text field ]. **Text entered in this field will be used to refer to more than one limited contact person in a company. | + | |
**When storing credit card information for a contact:** | **When storing credit card information for a contact:** | ||
- | * **Check that Credit Card Numbers are valid. (Does not authorize) | ||
- | * **Require a valid expiration date. **When this option is selected, a credit card will have to have a valid expiration date in order for the credit card information to be stored. | ||
- | * **Require a name on card. **When this option is selected, a credit card must have a name on it in order for the credit card information to be stored. | ||
+ | * **Check that Credit Card Numbers are valid. (Does not authorize) **When this option is selected, credit card numbers will be checked to make sure they are valid. When the number is checked, the payment WILL NOT be authorized. | ||
+ | * **Require a valid expiration date. **When this option is selected, a credit card will have to have a valid expiration date in order for the credit card information to be stored. If this option is not selected, no valid expiration date will be required. | ||
+ | * **Require a name on card. **When this option is selected, a credit card must have a name on it in order for the credit card information to be stored. If this option is not selected, no valid expiration date will be required. | ||
**Address Options: ** | **Address Options: ** | ||
- | * **Automatically create additional addresses for new contacts. | ||
- | * ** Credit Card billing: {{:: | ||
- | **Reset Values: | + | * **Automatically create additional addresses for new contacts. **When this option is selected, the user will be prompted to enter additional addresses for new contacts. If this option is not selected, only the standard billing and shipping addresses will be created for a contact. |
+ | * **Credit Card billing: {{: | ||
+ | **Reset Values: **If this button is clicked, it will reset all your current selections to your default selections. | ||
+ | === Vendor Options === | ||
+ | {{: | ||
- | ===Vendor Options=== | + | **Default Shipping Method: {{: |
+ | === Company Notes === | ||
+ | {{: | ||
- | {{:: | + | * This option allows you to create templates for company notes. In this screenshot, the note template is named "100% Deposit", |
+ | * Underneath the name of the template, you are able to create the template. This template reads "Take a 100% deposit from this customer!" | ||
+ | * **Show Inactive.** | ||
+ | === Phone Number Types === | ||
- | **Default Shipping Method: | + | {{: |
- | + | ||
- | + | ||
- | + | ||
- | ===Company Notes=== | + | |
- | + | ||
- | + | ||
- | + | ||
- | {{:: | + | |
- | * This option allows you to create templates for company notes. | + | |
- | * Underneath the name of the template, you are able to create the template. | + | |
- | * **Show Inactive.** | + | |
- | + | ||
- | + | ||
- | + | ||
- | ===Phone Number Types === | + | |
- | + | ||
- | + | ||
- | + | ||
- | {{:: | + | |
**System Phone Number Type:** | **System Phone Number Type:** | ||
- | * **Phone Number Type Name: [ text entry ]. **This text entry field will display the name of the phone number type that you selected from the list to the left. | ||
- | * ** Active. | ||
- | * **Description. | ||
- | * ** Show inactive. | ||
- | |||
- | |||
- | |||
- | ===Shipping Methods=== | ||
- | |||
- | |||
- | |||
- | {{:: | ||
- | * **Shipping Method Name: [ text entry ]. **This text entry field will display the name of the shipping method that you selected from the list to the left. | ||
- | * ** Active. | ||
- | * **Description. | ||
- | * **Show Inactive. | ||
- | |||
- | |||
- | |||
- | ===Titles=== | ||
- | |||
- | |||
- | |||
- | {{:: | ||
- | * **Title Name: [ text entry ]. **This text entry field will display the title name that you selected from the list to the left. | ||
- | * ** Active Title. | ||
- | * ** Show inactive. | ||
- | |||
- | |||
- | ===Next Company Number=== | + | * **Phone Number Type Name: [ text entry ]. **This text entry field will display the name of the phone number type that you selected from the list to the left. |
+ | * **Active. **If this option is selected, the currently displayed phone number type will be considered an active phone number type. If this option is not selected, the current type will be considered inactive. | ||
+ | * **Description. **In this text box, you are able to type a description of the current phone number type. | ||
+ | * **Show inactive. **If this option is selected, all phone number types will be shown in the list, whether they are active or inactive. | ||
+ | === Shipping Methods | ||
+ | {{: | ||
+ | * **Shipping Method Name: [ text entry ]. **This text entry field will display the name of the shipping method that you selected from the list to the left. | ||
+ | * **Active. **If this option is selected, the currently displayed shipping method will be considered an active shipping method. If this option is not selected, the current method will be considered inactive. | ||
+ | * **Description. **In this text box, you are able to type a description of the current phone number type. | ||
+ | * **Show Inactive. **If this option is selected all shipping methods will be shown in the list, whether they are active or inactive. | ||
+ | === Titles === | ||
- | {{:: | + | {{:titles.jpg? |
- | **Next Company Number: [ # | + | |
+ | * **Active Title. **If this option | ||
+ | * **Show inactive. **If this option is selected, all titles will be shown in the list, whether they are active or inactive. | ||
+ | === Next Company Number === | ||
+ | {{: | ||
+ | **Next Company Number: [ # ].** This is where the next company number will appear. You can also click the 'set next company number' | ||