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2019-11-05T15:10:52Z

Marked this version for translation

TR: Created page with " == Register a new company == {{ExpandImage|PRO-CTS-EN-en-bild1.png}} The list in Contacts shows all registered companies. Add a new company. First press {{bt..."

2019-11-05T15:10:18Z

Created page with "<translate> == Register a new company == {{ExpandImage|PRO-CTS-EN-en-bild1.png}} The list in Contacts shows all registered companies. Add a new company. First press {{bt..."

New page

<translate>

== Register a new company ==

{{ExpandImage|PRO-CTS-EN-en-bild1.png}}

The list in Contacts shows all registered companies.

Add a new company. First press {{btn|New company}}.

{{ExpandImage|PRO-CTS-EN-en-bild2.png}}

== Register employees ==

After saving the new company it is found in the list and you can complete with employees. Open the company, go to the tab Employees and select {{btn|New}}.

{{ExpandImage|PRO-CTS-EN-en-bild3.png}}

It is possible to connect one person to several companies, for example if a person changes employer or works as consultant on several places. Hence there is a possibility to search earlier entered persons in the field Person. If you register a new person, leave that field blank.

The tab Personal data can be used for a person’s private information.
The personal data relates to the person’s code, and if one person relates to several companies and you make changes here, it will be changed in all companies.

==To see companies and persons ==

On the start page of Contacts, select Companies or Persons.

{{ExpandImage|PRO-CTS-EN-en-bild4.png}}

{|class= mandeflist
!Search
|Delimit the list with different keywords. You can use several words and separate them with space.
|-
!Only active
|Lists only active companies/person
|-
!Only own
|Shows only companies whwrw you are the owner
|-
!Category
|Shows only a certain category
|-
!Country
|Delimits the list to a certain country
|-
!Export
|Exports data from Contacts to Excel
|-
!Home page
|Opens the company’s home page in the web browser
|-
!Email
|Opens an e-mail and pastes the selected email address as recipient
|-
!Label
|Formats the address so that it is easy to print as a label
|}

== Base registers – Register countries and categories ==

Register categories and countries in {{pth|System|Base registers}}, tab CTS.

You can use categories for labelling companies, for example as clients or suppliers. The label is shown on the persons related to the company. The persons can have one additional category, eg. Accounting department or CEO.

[Category: Manuals]
[Category: PRO-CTS-EN]
[Category: Projects]
</translate>

@@ Line 1: / Line 1: @@
 <translate>
-== Register a new company ==
+== Register a new company == <!--T:1-->
 {{ExpandImage|PRO-CTS-EN-en-bild1.png}}
 The list in Contacts shows all registered companies.
 Add a new company. First press {{btn|New company}}.
 {{ExpandImage|PRO-CTS-EN-en-bild2.png}}
-== Register employees ==
+== Register employees == <!--T:5-->
 After saving the new company it is found in the list and you can complete with employees. Open the company, go to the tab Employees and select {{btn|New}}.
 {{ExpandImage|PRO-CTS-EN-en-bild3.png}}
 It is possible to connect one person to several companies, for example if a person changes employer or works as consultant on several places. Hence there is a possibility to search earlier entered persons in the field Person. If you register a new person, leave that field blank.
 The tab Personal data can be used for a person’s private information.
 The personal data relates to the person’s code, and if one person relates to several companies and you make changes here, it will be changed in all companies.
-==To see companies and persons ==
+==To see companies and persons == <!--T:10-->
 On the start page of Contacts, select Companies or Persons.
 {{ExpandImage|PRO-CTS-EN-en-bild4.png}}
 {|class= mandeflist
 !Search
@@ Line 59: / Line 69: @@
-== Base registers – Register countries and categories ==
+== Base registers – Register countries and categories == <!--T:14-->
 Register categories and countries in {{pth|System|Base registers}}, tab CTS.
 You can use categories for labelling companies, for example as clients or suppliers. The label is shown on the persons related to the company. The persons can have one additional category, eg. Accounting department or CEO.
 [Category: Manuals]
 [Category: PRO-CTS-EN]

Contacts - Revision history

TR: Marked this version for translation

TR: Created page with " == Register a new company == {{ExpandImage|PRO-CTS-EN-en-bild1.png}} The list in Contacts shows all registered companies. Add a new company. First press {{bt..."