Difference between revisions of "Commonly Used Screens"

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(Create or Edit Contact Information)
 
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==Create or Edit Contact Information==
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The following screens are used by many applications:
  
*'''Purpose''' - This indicates the purpose of contact information (postal address, phone number, email address, and web URL).  To assign multiple purposes to the contact information, click the [Update] button and select the additional purpose from the drop down menu.
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* [[Internal Messaging]]
*'''Directions''' - This information box allows you to enter directions to an address you are adding to the contact information.
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* [[Create or Edit Contact Information]]
*'''Allow Solicitation''' - This allows you to indicate whether or not it is appropriate to solicit this contact.  Select "Yes" or "No" from the drop down menu.
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* [[Setting User Profile]]
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* [[Create Payment Methods]]
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* [[Payment Terms]]
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* [[Create Tax ID Screen]]
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* [[Write Email Screen]]
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* [[View Email Screen]]
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* [[User Profiles Screen]]

Latest revision as of 11:18, 12 January 2008