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New Company & Person Window

    Created with a trial version of ScreenSteps

    This two windows are almost same. Small differencies are in the Basic information section and also there is no section Industry for new person.

    Diferences and description of Basic information section

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    New company:
        Legal form - eg. Inc., s.r.o., a.s. ...,
        Reg. No. - it's company registration number,
        VAT No. - it's company VAT number,
        Category - most simplest categorisation,
        Due Days - it's number of days when the invoices are in due.

    New person:
        Prefix
        Fist name
        Last name
        Middle name
        Suffix
        Salutation - this field will be transfered on e-mails while using the ${SALUTATION} tag in e-mail template. See the section ${wiki:EmailTemplating}
        Gender
        Status
        Date of birth
        Language
        Category - most simplest categorisation,
        Contact Source - where we get this contact (should be modified) - eg. web, newspaper, friend, competitor ...

    Industry (only for new company)

    =media_1283667613329.png

    Fields:
        Industry - for selecting company industry.
        Description - for additional description of that industry for specific company.
        Primary - check box for selecting which industry is the primary one.

    Functions:
        1. Collapse/expand section - by clicking text with black arrow.
        2. Remove industry from contact - by clicking the cross (which is red when going your mouse cursor over).
        3. Add new industry to contact - by clicking the plus (which is green when going your mouse cursor over).

    Contact address

    =media_1283670438502.png

    Fields:
        Type - user-definable type of address (eg. Correspondece, Invoicing, Delivery, ...)
        Address
        Zip
        City
        Region
        Country
        Primary

    Functions:
        1. Collapse/expand section - by clicking text with black arrow.
        2. Remove contact address from contact - by clicking the cross (which is red when going your mouse cursor over).
        3. Add new contact address to contact - by clicking the plus (which is green when going your mouse cursor over).
        4. Locate address on map - by clicking the Locate on map button (this will open new window with google maps).

    Contact types

    =media_1283671114644.png

    Fields:
        Depends on implementation. There might be ten or no one.

    Functions:
        By selecting one or many check boxes there will appear one or many new tab with same name. With this we are saying that "this new contact is Client and we want to see it in Finder (see the section ${wiki:Finder} under the folder called Client".

    Contact informations

    =media_1283671781845.png

    Fields:
        Type - various types of contact (eg. E-mail, Skype, ICQ, Facebook, Linked-in, Cell phone, ...)
        Contact - field for filling up the phone number, ICQ number, e-mail address ...
        Description

    Functions:
        1. Collapse/expand section - by clicking text with black arrow.
        2. Remove contact information from contact - by clicking the cross (which is red when going your mouse cursor over).
        3. Add new contact information to contact - by clicking the plus (which is green when going your mouse cursor over).
        4., 5., 6. Contact information-specific icon and function. By clicking this icon you may:
            a. write new e-mail with prefilled recipient,
            b. call cell phone/land line (with using Skype),
            c. add ICQ number to your account,
            d. visit facebook/linked-in account,
            e. etc.

    Mass Mail Subscription

    =media_1283672198390.png

    This is usefull section when you are using mass mailing system function (see the section ${wiki:Mass mail}

    Functions:
        - By selecting one of the field you tell to system if this contact allowed you to send mass mails (newsletters, promotions, ...) to it.

    Groups

    =media_1283672491712.png

    The Groups name means distribution groups which are use to send mass mails to it (see the section ${wiki:Mass mail}.

    All that fields are variable.

    Fields:
        newsletters - the field with arrow before is category. In the Groups you may categorise your distribution groups.
        ASB Poland/Slovakia/Prague, Newsletter, VIP - this is distribution groups as client wants it. By selecting it we are telling taht "this contact will appear in this group and if we are sending mass mail to ASB Prague or VIP we wants its to recieve that message".

    Functions:
        Confused with how to add or remove distribution group?
            - For adding new group see the section ${wiki:Description/Contact Window}.
            - For removing group contact our support or use windows client.

    Bank

    =media_1283672995893.png

    Add new bank account eg. for invoicing informations.

    Fields:
        Name
        Bank name
        Bank Code
        Account Number
        IBAN/SWIFT
        Variable Symbol
        Constant Symbol
        Specific Symbol
        Comment
        Primary

    Functions:
        1. Collapse/expand section - by clicking text with black arrow.
        2. Remove Bank from contact - by clicking the cross (which is red when going your mouse cursor over).
        3. Add new Bank to contact - by clicking the plus (which is green when going your mouse cursor over).

    Comment

    =media_1283673234436.png

    This section is just for your comments and keywors. It is not too much visible in system and it is not used often.

    Footer - no additional information

    =media_1283673421396.png

    Functions:
        1. Cancel - to close this window without saving.
        2. Next - to process to next window (which is the fist one you created in the step ${wiki:Description/New CompanyPerson Window/Contact Types)
        3. Save - to save all changes and close this window.

    Footer - similar contact found

    =media_1283673570451.png

    By clicking this text the window with that similar contact will appear.

    Footer - same contact found

    =media_1283673623026.png

    By clicking this text the window with that same contact will appear.

    System disallow to create same contact.

    The sameness or similarity of the contacts is done as following:
        Company:
            1. The name is similar to already created one => Similar contact.
            2. The company registration number is same as the one already created => Same contact.
        Person:
            1. The fist name and the last name is similar to already created one => Similar contact.
            2. Persons e-mail address or cell phone is same as the one already created => Same contact.

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