Set up profile questionnaires that you want to use when entering information about your contacts' profiles. Within each questionnaire, you can set up the different questions you intend to ask your contacts. You can also run the questionnaire to answer some of the questions based on contact, customer, or vendor data automatically.
Set up or enable workflows that connect business-process tasks performed by different users. System tasks, such as automatic ...
Set up periods in combinations with your accounting periods that define when you can post transactions that affect the value ...
Set up posting groups, so that payments in and out of each bank account are posted to the specified general ledger account. ...
Set up print management options to control how documents, such as confirmations and quotations, are printed during the posting ...
Set up profile questionnaires that you want to use when entering information about your contacts' profiles. Within each questionnaire, ...
Set up recurring sales lines for the customer, such as a monthly replenishment order, that can quickly be inserted on a sales ...
Set up reminder terms that you select from on customer cards to define when and how to remind the customer of late payments. ...
Set up responsibility centers to administer business operations that cover multiple locations, such as a sales offices or ...
Set up streams in social center link contains the help for creating streams and keeping track of live data streams in social ...