Veculim

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Companies

    Similar to Customers, Company information can also be captured into Veculim for regular selection.

     

     

    This can be done by accessing the Companies icon in the People Menu.

    BrowseCompany

     

    Inserting Company Information

    Once the Companies window is displayed, please select the Insert button in order for the Update Company window to be displayed.

     

    UpdateCompany

     

    Capture all information as preferred, remembering that any red fields are required fields and therefore have to be entered. Any blue fields are automatically generated by the system.

     

    Changing Company Information

    Once the Companies window is displayed, please select the Change button in order for the Update Company window to be displayed. The information can then be edited according to your needs.

     

    Deleting a Customer

    Once the Companies window is displayed, please select the Delete button.

     

    A message will then be displayed asking you to confirm the request to delete the record. Click Yes to confirm and delete.

    Page last modified 13:02, 29 Sep 2014 by Cay-Lynne Veculim > People Menu > Companies

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