EditPurpose
To view, add, update, or delete companies that the users of your SalesdeskSuite application represent.
EditLocations Used
Administration
EditOverview
As administrator, you can maintain a list of companies that the users of SalesdeskSuite represent.
EditView Companies
To view a list of companies already defined, make the menu selection
Control Panel→Contact Settings→Company Maintenance from the main menu bar.
 Companies |
To view more information on a company, click on a name on the list and the Company Details page will appear. Refer to the section "Add a New Company" for an explanation of the input fields on that page.
EditAdd a New Company
To add a new company to SalesdeskSuite, click on the
ADD NEW ENTRY button on the Companies page.
 Company Details |
All fields marked with an asterisk “*” are required. In other words, you cannot save or update any changes you make to the company information unless all required fields have valid values.1.
Name* – Enter the name of the company you are adding.
2.
Address 1, Address 2, City, State, Zip Code, Country – Enter the company’s postal address.
3.
Email Address – Enter an email address for the company.
4.
Phone Number, Fax Number – Enter the company’s phone and fax numbers.
5.
Default Logo – Enter the name of the image file that contains your company logo. The file path you enter can be a location on the Internet or on your PC. The ideal size of the image is noted just below this input field. If you do not know the name of the file, click on the Browse button to choose a file on your system.
 File Selection |
A Windows file selection window will appear where you can move around the folders on your system to view files and select one. Click on the file name to highlight the image file you wish to use, then click on the Open button.
6.
Default Title – Enter the title to display with the logo.
7.
Home Image – Enter the name of the image file to use to represent the home page. Or, if you do not know the name of the file, click on the Browse button to choose a file on your system.
8.
Show FileitSuite – Check this box if you would like users from this company to view FileitSuite features.
9.
Show SalesdeskSuite – Check this box if you would like users from this company to view SalesdeskSuite features.
10.
Show ProjectSuite – Check this box if you would like users from this company to view ProjectSuite features.
11. Click on the
SAVE button to create the new company in the SalesdeskSuite database. Click on the
CANCEL button to discard your changes.
EditEdit an Existing Company
1. On the Companies page, click on the name of the company that you wish to edit.
2. The Company Details page will appear. Make the desired changes.
3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.
EditDelete an Existing Company
1. On the Companies page, click on the name of the company that you wish to delete.
2. The Company Details page will appear. Click on the DELETE button at the bottom of the page.
3. You will be asked to confirm this action. Click on OK.
4. The company will be deleted from the SalesdeskSuite database. Its name will no longer be displayed on the Companies page.