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Exact Globe+   
 

Creating and maintaining sizes

Menu path

System ➔ General ➔ CRM ➔ Sizes

Introduction

When you are maintaining your accounts in Exact Globe Next, you can group the accounts based on their sizes which reflect the number of your employees.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a size?

  1. Click New
  2. Define the fields.
  3. Click Save
  4. Click Close.
Keep in mind: All fields with the “!” icon are mandatory.

How do I edit the size?

  1. Select a size.
  2. Click Open.
  3. Edit the field(s).
  4. Click Save.
  5. Click Close.

Fields

Buttons

Related document

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.360.139
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
 Disclaimer

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