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Old Version 2

changes.mady.by.user Beth Dela Paz

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New Version 3

changes.mady.by.user Beth Dela Paz

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  • This line was added.
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  • Formatting was changed.
  1. On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
  2. On Entity search screen, click New button
    Image Added
  3. Enter details on Name, Contact, Email, Zip/Postal, Country, Phone and Address
    Image Added
  4. Click Add toolbar button
    1. If there are existing entities that matches any of the fields entered, this message will pop upImage Added
    2. Clicking OK will display the Duplicate Entities screen with the entities matching the setup
      Image Added
  5. If there are no existing entities that matches the entry, Entity screen will open with the supplied information
    Image Added

 

Expand
title15.4 & 16.1
  1. On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
  2. On Entity search screen, click New button
    Image Modified
  3. Enter details

...

  1. on Name, Contact, Email, Phone, Address, Zip/Postal
    Image Modified
  2. Click

...

  1.  Add toolbar button
    1. If there are existing entities that matches any of the fields entered, this message will pop upImage Modified

...

    1. Clicking OK

...

    1.  will display the Duplicate Entities screen with the entities matching the setup
      Image Modified
  2. If there are no existing entities that matches the entry, Entity screen will open with the supplied information
    Image Modified