Content
|
Index
|
Search
Welcome to SoftExpert Customer
Attribute
Configuring an attribute
Indeterminate attribute mask
External attribute
Relationship
Translating an attribute
Associating attributes with types and categories
Filling out attributes
Category
Adding a category
Defining the storage of electronic files
Defining the category security
Complex file container
Configuring a complex file container
Adding an item to the container structure
Customer
Creating a new customer
Creating a customer from an existing company
Deleting a customer
Associating objects with the customer
Adding a contact
Adding a contact as an external user
Adding electronic files
Managing electronic files
Viewing a customer