Customer
Catalog system relates customer and customer management. Customers are divided into many categories, many fields, with different revenue/ budget or various scale of human resouse.
Manage category of type of customers
Menu -> Category -> Customer -> Type of customers
The steps:
+ Add New Type of Customer: To add a new Type of Customer, access the link above, click the to display the popup panel, and add the contents according to the required data fields. Then, click to save the content.
+ Edit Type of Customer: To edit a Type of Customer, click next to Type of customer to display the popup panel and edit the content. Then, click to save the edited content. If you do not want to change, click Close.
+ Delete Type of Customer: To delete a Type of Customer, click next to Type of Customer to display the popup panel and confirm again by selecting Agree to delete to completely delete that Type of Customer out of the system. If you do not want to delete, click Close.
+ Sort of Type of Customer: Refer to Here.
Manage business category.
Menu -> Category -> Customer -> Business fields
The steps:
+ Add New Business Fields: To add a new Business Fields, access the link above, click the to display the popup panel, and fill the contents according to the required data fields. Then, click to save the content.
+ Edit Business Fields: To edit a Business Fields, click next to Type of customer to display the popup panel and edit the content. Then, click to save the edited content. If you do not want to change, click Close.
+ Delete Business fields: To delete a Business fields, click next to Business fields to display the popup panel and confirm again by selecting Agree to delete to completely delete that Business fields out of the system. If you do not want to delete, click Close.
+ Sort of Business fields: Refer to Here.
Manage category of scale of hamun resourse.
Menu -> Category -> Customer -> Scale of Human resourse
The steps:
+ Add New Scale of human resourse: To add a new Scale of human resourse, access the link above, click the to display the popup panel, and fill the contents according to the required data fields. Then, click to save the content.
+ Edit New Scale of human resourse: To edit a New Scale of human resourse, click next to New Scale of human resourse to display the popup panel and edit the content. Then, click to save the edited content. If you do not want to change, click Close.
+ Delete Scale of human resourse: To delete a Scale of human resourse, click next to Business fields to display the popup panel and confirm again by selecting Agree to delete to completely delete that Business fields out of the system. If you do not want to delete, click Close.
+ Sort of Scale of human resourse: Refer to Here.
Mange category of type of organization
Menu -> Category -> Customer -> Type of organization
The steps:
+ Add New Organization Type: To add a new Organization Type, access the link above, click the to display the popup panel, and fill the contents according to the required data fields. Then, click to save the content.
+ Edit Organization Type: To edit a Organization Type , click next to New Scale of human resourse to display the popup panel and edit the content. Then, click to save the edited content. If you do not want to change, click Close.
+ Delete Organization Type: To delete a Organization Type , click next to Business fields to display the popup panel and confirm again by selecting Agree to delete to completely delete that Business fields out of the system. If you do not want to delete, click Close.
+ Sort of Type of organization: refer to Here.
Manage category of origin
Menu -> Category -> Customer -> Origin
The steps: Add new/ Edit/ Delete