CRM Phase 1 - Flipbook - Page 38
STEP
PROCESS
STEP 5
You will now have the facility to enter the company details within the Company tab:
Refer to the Autoline help files
STEP 6
for a detailed explanation of fields.
The Additional details tab:
Note – the Company magic number is displayed at the bottom right of the screen.
Refer to the Autoline help files
STEP 7
for a detailed explanation of fields.
Once complete, select the Save icon from the toolbar. The data fields will change
from Green to Red.
Creating Company Records
02.002.03.L1 9304E
Page 38 of 115
