Organisations and persons settings

To speed up and simplify the addition of organisations and persons, you specify a number of settings.

Procedure

• Always show additional fields when adding the type of organisation or person

  You specify that you always want to see the supplementary data automatically when adding a new User, Employee, Sales contact, etc. Supplementary fields are those fields that are specific to one type. If you do not specify this then, for the supplementary data in the New wizard, you will always have to select the Show additional data check box.

• Salutation

  There are different types of salutations. Commonly used are Dear Sir and Dear Madam, followed by the name. You can set this up in Profit.

• Import organisations and persons

  You can add organisations and persons by importing data in Profit.

Also see

• Auto numbering

  In several components of Profit you can use autonumbering. For example, you can use autonumbering for your organisations and persons or for the order numbers in the order process.

• Include numbering of persons in the organisation range

  As Profit saves persons and organisations in the same table, you can number them consecutively. New persons get identification numbers from the same number series as the organisations.