Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

After you have set up your company for the National Account functionality, you will need to set the office.

  1. Go to the Setup Module

  2. Select the Office

  3. Navigate to the General tab

  4. Enter the Office Opened date

  5. Select the Company from the drop down

  6. Click Save

The process will need to be completed for each office.

...