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    Tab General

    Table of Contents

    In the tab General, the general data of the company can be maintained.

    The four flags Rating authority, Material controlling client, Contract partner and Supplier for material can be used to restrict the alternatives in a field. When these flags are not activated, the company can not be selected in different fields, which makes these fields easier to use. The flags are used in the following dialogs:

    Notice:

    Please activate all flags in case of doubt.

     

    Fields

    General company information First name Last name/Company Short name Contact Number More numbers Rating authority Material controlling client Contract partner Supplier for material
    Main business address Street State Postal Code City/Town Country E-Mail Url Phone Fax  
    Comment                    
    Logo                    
    Attributes Nr Symbol Attribute Value            

    Buttons

    Icon
    Mouse-Over
    Description

    Merge second person with current one

    You have the possibility to merge two persons. This means an addition of attributes. You can do this, to merge persons which have been created twice. To do this, follow this procedure:

    1. Click the button Merge second person with current one in the tab General.
      → The dialog Search opens.
    2. Search for the person, which should be merged with the current person. Enter a search term (title) and click Start search.
    3. When the search is completed, select a result and click Apply. The attributes of the second person will be adapted to the current person.

    Upload logo You can upload the logo of the company with this button.

    Show logo You can view the uploaded logo with this button.

    Automatically generate reference number

    This button serves to generate a reference number. The number is generated due to a mechanism in the program.

    Opens a dialog to edit more reference numbers

    This button opens a dialog to edit additional reference numbers. Here you can enter a further number to the existing reference number and define the main number. 
    On activating the flag Read only other users may not modify the number.