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Records
This book covers all things record related. Whether your primary record relates to a company, individual or guest all information stored about the record will be covered in this module.
- 1. Overview
- 2. Accounting page
- 2.1. Overview
- 2.2. To invoice section
- 2.3. Invoice/credit section
- 2.4. Card payments
- 2.5. Creating an invoice (with accounting integration)
- 2.6. Editing an invoice
- 2.7. Removing an invoice
- 2.8. Adding a receipt
- 2.9. Adding a credit (with accounting integration)
- 2.10. Adding payment schedules to an invoice
- 2.11. Sending an invoice/receipt/credit manually
- 3. Activity page
- 4. Audit log page
- 5. Contacts page
- 5.1. Add contact
- 5.2. Remove contact
- 5.3. Move contact
- 5.4. Additional email section
- 5.5. Address section
- 5.6. Consent section
- 5.7. General section
- 5.8. Interactions section
- 5.9. Interest section
- 5.10. Membership/customer section
- 5.11. Personal bio section
- 5.12. Settings section
- 5.13. Social media section
- 5.14. Type section
- 5.15. Uploads section
- 6. General page
- 6.1. Accounting section
- 6.2. Affiliates section
- 6.3. Billing address section
- 6.4. Bookings chart
- 6.5. Business section
- 6.6. Business description section
- 6.7. Contacts section
- 6.8. General section
- 6.9. Head office address section
- 6.10. Interactions section
- 6.11. Interests section
- 6.12. Main address section
- 6.13. Membership/customer section
- 6.14. Overview section
- 6.15. Presenter(s) section
- 6.16. Social media section
- 6.17. Sponsor(s) section
- 6.18. Uploads section
- 7. Interactions page
- 8. International trade page
- 9. Quotes page
- 10. Membership certificates