Tutorial 2 - Setting up the address book options

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Tutorial 2 - Setting up the address book options
 

 

In this lesson we will be setting up options that influence how our address book behaves. All the settings are done with one dialog.


1. From the Setup Advisor, click on Setup your Company Information

( You can also reach this from Tools/Global Options)



There are now a few screens to complete


My Record


This contains personal information about yourself which is used on invoices etc.

 



2. Fill in the details and click on Defaults on the left which will open default information like phone formats, etc.



3. Fill in the details and click on Operation on the left which will open the page on how CRM-Express should perform when doing certain operation



4. Fill in the details and click on Tax and Currency on the left which will open the next page.


Continue with the rest of the options on the left until all your details has been set up