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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.
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
1. My Record
This contains personal information
about yourself which is used on invoices etc.
Fill in the details and click
on Defaults on the left which will open default information
like phone formats, etc.
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
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
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