3_AVS-V2_MCT-UM-internal_EN_07-2019.pdf - 第50页
ASM AVS - U SER M ANUAL P AGE 50 OF 182 5.2.15.1 Customer Data Details The dat a st ruct ure for Cont acts/ Use rs i s as fol lows : Cu stom er -> D epar tmen t -> Co n- tac t/Us er Ent er Custom er name (Com pany …
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5.2.15 Customer Data
Click the “Customer” Button in the Menue bar.
In the following window, select the country from which you want to process customer data.
A list with all customers of this country, opens.
To define a customer as the default, select the appropriate customer in the list and press the
button "Default" in the menu area.
Double Click the Customer you want to change, or mark the line and press “Edit” to open the
“Customer Details” view.
Press “New” if you want to add another customer to the database.
NOTICE
For the basic function of the Software, a standard customer must be advised.
Means, a customer must be defined as standard.
At the Login, when starting the Software, only users from this standard customer are listed for the login.
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5.2.15.1 Customer Data Details
The data structure for Contacts/Users is as follows: Customer -> Department -> Con-
tact/User
Enter Customer name (Company name) and address.
3TTo create3T 3Ta3T 3Tcontact with a3T 3Tcustomer3T, a division 3Thas to be created3T 3Tfirst3T.
One department at least must be created
to each customer.
This can be done here directly after
saving the customer data once.
1. The customer data also
contain the address data.
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5.2.16 Departments
Click on the button “Departments” in the group customer data of the menu list.
, or
In the following window, choose the customer, where you want to edit departments data.
A list with all departments from this customer appears.
Double Click the Department you want to change or mark the line and press “Edit” to open the
“Department Details” view.
Press “New” if you want to add another customer to the database.
Enter the full name of the department of the contact you like to enter later.
Activate this Checkbox, if the address
of the department is equal to the
companies address (Customer).
If the address of the department is
different to the company’s address,
deactivate this Checkbox and enter
the address data in the fields below.
After saving of the departments
data, the desired contact can be
added directly here.