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erp-manual:cloud:profile:header
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erp-manual:cloud:profile:header [2020/06/25 04:17] krishnad |
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| - | ===== Header ===== | ||
| - | ==== Overview of Header ==== | ||
| - | * Header stores the general information related to the customer. It normally stores the customer name, its account with company, its channel, priority, etc. | ||
| - | |||
| - | ==== General Interaction ==== | ||
| - | * To add header Click Edit Header or Press (h). When clicked on Edit Header a popup will open. In which the header details are added and then confirmed. | ||
| - | * Click Edit Header on Main Detail section and fill Customer Name, Channel and other information as necessary to generate accurate DSR reporting. | ||
| - | * If the neccesary channel or category is not present | ||
erp-manual/cloud/profile/header.1593058674.txt.gz · Last modified: 2020/06/25 04:17 by krishnad
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