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Metadata
Metadata

Metadata is content from the database or data warehouse of your business.
 
This tells you what data you have, where it comes from, what it means and what its relationship is to other data in t

Alternative Addresses
Alternative Addresses

 
More often than not, Companies have multiple geographical presence and while charging or delivering products and services,
 
it's easier if your database already has all the addresses o

Contacts Associated with Company
Contacts Associated with Company

 
To add more contacts associated with any particular company
 

Mouse Over on Customer/Supplier
Go to Show People in the drop down menu
Next page shows a list of Contacts already in y

Associated Data
Associated Data

 
Associated Data is the bunch of data which is associated with a particular company (customer/supplier), this is broadly classified into:
 
1. The Contacts/People which are part of the c

Editing an Existing Contact
Editing an Existing Contact

 
1. To Edit an Existing Contact. Go to Customers (or Suppliers) Tab.  A drop down menu opens. Click on 'Show People'
 
2. A new window with Dashboard → Customers

Adding a New Contact
Adding a New Contact

 
This topic details the process of adding a New Contact to an existing Company in your database.
 
1. On your Dashboard navigate to “Customers” tab. The mouse over would

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