You can assign an account department to a contact to designate what department the contact works in within his/her organization.
Add an Account Department
- Click the Account Departments link from the Main Menu. The Account Departments page opens.
- Click the Add button. The Add Account Department window opens.
- Enter the following information:
- Description - Name of the department.
- Status - Active departments are available for selection from the Account Department drop-down.
- Code - Unique alphanumeric value.
- Click OK.
Change an Account Department
You can change the information for an account department after you have created it. When you change the information for an account department, it updates wherever the account department is used. If you don't want to update the already existing account department data, then you must add a new account department using the steps in Add an Account Department.
- Click the Account Departments link from the Main Menu. The Account Departments page opens.
- Select the account department to edit.
- Right-click and select Edit. The Edit Account Department window opens.
- Update the necessary information.
- Click OK.
Inactivate an Account Department
If you no longer use an account department but want to keep record of it for reporting or other purposes, you can make it inactive. When you make an account department inactive, it is no longer available for selection in the Account Department drop-down.
- Click the Account Departments link from the Main Menu. The Account Departments page opens.
- Select the account department to make inactive.
- Right-click and select Edit. The Edit Account Department window opens.
- Select Inactive from the Status drop-down.
- Click OK.
Delete an Account Department
If you no longer use an account department and don't want to keep a record of it, you can delete it. When you delete an account department that is used, you receive a prompt to select an account department to replace the account department you are deleting. You cannot undo the delete or delete and replace process.
- Click the Account Departments link from the Main Menu. The Account Departments page opens.
- Right-click on the account department to delete.
- Select Mark for Delete.
- Click the Save button. If the account department is used, the Replace window opens.
- Select the account department from the drop-down to replace the deleted account department.
- Click OK.
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