Accounts and Contacts

How to: Manage accounts and contacts
Content Description Account management Add an account Delete an existing account Activate/Inactivate an existing account Editing account information...
Wed, 14 Oct, 2020 at 6:57 AM
How to: Document marketing campaigns
Notes Administrator access rights may be required to perform some or all of the following steps. In brief Are you looking for a way to document mark...
Wed, 14 Oct, 2020 at 6:57 AM
Currency
Alphabetical by Country Country Afghanistan Albania Algeria Andorra Angola Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh...
Wed, 14 Oct, 2020 at 6:58 AM
Account import
Content Description Notes before start Using account import template Uploading CSV-file to Visma Severa How to save file with correct encoding when u...
Wed, 14 Oct, 2020 at 6:59 AM
Time Zones: Greenwich Mean Time (GMT)
(GMT) Monrovia, Reykjavik (GMT+02:00) Amman (GMT+02:00) Beirut (GMT+02:00) Windhoek (GMT+03:00) Tbilisi (GMT+04:00) Baku (GMT+04:00) P...
Wed, 14 Oct, 2020 at 6:59 AM
Accounts and contacts
Content Description Getting started Account information Billing details Contact information Account segmentation Cases Invoices Activities De...
Wed, 14 Oct, 2020 at 7:00 AM