Adding/Editing Departments

You should be at the 'Update Customer' page having just created a new Customer. Assuming there were no errors, the system will display the following links:

• Edit this Customer will take you to the 'Edit Customer' page and allow you to make changes to the Customer you have just created.

• Edit the Default Department. When a new Customer is created, the system also creates a default Department for it. You can click this link to edit this Department.

• Edit this Contact. When a new Customer is created, the system also creates a default Contact which belongs to the default Department it has just created. You can click this link to edit this Contact.

Click the 'Edit the Default Department' link. This will display the 'Edit Customer Department' page. We will look at each entry field in turn:

Name

This identifies the Department

Location

You might use this to keep e.g. a building or floor number

Custom 1/Custom 2

These entry fields may well have been renamed by you. They are provided so that you can keep information about each Department that is particular to the way you run your business.

Customer

You will see either a text box for you enter a full or partial customer name or a drop down list which displays all the available values for you to select from, depending on your Personal Preferences and your Organization Structure. Just to the right of the drop-down list there may be a button marked with a '+' to add a new item to the drop-down or 'Search' to select a Customer.

You may change the selected Customer if you wish, this will have the effect of moving the Department (and all of the Customer Contacts which belong to that Department) to the new Customer.

Delete Button

This is only shown when editing an existing Department.

Update Button

This will update the database and create any new Customer you may have added by clicking the '+' button (see above).

Make any changes you wish, then click the Update button. The ' Update Customer Department' page will displayed, confirming that the update was successful or displaying any errors.

Now press the Back button on your browser until you reach the 'Update Customer' page, then click the 'Edit this Contact' link to edit the default Contact for the Customer we created earlier.

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