Exact Synergy Enterprise

Creating and modifying sizes

Menu path

Marketing ? Setup ? General? Sizes

Introduction

On this page, you can create, modify, or delete sizes. Sizes are used to categorize organizations based on factors, such as the number of employees in that organization, annual revenue, and market capitalization.

Roles and rights

To create, modify, or delete sizes, function right 119 – Maintain company size is required. By default, users with the Administrator role have this function right.

Note:

• For more details on function rights, go to System ? Setup ? Security ? Function rights.
• For more details on roles, go to System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create sizes?

1. On the page, click New.
2. Under the Size section, type a code for the size at Code.
3. Type a description for the size at Description.
4. Click Save.

Keep in mind: All fields with the “!” icon is mandatory.

How do I modify sizes?

1. On the page, click the hyperlink of the corresponding size under the Code column to be modified.
2. Make the necessary changes to the description.
3. Click Save.

How do I delete sizes?

1. On the page, click the hyperlink of the corresponding size under the Code column to be deleted.
2. Click Delete. A message "Confirm: Delete?" will be displayed.
3. Click OK.

Related documents

• Exact video library
• Overview of sizes