Exact Globe+

Maintaining sizes

Menu path

System ➔ General ➔ CRM ➔ Sizes

Introduction

In Exact Globe Next, you can group your accounts based on the number of employees. This is useful in monitoring your accounts and planning for your business as decisions can be made based on the sizes of the accounts that you are dealing with.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create sizes?

1. In the main screen, click New. The Sizes screen will be displayed.
2. Define the relevant fields.
3. Click Save.
4. Click Close.

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

How do I edit existing sizes?

1. In the main screen, double-click or select the required size.
2. Click Open. The Sizes screen will be displayed.
3. Make the required changes at the relevant fields.
4. Click Save.
5. Click Close.

How do I delete sizes?

1. In the main screen, select the required size.
2. Click Delete.
3. The message “Depending on the size of your company, this function may take a long time because all files will be checked. Delete?” will be displayed.
4. Click Yes to continue or No to cancel deletion.

How do I generate a report?

1. In the main screen, click Report. The Report page will be displayed together with the details of the sizes.
2. Click Printer settings to set up the page, click Export to change the format and the destination of the file, or click Print to print out the report.
3. Click Close to exit.

Related documents

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