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11
-
10
2021
Check Person Creation (2): Persons List
To check the creation of the new person the second step is to check you are browsing the Persons base and the new person is in the Persons List.
Categories
check
;
person
;
creation
11
-
10
2021
Validate new person (1): Click on the 'Action' tab
To validate the new person the first step is to click on the Action button.
Categories
validate
;
person
;
action
08
-
10
2021
Check relation: Check person's line
Categories
person
;
organisation
;
relation
08
-
10
2021
Validate new person (3): Check the update status
To validate the new person the last step is to check the update status.
Categories
validate
;
person
;
update
;
status
08
-
10
2021
Validate new person (2): Click on 'Validate'
To validate the new person the second step is to click on the Validate button.
Categories
validate
;
person
08
-
10
2021
Add people: Other tabs in the 'Details' page
Other tabs in the Details page when creating the new person.
Categories
create
;
new
;
person
;
other
;
tab
08
-
10
2021
Add people: Fill the 'Details' page
Fill the Details tab with the new person's information.
Categories
person
;
detail
;
tab
08
-
10
2021
Add people: Fill the 'View' page and save
Fill out the View page with new person's information and then click on the Save button.
Categories
person
;
view tab
;
save
08
-
10
2021
Add people: Create Document
The screenshot of the person creation page.
Categories
person
;
creation
;
action
08
-
10
2021
Person creation page
The screenshot of the person creation page where you can add more details with the Action menu on top of the page.
Categories
person
;
creation
;
action
08
-
10
2021
Set relation: type new organisation's name and save
Type the new organisation's name in the person's page and save it.
Categories
person
;
organisation name
08
-
10
2021
Set relation: go to person's page
To link people to new organisation the first step is to go to the person's page.
Categories
person
;
new organisation
;
relation
08
-
10
2021
Check Person Creation (1): Click on the 'Modules' tab
To check the creation of the new person the first step is to browse the “ERP5 modules” item list on the top of the page.
Categories
check
;
person
;
creation
;
module
07
-
05
2021
Check relation: Check person's line
Categories
person
;
organisation
;
relation
07
-
05
2021
Check Person Creation (2): Persons List
To check the creation of the new person the second step is to check you are browsing the Persons base and the new person is in the Persons List.
Categories
check
;
person
;
creation
07
-
05
2021
Validate new person (3): Check the update status
To validate the new person the last step is to check the update status.
Categories
validate
;
person
;
update
;
status
07
-
05
2021
Add people: Fill the 'Details' page
Fill the Details tab with the new person's information.
Categories
person
;
detail
;
tab
07
-
05
2021
Add people: Fill the 'View' page and save
Fill out the View page with new person's information and then click on the Save button.
Categories
person
;
view tab
;
save
28
-
12
2020
Validate new person (2): Click on 'Validate'
To validate the new person the second step is to click on the Validate button.
Categories
validate
;
person
28
-
12
2020
Add people: Create Document
The screenshot of the person creation page.
Categories
person
;
creation
;
action
discussions