You need сan use this tab to segment your customers and collect statistics about efficiency of promotion avenues.
To display the Company Status field, enable the ‘Use companies statuses’ option in the ‘CRM’ section (to learn more about the section settings, see par. Settings for the 'CRM' section).
Select the values for the Company Status, Customer Industry and Source of Request fields from the respective catalogs. To access the catalog to select from, click the ‘Show all’ hyperlink in the drop-down list. If the necessary item has not been added yet (status, industry or source of request), you can create it by pressing the ‘Create’ button on the toolbar of the displayed catalog or by pressing the button in the same drop-down list.
When setting the company status, be sure to indicate the date from which it should be applied. The current date is selected by default.
Company (create) form. ‘Additional Information’ tab
To edit an item selected for any field, press the button located to the right of the field. To apply the changes, press the ‘Save and close’ or ‘Save’ button in the displayed editing form.
In addition, you can Edit GL Accounts set by default. If you are not going to do this or you have already completed all the information about the company that you need for your work, press ‘Save and close’ or ‘Save’ to save the applied changes. When saving a new item, the system will assign it a unique code that can be editedprovide specific information about this company if it is a customer or if it is a supplier.
The "Company (create)" form. The Additional Information tab
In the County of Registration field, select the country were the company is registered.
In the Customer Industry field , select the industry of the company-customer.
In the Supplier Price Type field, select the price type used by the company-supplier as the default price type.
You can use the Comment text box to provide any specific information on the company as customer or the company as supplier.