SMO Entities - Revision history

Marks at 20:36, 10 June 2012

2012-06-10T20:36:24Z

2012-06-10T20:35:42Z

2012-06-10T20:33:11Z

2012-06-10T20:27:06Z

2012-06-10T20:26:20Z

2012-06-10T20:25:34Z

2012-06-10T20:21:57Z

2012-06-10T20:21:17Z

2012-06-10T20:15:49Z

2012-06-10T20:14:09Z

← Older revision		Revision as of 20:36, 10 June 2012
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	=Links and Breadcrumbs=		=Links and Breadcrumbs=
−	As you drill into orders, you can easily come back the entity record for editing by clicking the breadcrumb link.	+	As you drill into orders, you can easily come back to the entity record for viewing or editing by clicking the breadcrumb link.

← Older revision		Revision as of 20:35, 10 June 2012
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	===Documents===		===Documents===
	Upload new documents or view existing documents.		Upload new documents or view existing documents.
		+
		+	=Links and Breadcrumbs=
		+	As you drill into orders, you can easily come back the entity record for editing by clicking the breadcrumb link.

@@ Line 13: / Line 13: @@
 Select any entity in the grid and it instantly shows in the right panel.
 ==Edit Entities==
 You can edit any record and it automatically saves.  This improves your efficiently by eliminating an extra save button click.
@@ Line 30: / Line 31: @@
 Double Click an order to get more details of the order
 You can easily change the order status right from the grid or add or change the summary of the order.

@@ Line 4: / Line 4: @@
 SMO provides quick and efficient filtering, searching and editing.
 ==Filtering and Searching==
 Filtering and Searching is easy in SMO. Just select the Filter drop down to filter by customers, vendors or partners.

@@ Line 2: / Line 2: @@
 SMO allows you to organize all the business and organization you deal with in one list.
-<br>
+SMO provides quick and efficient filtering, searching and editing.
 ==Filtering and Searching==

← Older revision		Revision as of 20:25, 10 June 2012
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	Be sure to select the entity type of customer, vendor or partner since once this is selected it can not be changed.		Be sure to select the entity type of customer, vendor or partner since once this is selected it can not be changed.
	Select Save when you are completed. Note: Save is only required for new records, when editing records no save is required.		Select Save when you are completed. Note: Save is only required for new records, when editing records no save is required.
		+
		+	==Entity Tabs==
		+	===Details===
		+	This tab has the name, address, and contacts
		+	Select the Billing button to switch between the billing and site address
		+	Select New next to contacts to create new contacts
		+	===Orders===
		+	This contains a list of orders for the entity
		+	Double Click an order to get more details of the order
		+	You can easily change the order status right from the grid or add or change the summary of the order.

@@ Line 18: / Line 18: @@
 ==Edit Entities==
-# You can edit any record and it automatically saves.  This improves your efficiently by eliminating an extra save button click.
+You can edit any record and it automatically saves.  This improves your efficiently by eliminating an extra save button click.
 ==New Entity==
-# Select the New button above the search grid to create a new entity record.
+Select the New button above the search grid to create a new entity record.
-# Be sure to select the entity type of customer, vendor or partner since once this is selected it can not be changed.
+Be sure to select the entity type of customer, vendor or partner since once this is selected it can not be changed.
-# Select Save when you are completed.  Note: Save is only required for new records, when editing records no save is required.
+Select Save when you are completed.  Note: Save is only required for new records, when editing records no save is required.

@@ Line 14: / Line 14: @@
 Type in the Search box to instantly filter entities by name, type, or address
-<h2>Selecting Entities</h2>
+==Selecting Entities==
-Select any entity in the search box and it instantly shows in the right panel.
+Select any entity in the grid and it instantly shows in the right panel.

@@ Line 9: / Line 9: @@
 To clear out your search text click the X on to the right of the search box.
-<h2>Filtering and Searching</h2>
+==Filtering and Searching==
 Filtering and Searching is easy in SMO. Just select the Filter drop down to filter by customers, vendors or partners.

← Older revision		Revision as of 20:14, 10 June 2012
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	<br>		<br>
	To clear out your search text click the X on to the right of the search box.		To clear out your search text click the X on to the right of the search box.
		+
		+	<h2>Filtering and Searching</h2>
		+	Filtering and Searching is easy in SMO. Just select the Filter drop down to filter by customers, vendors or partners.
		+
		+	Type in the Search box to instantly filter entities by name, type, or address
		+
		+	<h2>Selecting Entities</h2>
		+	Select any entity in the search box and it instantly shows in the right panel.