A company’s people, wherever they were recorded

The Contacts section of a lead and of an account lists everybody known at that company and says where each is recorded; Country and State are lists, and SIC and NAICS appear only in North America.

A second person at a company usually arrives as a second lead with the same company name. Opening either lead now shows both people.

Practical · 6 minutes · 6 steps · 4 questions

Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.

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Essential The period, the order and the typeface: your view Pick the period the dashboard covers, put modules and tiles in your order with the move buttons, arrange and hide the main tiles of a module’s home, keep only the languages you use, and choose a typeface for low vision. 6 minutes · 4 questionsOpen

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