The Upsilon Company Information option allows you to manage the contact information for your organisation. The information entered here will appear upon printed output such as reports and documents. Only one company record can exist.
For further help on the data grid and form options click the respective tab pages below.
TIP: Clicking the pencil icon will launch the form in edit mode for the company record.
Toolbar
| Toolbar Item | Description |
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The Export button is used to export the grid records to an external, downloadable data file. Supported file formats are MS Excel, CSV and XML. At time of export there are also options to specify which columns are included in the exported data along with other file type specific options. |
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Refresh the grid. |
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Calls context sensitive help system. |
The Upsilon Customers form allows you to edit and save the company record.
Toolbar
| Toolbar Item | Description |
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Save the form. |
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Call the context sensitive help system. |
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Return to calling grid. |
Mandatory Fields
| Field Name | Notes |
|---|---|
| Name | The field is mandatory. This value of this field is displayed at the bottom of the screen along with the current branch and logged in user and is also displayed on reports and documents. |
See Also