COMING IN VERSION 15
Acctivate’s redesigned Edit Buyer window delivers a streamlined interface for creating and managing buyer data.
By eradicating read-only information — which is on the market within the Clients checklist — the Edit Buyer window turns into a purpose-built workspace centered completely on editable fields. The structure has been reimagined with associated fields extra thoughtfully grouped and fewer tabs total, making it quicker and simpler to create new clients or replace present information.
The Edit Buyer window establishes the muse for buyer administration. Further associated information — together with Ship-To addresses, Buyer Worth Guidelines, Buyer Contacts and Buyer Product IDs — will be created from the Clients checklist or edited straight from their corresponding tabs throughout the buyer document.
Observe these steps to create or edit clients utilizing the new Edit Buyer window:
- Create clients utilizing the brand new window – Use the left menu to open the Clients checklist, then click on New Buyer on the backside of the left pane.
- Edit buyer utilizing the brand new window – Whereas viewing clients within the Clients checklist, click on the Edit button.
The legacy Edit Buyer window remains to be accessible via the Buyer menu on the high of Acctivate.
