Adding a register

In register, values of drop-down menus can be edited/added:

- CRM activity

- Customer status - CRM

- Sales channel  - CRM

- Profit center

- Payment type

- Work order status

- Offer status

- Parity

- Cash registers

- Sales orders - status

- Sales orders - priority

- Customs tariffs

- Delivery type

- Allocated costs

- Work order - type

- Status of delivery notes/goods received notes

1. Settings Registers

Select Registers

2. Select an appropriate register - add values

Click on the Selected register and correct/add values by clicking on ''Add record''

3. Save entered register data

Save your entries by clicking on the ''Save'' button.

Copying data into the dynamic register

1. Enabling option in Settings - Your company

2. The option for copying data into the register will appear

Columns in the table must be denoted as Value and Description