Person-Account Selection Screens

It is selected on the screens to determine which employee, account, and contacts many transactions are made with. For this process, two popup lists are used globally throughout the Workcube, where single or multiple selections are made.

• To select a person, click on the relevant field according to the category (Employee / Accounts / Contacts / Groups) of the person you will select. Select the branch, department, company or group where the person or people you will choose from the list that appears.
• According to the selection you have made, the names within the relevant branch, department, company or group will be displayed in the lower-left box.
• Highlight the name of the person you want to select from here and click the Save icon on the side of the box.
• The name you choose will be transferred to the right box.
• To select other names, use the up and down arrows in the left box to transfer the relevant names to the right box in the same way.
• If the other names you want to select are in another category or department, or if you cannot find the name you are looking for in the list, select the relevant branch, department, company, or group from the fields above.
• The names of each new branch, department, company or group selection you make will be added to the list of names previously seen in the lower-left box. To access these names, use the up arrow next to the box to view the bottom of the list and transfer the names to the right box as above.
• To delete a name from the right box, highlight the name you want to delete and click the Save icon.
• When your selection list in the right box is final, click the "Save" button.