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Managing Contact Information in Purchase Order

August 08, 2012
by roger
Contacts, Email, P/O
0 Comment

You can also add, edit and delete contacts directly in the Purchase Order edit window:

NEW-009

The point of all this is to populate the email dialog when printing the Purchase Order:

NEW-004

Select the Email option for the email dialog. The Purchase Order is generated as a PDF attachment:

NEW-010

You can also add, edit and delete contacts from the popup Name field:

NEW-011

Page 2 — Contact Editor
Page 3 — P/O and Email

Pages: 1 2 3

Categories

Telios Software 101

Tips

New Features

Quiz

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  • Telios Reports — Preview Jump
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  • Additional Customers & Vendor Lookup Methods
  • File Name Options in Quiz and the Scheduler
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