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Linha Microsiga Protheus - Inglês

Páginas filhas
  • Registration Form folder-crda010_pasta_ficha_cadastral.htm

Registration Form - View

In this folder, the largest number of data possible must be entered, such as name, address, phone number, etc.

Procedures

For information of registration form:

1. The system has other sub-folders, in order to manage the customer's registration information in a better way, being divided in two groups:
• Registration data, centralizing sub-folders:

It displays data from the Customers File

• Referential data, centralizing the reference sub-folders:
• Form Compl.

For more information on customer's other registration data, such as: marital status, parents' name, other phone numbers, etc.

• Work Ref.

For more information of professional references, such as: current or last workplace, date of admission and dismissal, job/position, salary, etc.

• Cards Ref.

Fore more information on own credit cards, such as number, validity and administrator.

• Bank Ref.

For more information on the customer's bank accounts.

• Personal Ref.

To indicate people that can provide personal information from the customer, informing name, phone number, relationship.

2. Fill out fields according to help instructions.
3. After entering the fields, check and confirm them.
4. Fill out the fields for other folders:
• Cards
  • Sem rótulos