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manufacturers
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| - | ====== Manufacturer ====== | ||
| - | Manufacturers are an automobile producer, who responds and contributes to claims. | ||
| - | ===== Create a New Manufacturer ===== | ||
| - | To create a new manufacturer select **Add a Manufacturer** and a form will pop up. | ||
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| - | {{:create_manufacturer.png|Create Manufacturer}} | ||
| - | ====Input Information ==== | ||
| - | Using the collection form, you will insert the name, address and contact information for the manufacturer. | ||
| - | * Type in the **Name** of the manufacturer. This is the short form name | ||
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| - | {{:manufacturer_create_name.png|Create Manufacturer}} | ||
| - | * Provide the **Long Name** in English and French, this is the full legal name the manufacturer uses | ||
| - | * Add an address using **Add Addressaddress** it will auto populate | ||
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| - | {{:address.png|Address}} | ||
| - | If you do not see create an address, press the arrow next to address {{:address_roll_down.png|}} | ||
| - | * Select **add** under contact for every individual who is associated with that particular manufacturer. If you do not see add press the arrow next to contact | ||
| - | * Use the pull down menu to select an existing user to fill out the **contact(s)** for the manufacturer. They will already have their name/number/email added in under [[Users_and_Roles|Users & Roles]]. You are NOT able to change their information using this form {{:manufacturer_add_contact.png|Add Contact}} | ||
| - | * Add in the users job title under **position** | ||
| - | * Delete contacts as required using the delete button | ||
| - | ===== Create a New Regional Manufacturer ===== | ||
| - | Some manufacturers may have alternative offices you would need to connect with. Use **create a new regional manufacturer** in that case. The manufacturer will auto populate and cannot be changed. | ||
| - | * Use the pull down menu under **region** to select the appropriate province | ||
| - | * Create an address and assign contacts using the above mentioned steps | ||
| - | ===== view, Edit or Delete a Manufacturer ===== | ||
| - | ==== View/Edit ==== | ||
| - | When additional contact information is required and/or needs to be updated, select the edit button on the main Manufacturer screen. Follow the above mentioned directions for inputting information in order to make any changes. | ||
| - | ==== Delete ==== | ||
| - | In some cases you will need to delete a manufacturer. Use the delete button on the main Manufacturer screen. You will be asked to confirm the operation. | ||
manufacturers.1469465347.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)
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