Objectifs
Ajouter une nouvelle entreprise
Voir le profil et les détails de l'entreprise
Modifier les détails de l'entreprise
Gérer les documents relatifs à l'entreprise
Étapes
Ajouter une nouvelle entreprise :
Pour ajouter une nouvelle entreprise dans l'application Lexzur Mobile, il suffit d'accéder au menu de gauche en cliquant sur le bouton à trois tirets en haut à gauche de l'écran ou en glissant vers la droite.
De là, sélectionnez l'option « + Ajouter une entreprise » pour lancer le processus
Objectives
Steps
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To add a new company to your database in the Lexzur Mobile application, simply access the side menu by either clicking on the three-dashes button at the top left of the screen or swiping right.
From there, select the option labeled "+ Add Company" to initiate the process.
When adding a new company, you will be required to fill in three mandatory fields:
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- Company Legal Type: You can specify the legal type of the company.
- Company Group: If the company belongs to a group, you can indicate it here. Lexzur allows you to add and manage groups.
- Nationality: Specify the nationality of the company.
- Foreign Name: If the company has a name in an alternative language, you can provide it here.
- Reference Number: This field enables you to enter an alternative numbering sequence that can be searched and referenced when needed.
View Company Profile and Details:
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Once you have saved the company's information, you can easily access its details by clicking on the "Companies" button located on the main screen.
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When accessing a company, you can check the company's details. For example, you can send this company an email or call them by just clicking on the buttons.
Edit Company Details:Anchor 3 3
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You can also edit any details easily by simply clicking on the pen icon on the top right of the company details page, and do the needed modifications.
Manage Company Related Documents:
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From the 3 Dots options at the top right of the screen, you can add attachments, create folders, add reminders, and find related matters to this company.
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