Overview
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Table of content
Step-By-Step
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Account Owner you can Create”New CSR”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
NB: Create RFI on the supplier group
On the supplier group page, scroll down to the "CSR Assessments" related list and click in the button "New CSR Assessement"
1- Verify that the name of your supplier is the right one on the field "Account".
2- Click on the magnifier next to the field "Contact", to search your supplier contact name
Enter the contact name; find it on the list and click on it.
3- Verify that the RFI has the status "is Active".
4- In the field at the right of the text "Valid From", chose the date you want the CSR to be valid from……
- In the field at the right of the text "Valid To", chose the date you want the CSR to be valid to…..
- In the field at the right of the text "Due Date", chose the date you want the CSR to be due by the supplier.
5- Click on the "Status" dropdown menu. And choose the status "Sent“
6- Click in the button "Save" at the top of the page
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