Applications › Market
Overview
Market provides a central area for managing commercial and relationship-oriented records. It includes screens for Accounts, Clients, Principals, Projects, and Registrations.
Sales representatives and account managers can use this area to maintain the organization records and project-related information used in market operations. Project managers can also refer to Projects when coordinating project work.
The area manages Accounts as business-relationship organization records, together with Client, Principal, Project, and Registration records.
What you can do here
- Use Save to save changes made on the current screen.
- Use Save and Close to save changes and close the current screen.
- Use Select to choose an available item or value.
- Use comments to work with comments.
- Use Undo and Redo to reverse or restore recent changes.
- Use Bold, Italic, Strikethrough, and Underline to apply text formatting.
- Use Ordered List and Bullet List to format text as lists.
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