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This text refers to program version 6.2  

Routines - Maintenance

Maintenance functions allow you to carry out certain updating tasks, usually involving batch processing: examples include adding Contact Classifications to or removing them from Customers and updating Quotations with the latest Item, Price and Customer information.

To run a Maintenance function, click the [Routines] button in the Master Control panel and then the [Maintenance] button in the 'Routines' window. A list window will appear, from where you can choose the required option by double-clicking. The options in the list will vary, depending on the active module. Illustrated below are the Maintenance functions in the Contact module:

When you choose a function by double-clicking, a specification window will appear, where you can decide how the function is to operate. Click [Run] to operate the function.

Individual Maintenance Functions
Please click the links for details about the individual Maintenance functions, descriptions of which have been divided into the following categories:

• Activities, Calendar and Task Manager
  

• Customers, Suppliers and Contact Persons
  

• E-mail and Conferences
  

• Quotations
  

• System

In this chapter:

• Introduction
  

• Reports
  

• Documents
  

• Settings
  

• Exports
  

• Imports
  

• Maintenance
  

• Registration

Go back to:

• Home page for Working Environment manual
  

• Home page for Standard CRM manual

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