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This text refers to program version 6.2  

Contact Classifications

This setting in the Contact module allows you to define any number of Classifications, which you can then use to categorise your Contacts, perhaps recording their relationship to you (e.g. lead, service customer or retail customer). You can do this using the Classification field on the 'Contact' card of the Contact record. This field can contain one or more Contact Classifications, separated by commas. So, for example, a particular Contact can be both a lead and have a credit rating of 3.

The Contact Classification provides an alternative means of classifying Contacts to the Customer Category. You will usually use the Category to record the types of business in which your Customers are engaged. You can allocate more than one Contact Classification to each Contact, but only one Category.

You can use the Contact Classification as a search criterion in many reports), and you can also use it as a means of targeting mailshots using the Customer Letter register.

You can divide Contact Classifications into Classification Types, allowing great flexibility.

To work with Contact Classifications, first use the [Module] button in the Master Control panel to ensure you are in the Contact module and then click the [Settings] button, also in the Master Control panel. Double-click 'Classification Types' in the resulting list. The 'Contact Classifications: Browse' window opens, listing the Contact Classifications that you have already entered:

To enter a new Contact Classification, click the [New] button in the Button Bar. The 'Customer Classification: New' window appears: enter the details as appropriate and click [Save] to save the new record. You can use the 'Paste Special' function from the Classification Type field to bring up a selection list.

Please note that once you have saved a new record for the first time, you will not be able change its Code. If you need to change a Code, you will need to create a new record and delete the old one (providing you have not already used it in any Contact records).

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Settings concerned with Customers, Suppliers and Contact Persons:

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