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This text refers to program version 6.2  

Introduction to Customer, Supplier and Contact Person Maintenance Functions

Maintenance functions allow you to carry out certain updating tasks, usually involving batch processing and encompassing all or many of the records in the affected register. There are five such functions connected with Customers, Suppliers and Contact Persons, which you can find in the Contact module. To use them, ensure you are in the Contact module and click the [Routines] button in the Master Control panel. Then click the [Maintenance] button in the subsequent window. The following window appears:

Double-click the item in the list that you need. A specification window will then appear, where you can decide how the function is to operate. Click [Run] to operate the function.

Please click the links below for details about Maintenance functions concerned with Customers, Suppliers and Contact Persons:

• Add Classification to Customers
  

• Close Contacts
  

• Mass Emailing
  

• Remove Classification
  

• Update Contact Register Data

See also:

• Maintenance functions in Standard CRM

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard CRM manual

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