Close Contacts
This page describes the 'Close Contacts" Maintenance function in the CRM module.
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The 'Close Contacts' function allows you to mark Customers or Suppliers as Closed in batches.
- Contact
- Paste Special
Customers and Suppliers in Contact register
- Range Reporting Alpha
- Specify here the Contacts that you want to mark as Closed. Use the Function options below to choose whether Customers or Suppliers in the range are to be closed. The 'Paste Special' list will contain Customers or Suppliers, depending on which Function option you have chosen.
- Contact Category
- Paste Special
Customer Categories setting, Sales Ledger or Supplier Categories setting, Purchase Ledger
- If you have chosen to close Customers, you can specify a Customer Category here to close every Customer belonging to that Customer Category. The 'Paste Special' list will contain Customer Categories.
- If you have chosen to close Suppliers, you can specify a Supplier Category here to close every Supplier belonging to that Supplier Category. The 'Paste Special' list will contain Supplier Categories.
- Classification
- Paste Special
Contact Classifications setting, CRM module
- Enter a Contact Classification in this field if you want to close Customers or Suppliers with a certain Classification. If you enter a number of Classifications separated by commas, only those Customers or Suppliers featuring all the Classifications listed will be closed.
- Function
- Use these options to choose whether to close Customers or Suppliers in the range. The option that you choose here will also determine what will be shown in the 'Paste Special' list from the Contact and Contact Category fields.
Click (Windows/Mac OS X) or tap (iOS/Android) the [Run] button to mark every Customer or Supplier in the specified range as Closed. The function will have no effect (i.e. it will not close any Customers or Suppliers) if you have left all three fields empty.
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Maintenance functions in the CRM module:
Go back to:
Introduction to Maintenance in the CRM Module
