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This text refers to program version 8.4  

Update Activities

This page describes the 'Update Activities" Maintenance function in the CRM module.

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The 'Update Activities' function will first search for Activities with a particular Activity State. In each of those Activities, it will then change that State to a different one. The Activity State will not be changed in Activities that have been marked as Done or that have been invalidated.

State

Paste Special     Activity States setting, Productivity module

Use this field to specify the Activity State that is to be changed. The function will search for Activities with this State and then update those Activities with the New State specified below.

New State

Paste Special     Activity States setting, Productivity module

Specify here the new Activity State that is to be copied to every Activity that currently has the State specified in the field above.

You must specify both a State and a New State, otherwise the function will have no effect.

Press the [Run] button to activate the function.

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Maintenance functions in the CRM module:

• Introduction
  

• Add Classification to Contacts
  

• Add Classification to Items
  

• Apply Standard Period
  

• Close Contacts
  

• Create Mails from Activities
  

• Mass Emailing
  

• Move Activities to Another Company
  

• OK Period
  

• Rebuild Number Recognition Register
  

• Remove Classification from Contacts
  

• Update Activities
  

• Update Contact Data

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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