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Juhend HansaWorld Enterprise'i versioonile 2024-03-16  

Introduction to Maintenance in the CRM Module

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 twelve such functions available in the CRM module. To use them, ensure you are in the Contracts module and click (Windows/Mac OS X) or tap (iOS/Android) the [Routines] button in the Navigation Centre. Then click or tap the [Maintenance] button in the subsequent window. The following window appears:

Double-click (Windows/Mac OS X) or tap (iOS/Android) the option in the list that you need. A specification window will then appear, where you can decide how the function is to operate. Click or tap [Run] to operate the function.

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Please follow the links below for details about each Maintenance function:

• Add Classification to Contacts
  

• Add Classification to Items
  

• Apply Standard Period
  

• Close Contacts
  

• Create Mails from Activities
  

• Exclude customer category from mass mailing
  

• 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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