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This text refers to program version 4.3  

Introduction to Documents in the CRM Value Pack

You can print CRM documents from the Sales Support module. Use the [Select Module] button in the Master Control panel to ensure you are in this module and then select 'Documents' from the File menu or click the [Documents] button, also in the Master Control panel. Then, double-click the appropriate item in the list. A specification window will then appear, where you can decide the Customers for which documents are to be printed. Click [Run] to print the documents.

It is often possible to report on a selection range, such as a range of Customers. To do this, enter the lowest and highest values of the range, separated by a colon. For example, to report on Customers 001 to 010, enter "001:010" in the Customer field. Depending on the field, the sort used might be alpha or numeric. In the case of an alpha sort, a range of 1:2 would also include 100, 10109, etc.

To determine the Form that will be used when you print a document, follow this procedure:

1. For each option, design a Form using the Form register in the System module. This process is fully described here.
   

2. Change to the Sales Support module and open the 'Documents' list window using the 'Documents' item on the File menu or by clicking the [Documents] button in the Master Control panel.
   

3. Highlight each item in the list and select 'Define Document' from the Operations menu. In the subsequent window, assign a Form (or more than one Form) to each document: this window is fully described here.
   

4. You only need use the 'Define Document' function once. Afterwards, Form selection will be automatic.

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