Ievads

Apkalpošanas funkcijas tiek izmantotas atjaunināšanas uzdevumu veikšanai, parasti iekļaujot ierakstu sērijas un aptverot vienu vai vairākus noteikta reģistra ierakstus. CRM modulī ir pieejamas septiņas šādas funkcijas. Lai tās izmantotu, no izvēlnes Fails izvēlieties funkciju ‘Apkalpošana’. Tiks atvērts šāds logs:

Divreiz noklikšķiniet uz izvēlētās opcijas. Tiks atvērts specifikāciju logs, kurā varēs norādīt funkcijas parametrus. Noklikšķiniet uz [OK], lai to aktivizētu.

Pievienot klasi klientiem

Šo funkciju izmanto, lai klientiem pievienotu konkrētu klasifikāciju, piemēram, tiem, kuri ir vai nav iegādājušies konkrētu artikulu, vai tiem, kuru līgumā ietilpst vai neietilpst konkrēts artikuls.

Tas var noderēt, ja vēlaties šādiem klientiem nosūtīt vēstules. Lai to izdarītu, palaidiet šo funkciju un pēc tam izveidojiet vēstuli, tās sadaļā 'Kat./Klases izv.' norādiet nepieciešamo klasifikāciju. Šādu klasifikāciju varat izmantot arī atskaitēs, lai redzētu konkrēto klientu sarakstu. Kad klasifikācija vairs nav vajadzīga, to iespējams dzēst no klientu kartiņām, izmantojot Apkalpošanas funkciju 'Dzēst klasifikāciju'.

Lai redzētu to klientu sarakstu, kuru kartiņās tiks mainīta informācija, pirms funkcijas palaišanas varat izveidot atskaiti Kas ir/nav nopirkuši.

Periods

Ievietot Speciāli    Sistēmas moduļa sagatavošana Atskaišu periodi

Funkcija meklēs klientus, kuri ir vai nav nopirkuši konkrētos artikulus norādītajā periodā, un šiem klientiem pievienos jaunu klasifikāciju. Ja funkcijai periods nav jāņem vērā, loga apakšējā daļā atzīmējiet izvēles rūtiņu ‘Neiekļaut perioda ierakstus’. Ja funkcija attiecas uz līgumiem, periods nekad netiks ņemts vērā.

Kategorija

Ievietot Speciāli    Realizācijas moduļa sagatavošana Klientu kategorijas

Ja norādāt klientu kategoriju, funkcija meklēs tās kategorijas klientus, kuri ir vai nav iegādājušies konkrēto artikulu. Pēc tam atrastajiem klientiem tiks pievienota jauna klasifikācija.

Aģents

Ievietot Speciāli    Sistēmas moduļa reģistrs Personas

Ievadiet tās personas (aģenta) iniciāļus, kura apkalpotajiem klientiem (kuri ir vai nav iegādājušies konkrētu artikulu) jāpievieno jauna klasifikācija.

Klase

Ievietot Speciāli    CRM moduļa sagatavošana Klientu klasifikācijas

Ja laukā ir norādīta klientu klasifikācija, funkcija meklēs klientus, kuru klasifikācija norāda, vai tie ir, vai nav iegādājušies konkrēto artikulu. Pēc tam šiem klientiem tiks pievienota jauna klasifikācija.

Ja norādāt vairākas klasifikācijas, atdalītas ar komatu, funkcija meklēs klientus, kuru kartiņā ievadītas visas šīs klasifikācijas. Ja ievadāt vairākas klasifikācijas, atdalītas ar plus zīmi (+), jauna klasifikācija tiks pievienota visiem tiem klientiem, kuru kartiņā būs norādīta vismaz viena no šīm klasifikācijām. Ja pirms klasifikācijas koda ievadāt izsaukuma zīmi (!), jauna klasifikācija tiks pievienota visiem tiem klientiem, kuru kartiņā nebūs norādītās klasifikācijas.

Piemēram:

1,2

Jauna klasifikācija tiek pievienota klientiem, kuru kartiņā ievadītas klasifikācijas 1 un 2 (kā arī klientiem ar klasifikāciju 1, 2 un 3).

1+2

Jauna klasifikācija tiek pievienota klientiem, kuru kartiņā ievadīta klasifkācija 1 vai 2.

!2

Jauna klasifikācija tiek pievienota visiem klientiem, kuru kartiņā nav ievadīta klasifikācija 2.

1,!2

Jauna klasifikācija tiek pievienota klientiem ar klasifikāciju 1, bet netiek pievienota tiem, kuriem ievadīta klasifikācija 2 (t.i., klientiem, kuru kartiņā ievadītas klasifikācijas 1 un 2, nekas netiks pievienots). Ievērojiet, ka šajā piemērā pirms izsaukuma zīmes ielikts komats.

!1,!2

Jauna klasifikācija tiks pievienota visiem klientiem, kuru kartiņās nebūs ievadīta klasifikācija 1 vai 2, vai abas minētās. Ievērojiet, ka klasifikācijas atdalītas arī ar komatu.

Artikuls

Ievietot Speciāli    reģistrs Artikuls

Norādiet artikulu, kurš funkcijai jāiekļauj meklēšanā: jauna klasifikācija tiks pievienota tiem klientiem, kuri ir vai nav iegādājušies šo artikulu. Ja artikulu nenorādāt, funkcija nedarbosies.

Papildināt

Ievietot Speciāli    CRM moduļa sagatavošana Klientu klasifikācijas

Norādiet klasifikāciju, kura jāpievieno katram klientam, kurš ir vai nav iegādājies konkrēto artikulu. Ja kādam klientam jau būs ievadīta šāda klasifikācija, tā netiks pievienota atkārtoti.

Reģistri

Izvēlieties funkcijas darbības reģistru.

Rēķini

Funkcija pārbaudīs apstiprinātus rēķinus, lai atrastu klientus, kuri ir vai nav iegādājušies konkrēto artikulu.

Līgumi

Funkcija pārbaudīs reģistru Līgumi, lai atrastu klientus, kuru līgumos ir vai nav iekļauts konkrēts artikuls. Augšējā laukā norādītais periods netiks ņemts vērā.

Ja atzīmējāt opciju ‘Nav nopirkts’ (blakus), funkcija ignorēs klientus bez līguma.

Iespējas

Izvēlieties, vai jaunā klasifikācija jāpievieno klientiem kuri ir, vai nav iegādājušies konkrēto artikulu.

Neiekļaut perioda ierakstus

Atzīmējiet rūtiņu, ja vēlaties, lai funkcija ignorē augšējā laukā ievadīto periodu (t.i., jaunu klasifikāciju vēlaties pievienot visiem klientiem, kuri ir vai nav iegādājušies konkrēto artikulu jebkurā laika periodā).

Realizācijas modulī ir līdzīga Apkalpošanas funkcija ‘Papildināt klientu klasifikāciju’. Tās priekšrocība ir tā, ka iespējams norādīt to klientu numurus, kuriem jāpievieno klasifikācija. Tā ļauj arī pievienot vai dzēst klasifikācijas tiem klientiem, kuri ir vai nav iegādājušies konkrētai artikulu grupai piederošu artikulu. Taču tā nepiedāvā iespēju pievienot vai dzēst klasifikāciju, kas balstīta uz līgumā iekļautiem artikuliem.

Add Classification to Items

This page describes the 'Add Classification to Items" Maintenance function in the CRM module.

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The 'Add Classification to Items' function allows you to add a particular Item Classification to a set of Items.

Item

Paste Special    Item register

Range Reporting    Alpha

Specify here the Item or range of Items that is to be the subject of the function: the new Item Classification will be added to every Item in the range.

Item Group

Paste Special    Item Group register, Sales Ledger

If you specify an Item Group here, the new Item Classification will be added to every Item belonging to that Item Group.

Item Classification

Paste Special    Item Classifications setting, Sales Ledger

Use this field if you need the new Item Classification to be added to every Item that has a particular Item Classification. If you enter a number of Item Classifications separated by commas, the new Classification will only be added to the Items that feature all the Item Classifications listed.

Add Classification

Paste Special    Item Classifications setting, Sales Ledger

Specify here the Item Classification that is to be added to the selected Items. If a particular Item already has this Classification, it will not be added again.

Include All Companies

If you have more than one Company in your database and you would like the new Item Classification to be added to Items in every Company, select this option.

Click (Windows/Mac OS X) or tap (iOS/Android) the [Run] button to assign the new Item Classification to every Item in the specified range.

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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

Veidot standarta periodus

Sīkāku informāciju par šo funkciju skatiet registra Standarta periodi aprakstā.

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:

• 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

Create Mails from Activities

This page describes the 'Create Mails from Activities" Maintenance function in the CRM module.

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The 'Create Mails from Activities' function will create Mails from selected Activities. Depending on the option you choose, the function will create a separate Mail for each Activity (with a PDF version of the Activity attached), a separate Mail for each Customer (with more than one PDF Activity attached) or a separate Mail for each Project. In all cases, Mails will be created as follows:

• The sender of each Mail will be the current user or, if the current user has no Mailbox, the From System Mailbox specified in the Mail and Conference Settings setting in the Email and Conferences module.
  

• The recipient of each Mail will be chosen as follows:
  
  1. If the Contact in an Activity has a record in the Additional Email Recipients setting in the CRM module, the Mail will be sent to the Contact Persons listed with the Form Type "Activity" in that record.
     

  2. If the Contact does not have a record in the Additional Email Recipients setting or its record in that setting has no Contact Persons with the Form Type "Activity" and if an Activity has been connected to a Project, the Mail will be sent to the Contact Person specified in the Project.
     

  3. If the Contact Person specified in the Project does not have an email address, the Project does not have a Contact Person or the Activity has not been connected to a Project, the email will be sent to the Contact in the Activity.
     

  4. If the above points are not satisfied, no Mail will be created for the Contact/Activity.
  
  
• The Subject and Text of the Mail will be taken from the record in the Mail Texts setting in the Email and Conferences module in which the Form is "Activity". If the Activity has been connected to a Project in which a Language has been specified and the Mail Text record contains a row for that Language, the Subject and Text will be determined by the fields in that row. Otherwise, they will be determined by the fields in the Mail Text header, as follows:
  
  1. The Subject in the Mail Text record will be used as the Subject in the Mail.
     

  2. The Text of the Mail will be built up as follows:
     
     1. The initial text will be taken from the Standard Text record quoted in the First Text field in the Mail Text record.
        

     2. Depending on the Do not put Record Details in Mail Body option in the Mail Text record, the rows from the 'Text' card in the Activity will then be listed.
        

     3. The final text will be taken from the Standard Text record quoted in the Last Text field in the Mail Text record.
  
  If either Standard Text record is in HTML format, the Mail will be in HTML format as well.
  

• A PDF version of the Activity will be attached to the Mail, accessible through the Document Manager. This requires you to have designed a Form Template to be used by the Activity Form, and to have assigned that Form Template to the Form using the 'Define Form' function When you design the Form Template, you may need to use Styles that will embed fonts in PDF files (this will depend on the fonts you use). You may also need to choose a code page and page setup, which you can do in the Form Template Properties. Please refer here for details about designing Form Templates and here for a list of the fields you can include in the Form Template used by the Activity form.
  

• The Activity itself will also be connected to the Mail through its Workflow Manager, and the Mail will be connected to the Activity through its Link Manager. This allows you to open the Mail quickly and easily when reviewing the Activity, or to open the Activity from the Mail.

The Mails created by this function will not be marked as Sent so you will have the opportunity to check and edit them. When you are ready to send a Mail, tick the Sent box and save the Mail by clicking the [Save] button (Windows/Mac OS X) or by tapping √ (iOS/Android). If you are using the Lock and Send E-Mails Automatically option in the Mail and Conference Settings setting in the E-mail and Conferences module and the Mail contains an external email address (i.e. one with the @ sign), it will be sent to the Email Queue automatically and from there to the recipient. If you are not using this option, add the Mail to the Email Queue by selecting 'Send email' from the Mail's Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android) after you have saved the Mail.

To send Mails to Contacts using this function, you must be using the External Gateway module, and you must have configured the Email SMTP Server setting. Please refer here for full details about the mailing features in Standard ERP.

Selecting the function brings up the following dialogue box:

Period

Paste Special    Reporting Periods setting, System module

Mails will be created from Activities whose Start Dates fall in the period specified here.

Mails will not be created from Activities in which the Contact field is empty.

Customer

Paste Special    Customers in Contact register

If you need to create Mails from Activities that are connected to a particular Customer, enter their Customer Number here. These are Activities with the Customer Number in the Contact field.

Project

Paste Special    Project register, Job Costing module

If you need to create Mails from Activities that are connected to a particular Project, enter the Project Number here.

Activity Type

Paste Special    Activity Types setting, CRM module

To create Mails from Activities with a particular Activity Type, enter that Activity Type here.

Activity Class

Paste Special     Activity Classes setting, CRM module

To create Mails from Activities with Activity Types belonging to a particular Activity Class, enter that Activity Class here.

Group By

Use these options to specify how many Mails will be created, as follows:

Activity

Separate Mails will be created for each Activity in the selection. PDF versions of the Activities will be attached to the corresponding Mails.

Customer

A single Mail will be created for each Customer. If a Customer has been connected to more than one Activity in the selection, PDF versions of each of those Activities will be attached to the corresponding Mail.

Project

A single Mail will be created for each Project. If a Project has been connected to more than one Activity in the selection, PDF versions of each of those Activities will be attached to the corresponding Mail. Mails will not be created from Activities that are not connected to Projects.

Include

Use these options to specify whether Mails should be created from Activities that have been marked as Done, from Activities that have not been marked as Done or both.

When the specification window is complete, click (Windows/Mac OS X) or tap (iOS/Android) the [Run] button to activate the function. The relevant Mails will be created with Activities attached, to be placed in your Mailbox (or the From System Mailbox). As mentioned above, the Mails will not be marked as Sent and so will not have been sent to the Email Queue.

You can also create a Mail from an individual Activity. Simply open the Activity in a record window and choose 'Email' from the Create menu. Note that the recipient(s) in a Mail created from an individual Activity will be chosen using a different method than that described earlier in this section.

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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

Exclude customer category from mass mailing

This page describes the 'Exclude customer category from mass mailing' Maintenance function in the CRM module.

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The 'Exclude customer category from mass mailing' function allows you to tick the No Mass Letters and No Mass Emailing options in all Contacts belonging to a specified Customer Category.

Categories

Paste Special    Customer Categories setting, Sales Ledger

Specify a Customer Category here. When you run the function, the No Mass Letters and No Mass Emailing options will be ticked in every Contact that belongs to the Category. You must specify a Category here, otherwise running the function will have no effect.

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Go back to:

• Home page for Maintenance functions in the CRM module
  

• Home page for CRM module manual
  

• Home page for Standard ERP manual

Sūtīt sērijveida vēstules

Šo funkciju var izmantot, lai klientu un kontaktpersonu kartiņās atjauninātu izvēles rūtiņas ‘Neiekļaut vēstuļu kopsar.’, ‘Neiekļaut e-pasta kopsar.’ un ‘Nesūtīt vēstules’.

Klients

Ievietot Speciāli    reģistra Klienti piegādātāji un klienti

Norādiet klientu, uz kuru attieksies funkcijas darbība. Pēc tam jāatzīmē kāda no opcijām, lai norādītu, vai izvēles rūtiņas jāatjaunina klientiem un/vai kontaktpersonām. Ja nav izvēlēta vismaz viena izvēles rūtiņa, funkcija nedarbosies.

Visiem klientiem

Atzīmējiet, lai laukā norādīto klientu kartiņās atjauninātu izvēles rūtiņas ‘Neiekļaut vēstuļu kopsar.’ un ‘Neiekļaut e-pasta kopsar.’.

Visām kontaktpersonām

Atzīmējiet, lai laukā norādīto klientu kontaktpersonu kartiņās atjauninātu izvēles rūtiņas ‘Nesūtīt vēstules.’ un ‘Neiekļaut vēstuļu kopsar.’.

Bez vēstuļu kopsarakstiem

Atzīmējot izvēles rūtiņu, funkcija klientu un/vai kontaktpersonu kartiņās atzīmēs izvēles rūtiņu ‘Neiekļaut vēstuļu kopsar.’ vai ‘Nesūtīt vēstules’. Ja šo rūtiņu neatzīmēsiet, klientu un/vai kontaktpersonu kartiņās no izvēles rūtiņas ‘Neiekļaut vēstuļu kopsar.’ vai ‘Nesūtīt vēstules’ tiks izņemts ķeksītis.

Bez e-pasta kopsarakstiem

Atzīmējot izvēles rūtiņu, funkcija klientu un/vai kontaktpersonu kartiņās atzīmēs izvēles rūtiņu ‘Neiekļaut e-pasta kopsar.' vai 'Neiekļaut vēstuļu kopsarakstos’. Ja šo rūtiņu neatzīmēsiet, klientu un/vai kontaktpersonu kartiņās no izvēles rūtiņas ‘Neiekļaut e-pasta kopsar.’ vai ‘ Neiekļaut vēstuļu kopsarakstos’ tiks izņemts ķeksītis.

Move Activities to Another Company

This page describes the 'Move Activities to Another Company" Maintenance function in the CRM module.

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If your Standard ERP database contains more than one Company, an Activity will usually be saved as follows:

• If the user creating the Activity is a Global User, the Activity will be saved in the Global User's Main CRM Company.
  

• If the user creating the Activity is not a Global User, the Activity will be saved in the Company in which the user is working at the time.

Please refer to the Activities in a Multi-Company Database page for more details about working with Activities when there is more than one Company.

You can use the 'Move Activities to Another Company' function if you need to move Activities from one Company to another. This can be useful if, for example, you need a Person's Activities to be visible in more than one Company, if a Person created an Activity in the wrong Company, or if you simply need all Activities to be stored in the same Company.

To use this function, you should be working in the Company where the Activities are currently stored.

Period

Paste Special    Reporting Periods setting, System module

Activities whose Start Dates fall in the period specified here will be moved to the destination Company.

User

Paste Special    Person register, System module and Global User register, Technics module

Enter the Signature of the Person whose Activities are to be moved. Every Activity in which this Signature is included in the Persons or Cc fields will be moved.

If the Persons or Cc field of an Activity contains several Persons including the one specified here, that Activity will be moved to the destination Company. However, in the destination Company, all other Persons will be removed from the Persons and Cc fields, leaving the Person specified here as the only entry in the Persons field.

You must specify a Person, otherwise the function will have no effect.

To Company (code)

Specify the Code of the Company to which the Activities are to be moved (the destination Company).

You must specify a destination Company, otherwise the function will have no effect.

Transfer How

Choose the Copy option if you want the Activity being moved to be left in the original Company. Choose the Move option if you want the delete the Activity from the original Company. An Activity whose Persons or Cc fields contain several Persons will not be deleted from the original Company.

Include

Use these options to choose whether Activities marked as Done, Activities not marked as Done or both are to be moved to the destination Company.

Task Type

Use these options to choose whether Calendar, To Do or Timed To Do Activities or any combination are to be moved to the destination Company.

Calendar

Use these options to choose whether Time, Profile or Don' Show Activities or any combination are to be moved to the destination Company.

Press the [Run] button to the move the Activities to the destination Company.

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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

Apstiprināt periodus

Funkcija atzīmē visas konkrētā perioda kalendāra aktivitātes kā pabeigtas.

Persona

Ievietot Speciāli    Sistēmas moduļa reģistrs Personas

Norādiet personu, kuras kalendāra aktivitātēs jāatzīmē izvēles rūtiņa ‘OK’. Šis lauks obligāti jāaizpilda, pretējā gadījumā funkcija nedarbosies.

Sākuma datums, Beigu datums

Ievietot Speciāli    Pašreizējais datums

Šajos laukos norādiet periodu, kurā izveidotajās kalendāra aktivitātēs jāatzīmē izvēles rūtiņa ‘OK’.

Noklikšķiniet uz [OK], lai aktivizētu funkciju.

Rebuild Number Recognition Register

Please refer to the Asterisk page for details about the 'Rebuild Number Recognition Register' Maintenance 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

Dzēst klasifikāciju

Funkciju var izmantot, lai no visām klientu kartiņām izdzēstu klasifikāciju.

Klase

Ievietot Speciāli    CRM moduļa sagatavošana Klientu klasifikācijas

Norādiet vienu klasifikāciju, kura jāizdzēš no visu klientu kartiņām. Ja vēlaties izdzēst vairākas klasifikācijas, izmantojiet funkciju tik reizes, cik nepieciešams.

Noklikšķiniet uz [Ok], lai sāktu atjaunināšanu.

Lai no klientu kartiņām izdzēstu klasifikāciju, var izmantot arī Realizācijas moduļa Apkalpošanas funkciju ‘Papildināt klientu klasifikāciju’.

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

Atjaunināt kontaktpersonu reģistru

Šī funkcija katrā reģistra Kontaktpersonas kartiņā kopē datus no viena lauka uz citu.

Izvēloties funkciju, tiks atvērts šāds dialoga logs:

Izvēlieties vienu no kreisās puses opcijām, lai atjauninātu atbilstošā lauka informāciju. Labās puses opciju sarakstā izvēlieties lauku, no kura kopēt informāciju. Augšējā piemērā katrā kontaktpersonas kartiņā lauka 'Amats’ informācija tiks kopēta uz lauku ???Nodarbošanās’. Informācija laukā ‘Amats??? netiks dzēsta. Noklikšķiniet uz [OK], lai atjauninātu visu kontaktpersonu kartiņas.