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Contact Update Status

This option allows you to amend and delete existing records and also create new ones. It also allows you to create parameters so than when a contact is created in the contact history of a customer, the customer status for the defined Department is updated.

Contact Update Status Form.

This form, a standard column form, is displayed when you select the Contact update status option from the CRM miscellaneous options menu. Further help on how to use the column forms is available from the column form link in the related topics section.

Fields:

Department: The contact type codes used to set these records have a Department on them for the Contact update status to be effective when the contact are created. Also the Department on the contact update status record has to be the same as that on the contact type code. The Department field is a one character identifier to the Department that you want to update.

Contact type: The contact type is the code that you want to use to trigger the customer status update. The contact type you enter here will also need to exist in the contact type codes file. Care should be taken when entering the contact type code because if the code is entered incorrectly the Customer type will not update as expected.

To status: This is the customer status that you want to update to. As for the from status field it is a one character field and the needs to appear in the customer type codes file and on the Customer record.

Related topics:

Introducing the Editors

Column form

Contact type codes

Department codes

Customer records

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