When company records are withheld for manual processing, the records are first displayed in Assign company record changes. You must assign these records to a responsible person who has to investigate the profile changes.
What do you want to do?
Fields
Import file: Displays the name of the imported file for which the data is shown in the list.
Import date: Displays the date of the import for which the data is shown in the list.
Status: With this field you can filter the list by the status of the records.
Responsible: With this field you can filter the list by the responsible person.
In the list the concerning fields of a company record are displayed.
Magic: Magic number that Autoline gives to a record. This field displays a zero when it concerns a new record.
S: Status, that indicates whether an existing (Update), New or Assigned record is displayed in the list.
Responsible: Sales representative that is responsible for accepting a company record.
Next to these fields the company's Name, City and Type of business are displayed in the list.
Menu Bar and Toolbar
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Exit |  |
Leaves the program and returns to the menu. |
| File > Save and Exit | - | Saves the changes and leaves the program and returns to the menu. |
| Profile changes > Assign | - | Selected record is assigned to the responsible person and the assigned responsible person can process it further in Accept company record change. |
| Profile changes > Assign all | - | All listed records are assigned to the selected responsible persons and the assigned responsible person can process it further in Accept company record change. |
| Tools > Copy | - | Copies the listed records to your clipboard. |
| Help > Help |  |
Displays, in a web browser, a help page describing the form. |
| Help > Record status codes | - | Displays the different states a record can have. |