Assign Contact Records Form

The Assign Contact Records form is displayed if the Manage contact records option from the Menu - Retail Interface menu is selected.

What do you want to do?

Change the Responsible

Assign or Assign all Sales executive

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.

Contact: With this field you can filter the list by the Autoline contact code.

Follow up: With this field you can filter the list by the Autoline follow up code.

Responsible: With this field you can filter the list by the responsible person.

In the list the concerning fields of a contact 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 executive that is responsible for accepting a customer record.

Next to these fields the customer's Title, First name, Surname, Street and City and the contact's Code (contact code) and Follow up 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.
Profile changes > Assign all	-	All listed records are assigned to the selected responsible persons.
Profile changes > Edit	-	Opens the Contact Details form, here you can alter the Origin and Follow up executive
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.