When company records are assigned for further investigation, the records are displayed in Accept company record changes.
You can update a company record in CRM or even prevent a company record from updating. Before processing a company record in CRM you can select the fields used for updating.
What do you want to do?
Menu Bar and Toolbar
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Exit |  |
Leaves the program and returns to the menu without saving the changes. |
| Profile changes > CRM | - | Opens the CRM desktop. When the Compare changes tab is selected, the corresponding CRM record is loaded within the CRM desktop. Closing the CRM desktop form returns you to the Accept Company Record Changes form. The corresponding CRM record are reloaded and the updated details are populated in the Compare changes grid. |
| Profile changes > Process + edit | - | Updates the selected CRM record or creates a new record like the Profile changes > Process menu bar command or Process toolbar button. The corresponding CRM record is loaded directly after the update within the CRM desktop so that you can make manual changes. Closing the CRM desktop form returns you to the Accept Company Record Changes form on the Proposed records grid. |
| Profile changes > Process | - | Updates or creates the company record in CRM. |
| Profile changes > Reject | - | Removes the company record. |
| Tools > Copy | - | Copies the listed records to your clipboard. |
| Help > Help |  |
Displays, in a web browser, a help page describing the form. |
| Help > Legend | - | Displays the different states of a record or field can have. |
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.
Tabs:
In the list the concerning fields of a company record are displayed.
Fields:
Magic: Magic number that Autoline gives to a record. This field displays a zero when it concerns a new record.
S: Indicates the status of a record in the list.
Responsible: Sales representative that is responsible for investigating and eventually rejecting or processing a company record.
Next to these fields the company's Name, City and Type of business are displayed in the list.
Click on the record that you want to investigate, the Compare changes tab is displayed automatically and the Process and Reject button are enabled.
The Current column displays the details of the CRM record present. In case of a new record this column is empty. The Proposed column displays the details received from CRiS.
The U column stands for update. For new records all ticks are set automatically. In case of an existing record a tick is set by default in this column if the field is set up in the Import parameters as Auto update field. If such fields are changed the line is highlighted in yellow. When fields are changed but not set by default in the Import parameters as Auto update field, the line is highlighted in red.
You can accept all updates by leaving all ticks as they are or you might deselect particular fields you do not want to update. Ticks can be selected and deselected by simply clicking into the respective box. Clicking the header will select or deselect all fields.
When you want to deselect a field of a company and this specific field is mandatory in the Retail interface, a message is displayed.
This is a mandatory Retail Interface field. Are you sure you want to delete this value.
Click the button that applies to your chosen actions.
When you want to deselect a specific address field of a company, a message is displayed.
Deselecting this field will cause that there is no valid address combination available. A valid address combination is required for the Retail Interface. Do you want to deselect the field?
Click the button that applies to your chosen actions.
Compare Changes Tab Buttons:
CRM: Opens the CRM desktop. When the Compare changes tab is selected, the corresponding CRM record is loaded within the CRM desktop. Closing the CRM desktop form returns you to the Accept Company Record Changes form. The corresponding CRM record are reloaded and the updated details are populated in the Compare changes grid.
Process + edit: Updates the selected CRM record or creates a new record like the Process button. The corresponding CRM record is loaded directly after the update within the CRM desktop so that you can make manual changes. Closing the CRM desktop form returns you to the Accept Company Record Changes form on the Proposed records grid.
Process: Updates or creates the company record in CRM.
Reject: Removes the company record.