Home » Categories » Multiple Categories |
Contact Management - Copy Items from Activity to Accounts and Contacts |
Article Number: 2227 | Rating: Unrated | Last Updated: Mon, Jun 19, 2023 at 4:35 PM
|
When reviewing Customers, Suppliers and Contacts it can be useful to
quickly see what the last activity recorded was and to see when the next
activity is due. This new feature allows
you to define copy items from an activity to the linked customer, supplier or
contact.
Installation
Application User Facilities
Copy Items from the Activity records to the Contact, Customer and Supplier records are defined within the Application User Facilities for the Sales/Purchase Ledgers. To update Installer users can right click on the Customer or Supplier maintenance menu options and select to Configure Option and then Sales/Purchase Contacts.
Alternatively, users can select Installationfrom the main menu followed by Application Manager and then Application User Facilities before selecting either the Sales or Purchase Ledger and then Maintain Customer (Supplier) Records and then Sales / Purchase Contacts.
Select Proceed on the initial parameter screen and then select Opt 7 to define the copy items.
Select the From / To data items as required. Data Items matched should be of comparable type / size. Copy Items are triggered when add a new activity – either via the Add or Next Action options. |
Attachments
![]() There are no attachments for this article.
|
Write Off Bad Debts
Viewed 2045 times since Mon, Jul 2, 2012
Check a UK VAT Number
Viewed 241 times since Wed, Oct 16, 2024
Amend Status Flags - Purchase Ledger
Viewed 1911 times since Mon, Jul 2, 2012
System Profiles Screen 4 (excluding Compact)
Viewed 1853 times since Mon, Jul 2, 2012
Discount and Supplier Matrix Prevent Sale of Items to Selected Customers
Viewed 2346 times since Fri, May 20, 2016
Disputed Transactions - Record Reason for Dispute
Viewed 2405 times since Fri, Jun 8, 2012
Extra Features in Purchase Invoice Transaction Lookup
Viewed 3502 times since Tue, Jun 12, 2012
Copy Items - Database Profiles
Viewed 1804 times since Mon, Jul 2, 2012
System Profiles Screen 3 (excluding Compact)
Viewed 1917 times since Mon, Jul 2, 2012
Day Book Listings
Viewed 1862 times since Mon, Jul 2, 2012
|