Page Comparison

...

• Stage 1 where data is first converted just good enough for training
• Stage 2 (this is when it is ok to start tidying up contacts) when the contacts, customer and product data is imported for the last time. At this point you can start tidying up contacts and address details
• Stage 3 is the transaction, history and stock  conversion on the final weekend

Overview

Some contacts import with no name, no email address, no job description, no flag or the wrong flag for the contact. 

...

• • Log onto Relationship>Card>Contacts.
  • Use the column chooser to add the archived field to the contacts list view
  • Select the 'Customer contact data reviewAll Contacts' list format from the list view 
  • Make the changes you need one at a time
  • Only if you have a huge number of changes to make:
  • • Change the modification checking option on the tools tab of the button ribbon at the top of the screen to "On Close Only". (click on Tools>Modification Checking>On Close) This removes the need to click save after you change each line
    • Make all the changes you require in blocks of about 20 records. Then occasionally click the save button
    • This approach is faster, but on balance, the risk of not being able to save after you have changed a group of records or of missing save on a group of changes is not worth it.
• The fields you must check include:

  • Job Descriptions should agree to the Office Brands standard if you are an Office Brands Dealer

    Warning
    You may need to turn on the same checkbox on more than one contact for a customer. For example if two contacts are to receive sale invoices. Then you would turn on the 'Accounts payable' flag.

    
    

  • Contact flags for customer cards:
    • 'Accounts payable' should be checked for at least one contact for each customer card. This is the person that receives invoices and statements. You can have two contacts with this check box ticked. If so they will both get invoices and statements. The email address should be on on this contact, so you can email statements and invoices
    • 'Purchasing office' should be checked if you want to enable the possibility of emailing copies of sales orders to the contact person when a sale order is placed. This requires workstation settings to be configured in order to actually send the email
    • 'Service' should be checked if you use the service module and  this contact person can be the primary contact person for machine.
    • Ensure that 'Card:Statement Delivery Method" is set Email if there is a email address and 'Is Payable' is flagged is you wish to email the statement. 
    • Check the 'Card:Invoice Delivery' method has a form of Email if you wish to email the Invoice

...

Data conversion stages in the Readysell Fail Safe Implementation Methodology

Checking you need to do as part of the stage 2 review in /wiki/spaces/INT/pages/26018060

...