Cleaning up your contact, customer and supplier data

Owned by John Nairn
Last updated: Jun 04, 2020 by Sharon Harden (Unlicensed)
1 min read

SUPPLIER DATA: - not really much here…but will show where cross sells, attributes are stored on the card.

  • Supplier data, logos, cross sells and attributes loaded from Office Brands – sync’s every day.  All supplier info, contacts, terms.

  • Cross Sell (Associated products), Attributes (Custom Fields) – how to rename field.

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CUSTOMER + CONTACT DATA:

  • Contacts and how to maintain them.  Adding contacts to sales, moving the CONTACT field.  Updating contacts for VIP clients via the order entry screen.
  • Bringing last modified date into the Contacts module….sorting by sales person..adding a view variant for a sales person.  Adding ROLE sorting / using Modification Checking on CLOSE only.
  • Customers ABNS and industries and how this relates to CRM,  Updating these fields in Readysell, consider making some defaults (Readysell). How to analyse how many GOVT vs LIST active clients you have in a list view.