Maintaining suspects
Introduction
Typically, a suspect is a new potential business account. You can view and maintain suspects at CRM/Accounts/Maintain suspects.
Description
You can filter the suspect accounts that you want to display by specifying one or more of the following criteria and then click Search. The suspect accounts that match the search criteria you have specified are then displayed.
Search
Click Search to search for suspect accounts based on the specified criteria.
Clear
Click Clear to clear the specified criteria.
Rows
Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.
Previous
Click Previous to return to the previous page.
Next
Click Next to go to the next page.
Filter button
Click Filter to display the Type and Status filter criteria.
Filter
Select the required option to filter the search that starts with or contains a certain letter or word.
Name
Type the name of the account to search for the suspect’s account.
Contact name
Type the name of the contact person to search for the suspect’s account with the entered contact person.
Account
Type the account number to search for the suspect’s account with the entered account number.
Address line 1
Type the first line of the address to search for the suspect’s account with the entered address.
City
Type the name of the city to search for the suspect’s account(s) with the entered name of the city.
Country code
Type the country code to search for the suspect’s account(s) with the entered country code.
Type
Select the required check box to search for accounts with the selected type. You may select more than one.
Status
Select the required check box to search for accounts with the selected status. You may select more than one.
After defining the search criteria, click Search to display the search results.
Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. See Related documents: Inserting and Deleting Columns.
Buttons
Word merge
Click Word merge to create, print, and e-mail letters to the selected account.
Recode
Click Recode to recode or merge the selected account with another account.
Open
Click Open to view or modify the details of the selected account.
New
Click New to create a new suspect account.
Delete
Click Delete to delete an existing account. This is only possible if there are no transactions linked to the account being deleted.
Close
Click Close to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.290.060 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |