CRM ➔ Processes ➔ Selections ➔ Actions, and then click Update.
The following screen is displayed when you select one account or more in the oveview of accounts to be maintained at CRM ➔ Processes ➔ Selections ➔ Actions and click Update. For more information, see Overview of accounts to be maintained. At this screen, you can update the selected accounts in batches.
It is therefore important to select the correct accounts and specify the correct options that you want to update. Updating is usually done when there are changes in the account details. For example, if a supplier has moved and you need to enter the new address of the supplier. Another example would be if the customer’s contact has changed, then you may want to update a new contact person for the customer.
The information in this document is based on product update 422.
Select Suspect, Lead, Prospect, Customer, Reseller, Supplier, or Associate to update the account type of the selected accounts. Select Update: No if no updating is required.
Select Active, Blocked, Pilot, Reference, or Passive to update the status of the selected accounts. Select Update: No if no updating is required.
Note: Whether the accounts type or status is updated is dependent on the combination(s) you select. For example, if you have selected Supplier and want to update the status to Pilot, no updating will take place. The reason for this is that Pilot and Supplier is not a possible combination.
Type or select a new country to update the address of the selected account(s).
Type or select a new state to update the address of the selected account(s).
Type a new county to update the address of the selected account(s).
Type a new city to update the address of the selected account(s).
Type a new postcode to update the address of the selected account(s).
The details that can be modified in this section can be found under the Contact tab in account maintenance (select a contact person and then click Edit).
Type or select a new language of the main contact person to update the selected account(s).
Type or select a new title of the main contact person to update the selected account(s).
The details that can be modified in this section can be found under the Marketing tab in account maintenance in the Advanced mode.
Type or select a new person to update the selected account(s).
Type or select a new reseller to update the selected account(s).
Type or select a new parent account to update the selected account(s).
Type or select a new source to update the selected account(s). Source is the origin of the account. For example, the customer account was sourced through cross selling or a promotional fair.
Type or select a new classification to update the selected account(s).
Select a new rating to update the selected account(s). If you select Update: No, the rating will not be updated.
Type or select a new sector to update the selected account(s). Examples of sectors would be IT, electrical and electronics, human resources, telecommunications, and others.
Type or select a new subsector to update the selected account(s). Sub-sectors are a part of the sector in an account. For example, a sub-sector of the IT sector is the hardware reseller.
Type or select a new size to update the selected account(s).
Select one of the following options:
Note: This is available only if select the Use sales commission check box in the Sales commissions section of Order Settings. For more information, see Order settings.
Type or select a territory to link the selected accounts to this territory.
Click this button to link sales employees to the selected accounts and define the sales commission split for each sales employee whereby the cumulative percentage of sales commission split per account must be 100%.
The details that can be modified in this section can be found under the Financial tab in account maintenance.
Type or select a new invoice debtor to update the selected account(s).
Type or select a new payment condition to update the selected account(s).
Select Yes if you want to send payment reminders to your account(s), or No if you do not want to send reminders. If you select Update: No, the reminder will not be updated.
Type or select a new currency code to update the selected account(s).
Type or select a new price list to update the selected account(s).
Type the new line discount percentage to update the selected account(s).
Type a new credit limit to update the selected account(s).
Type or select a new shipping method to update the selected account(s). For more information, see Creating and Maintaining Shipping Methods .
Select Yes or No to apply or remove the Apply shipping charges attribute to or from the selected accounts, respectively. Select Update: No if you do not wish to change the existing attribute of the selected accounts. If no shipping method is selected at Shipping via or the selected shipping method does not have the Use shipping manifest attribute, by default, Update: No is selected and the field cannot be edited.
Note: This is available only if you have the SE1343 – E-Shipping Manifest Integration and SE1200 – E-Order licenses. This can be edited only when you select a shipping method with the Use shipping manifest attribute at Shipping via.
Type or select a new offset account to update the selected account(s).
Select E-mail if you want the invoicing method to be by e-mail, or Printer if you want the invoices to be printed. If you select Update: No, the send method will not be updated.
Select this check box if you want to attach a Universal Business Language (UBL) file for the invoice sent by e-mail. This is enabled only if E-mail is selected at Send method.
Select this option to determine whether to carry out batch update on debtors/creditors that are designated as a private person. This is specific for One Stop Shop usage. For more information, see Exact Globe and One Stop Shop (OSS).
The details that can be modified in this section can be found under the Extra tab in account maintenance.
Type or select a category to update the selected account(s). These are the categories and options defined at System ➔ General ➔ CRM ➔ Categories. You can choose to have up to 15 categories displayed in this section. For more information, see Creating and maintaining account categories.
Click this to clear the selection and entries.
Click this to close without updating.
Click this to start the updating process. When you click this button, a confirmation screen is displayed. Click Yes to continue the update. Otherwise, click No to cancel.