Data Lists

The fields that are available for selection under the Data Lists option by using the down arrow key and selecting, are as follows:

NB. Some of the options available are for viewing data only and cannot be edited through Customer Maintenance <CM>.

References.

• Click on the Modify button.
• Select the Group Type, by clicking on the down arrow button. The Group Types available should have previously been set up under Group Maintenance <GM>. Click on Code, and use the [up/down arrow keys + shift key] to select.
• Save [F9].

Significant Sales

Any items set up under <SIR> that have been designated as significant, as in product type or quantity for are able to be viewed.

Transactions

• To the right of the Select button, is the View button. Click on the down arrow and select the appropriate option to narrow the inquiry parameters.
• Select the appropriate transaction by clicking on it, then clicking on the Drill button to view the source transaction.
• To view the Journal and the Allocations relating to this transaction, select and right click to reveal details.

  (It is possible to Process a Planned or Confirmed transaction, by selecting the appropriate transaction and clicking Process.)

Aged Analysis

A customer’s amount owing and age of the debt is able to be viewed.

Special Prices

Details of any special pricing for selected items for a particular customer (as set up under <ISM>) is able to be viewed. Special prices are also able to be edited through this data list screen using the [F2] Edit option.

Notes.

• Click on the Modify button.
• Add [INS] for a new note, or Edit [F2]
• Save [F9] and Escape.

Event Log

A history of all the maintenance carried out on a customer’s records is able to be viewed.

Balance History

Monthly financial transaction history totals for Invoices, Payments, Credits and Journals are able to be viewed.

Addresses

• Select appropriate Line
• Click on Modify button.
• Edit details as required.
• Update [F10]
• Close [Esc].

Contract Prices.

This is the facility to set up a special price for a customer on designated stock items.

• Click on Modify button.
• Edit [F2].
• Add [INS] (if creating a new one).
• Select an Item Code by using the [up/down arrow keys + shift key].
• Click on price and insert the special price for the customer.
• Save [F9].

Child Accounts

If a customer has a head office and branch offices, the Primary Account should have been previously noted on the 'Details' heading of the Customer Maintenance screen. The Child Accounts facility enables a relationship to be established between the Primary (parent) account and the Branch (child) accounts as follows:

• Edit [F2].
• Click on Modify button.
• Click and highlight the appropriate “branch” on the Customer List
• Click on the top Add button. This will transfer the branch over to a “child account” category.
• Select [F3]
• Save [F9]

Item Aliases

An Item Alias is able to be viewed, but is only able to be modified within the Item Maintenance <IM> screen.

Graphics

This is the facility to load an image from another application. For example, pictures of the products, or of the significant contact person.

• Click on the Modify button
• Enter any Code, Description or Type to reference the graphic image with.
• Click on the Load button, and details of the files available on your desktop should appear. Find the image required, by looking in the appropriate directory .
• OK [F9]
• Save [F9]

The final five options all relate to viewing data that has been logged into Concord via the CRM Activity Maintenance. The Quick key relating to each is shown alongside. They may all be edited through Customer Maintenance <CM> by Editing [F2] and Saving [F9].

Tasks Interested In – CRM Add Task <TSK>

Phone Calls Logged – CRM Add Phone Call <PHC>

Emails Logged – CRM Add E-Mail <EML>

Appointments With – CRM Add Appointment <APP>

Bookings for – CRM Add Booking <BOK>