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Update contact manager accounts (Read 509 times)
stl3370
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Update contact manager accounts
10/14/03 at 06:14:19
 
Does anyone know if there is a way to update the contact manager accounts with data from the customer file without deleting the accounts and adding them back in?  The CM-A files never seem to get updated with address or phone number changes, but I would hate to lose the history on each account.
 
Thanks,
Sean
Leybold Optics
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Lynn_Pantic
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Re: Update contact manager accounts
Reply #1 - 10/14/03 at 07:30:34
 
I would suggest export the pertinent data from teh BKARCUST (Customer) file and use CMIMPORT at UT-A to import to the CM file.  Answer R to replace existing customers and the CM data will be updated.
 
Once the files are synchronized, the latest IS Tech Support update has an D|SD-Q setting to coordinate CM and AR edits so future changes will update both files.
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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carie
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Re: Update contact manager accounts
Reply #2 - 01/15/10 at 10:23:03
 
What are the records FONE_1, thr FTIME?
 
~Carie
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Carie Kirk
McDantim Inc
Helena, Montana
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