Marketing: – Marketing Menu

View

To view and maintain the marketing record in a new window. This function operates with the Marketing Data Maintenance window.

Find

To locate a specific marketing record. Use the mouse or key board to enter some value in a field and confirm with an OK. The system will locate the closest match to the entered data and display the record details. This function operates with the Marketing Data Maintenance window.

TIP: Normally, when performing a Find operation the window is cleared of data. Some uses may prefer to change existing window data when doing a Find. This is achieved by checking the Do not Clear Window when Performing a Find default setting in the Settings Maintenance Subwindow window found in File — Preferences — User Settings.

Ctrl+F

Next

The system will find the next record using the index of the value previously entered during the Find command. If it cannot find a record it will find the first based on the same criteria. In this way you can cycle through the records. This function operates with the Marketing Data Maintenance window.

Ctrl+N

Previous

Finds the previous record based on the index used by a previous Find. If you are on the first record, the system will find the last. In this way you can cycle through the records in descending order. This function operates with the Marketing Data Maintenance window.

Ctrl+P

Update

With a record displayed, you can edit its details and use this command to save the changes to file. This function operates with the Marketing Data Maintenance window.

Ctrl+U

Insert New

To create a new record, providing it with a unique identifying name. This function operates with the Marketing Data Maintenance window.

Ctrl+I

Duplicate

To copy all details of the currently selected record to a new record. It must be provided with its own unique identifying name. This function operates with the Marketing Data Maintenance window.

Ctrl+D

Delete

To delete a record from the file. This cannot be undone. This function operates with the Marketing Data Maintenance window.

List by Selection

This will open the listing in which you can build a list of records by a selection range. This function operates with the Marketing Data Maintenance window and opens the Marketing Listing window for selection of marketing records from the Marketing Contact Selection window. See also the Marketing List Options Menu.

TIP: When using this function, you can drag selected customers or suppliers from the Customer or Supplier Scratchpads and drop them on to the OK button. This will build a list of the linked marketing records associated with the selected customers or suppliers.

Export

To export a range of marketing records which can be imported into another data file or used in other programs. This function operates with the Marketing Data Maintenance window and opens the Data Transfer Selection window for option choice, then for selection of marketing records opens the Marketing Contact Selection window.

Import

To import a range of marketing records which have been exported from another data file. This function operates with the Marketing Data Maintenance window and opens the Data Transfer Selection window for option choice, then prompts you for an import file.

Letter Maintenance

To maintain standard letter texts. This function operates with the Marketing Data Maintenance window and opens the Standard Letter Text Maintenance window.

Convert To Customer

To convert the currently displayed marketing record into a customer record. This function operates with the Marketing Data Maintenance window and opens the Convert Marketing Business to a Customer window.

Convert To Supplier

To convert the currently displayed marketing record into a supplier record. This function operates with the Marketing Data Maintenance window and opens the Convert Marketing Business to a Supplier window.

Mass Change

To mass change index codes, flags and other date across a range of marketing records. This function operates with the Marketing Data Maintenance window and opens the Marketing Mass Change window.

Mass Delete

To mass delete a range of marketing records. This function operates with the Marketing Data Maintenance window and for selection of marketing records opens the Marketing Contact Selection window.

Print Reports

To print a range of reports from the marketing data by a selection range on businesses. This function operates with the Marketing Data Maintenance window and opens the Marketing Contact Report Selection window.

Print Event Reports

To print reports of marketing events by a selection range . This function operates with the Marketing Data Maintenance window and opens the Marketing Event Report Selection window with the Marketing Event Selection subwindow.

• Marketing Data Maintenance
• Marketing Toolbar