ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Sales >> AR and CM don't seem to work together
http://www.istechforum.com/YaBB.pl?num=1118236725

Message started by cmsk on 06/08/05 at 05:18:45

Title: AR and CM don't seem to work together
Post by cmsk on 06/08/05 at 05:18:45

We never really used the contact manager but would like to start too. When I go into AR and pick a customer and then choose CM from the AR screen, CM opens with the Customer code shown but nothing else.... no address, contact info, nothing. Is this correct? Do we really have to reenter all of this info in the CM?

Title: Re: AR and CM don't seem to work together
Post by Lynn Pantic on 06/08/05 at 05:50:50

Run CM-K to transfer all your customers into CM. Then in SD-Q, there is a setting to coordinate CM and AR edits so if an address or phone number or email address changes, you only need to change it once and both will update. Set that to Y.

Title: Re: AR and CM don't seem to work together
Post by cmsk on 06/08/05 at 06:06:24

Thanks again Lynn, I'll give that a shot.