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AR and CM don't seem to work together (Read 372 times)
cmsk
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AR and CM don't seem to work together
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?
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Chris Simo-Kinzer
Vice President
brookfield industries, inc.

Evo-ERP 2017.2 Build 4.5.17 Update T7-7i R11
Pervasive 9.5
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Lynn_Pantic
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evolution (n) -
gradual change to a
different form

Posts: 5663
Re: AR and CM don't seem to work together
Reply #1 - 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.
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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cmsk
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Posts: 279
Re: AR and CM don't seem to work together
Reply #2 - 06/08/05 at 06:06:24  
Thanks again Lynn, I'll give that a shot.
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--
Thank you
Chris Simo-Kinzer
Vice President
brookfield industries, inc.

Evo-ERP 2017.2 Build 4.5.17 Update T7-7i R11
Pervasive 9.5
Email WWW cmskbii   IP Logged
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