ISTech Support Forum - AR and CM don't seem to work together

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	05/19/25 at 14:40:01 News: \| IS Tech Support \| Evo~ERP \| Evo Wiki \| Forum \|

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AR and CM don't seem to work together (Read 374 times)

cmsk Senior Member Posts: 279	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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Lynn_Pantic Administrator 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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cmsk Senior Member 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.
Back to top	-- 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 IP Logged

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ISTech Support Forum › Evo-ERP and DBA Classic › Sales

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