Client List Functions

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From Detail view enter List view by clicking Aufnahme4 (top right).

You can switch between two views here, General  and Turnover:

 

hmtoggle_arrow1Switching between List Views

1. List displaying contact data

Choose clients for data export and for global functions.
Find specific clients and go to Detail view.

 

2. List displaying annual sales figures

Use this view to know about clients with top sales and those with weak or no annual turnover.

Example of usage:

Start by performing a detail search, finding all clients that have had sales in a certain year: enter  the Year, and in Turnover enter >1; press Perform Search.
Switch to to Turnover view and sort the list by turnover for a better overview
Export the data (e.g. for a mailing campaign)

 

More

Both views also display

the clients' web status
their possible assignment to a current Circular distribution list. Click on PLUS / MINUS in the column title to add ALL listed records to the list, or to remove them from the list.

 

hmtoggle_arrow1Finding and selecting sets of clients

 Select ...  menu

1. Call clients by their initial

2. Perform a detailed search

3. Save found sets:
- Save current selection
- Load current selection
- Delete current selection

 

Selecting clients in list; calling/excluding selected

To select one or more clients click anywhere in the list row. To select several clients use the typical Windows mouse/key combinations:

a single click selects (and highlights) only the clicked record (and deselects any other selected records)
click+Ctrl  adds the clicked record to any existing selection OR de-selects the record if already selected
click+Shift  selects one or more records that are positioned between any already selected record(s) and the record clicked last
To de-select all: click one record, then click again with Ctrl  pressed.

 

TIP   As soon as one or more clients have been selected two buttons will appear in the main menu, offering to either display exclusively the selected records or to exclude them from the list.

 

hmtoggle_arrow0  Clients  menu

Navigate to Staff list: displays all staff members related to the current client list, more info here.

Call only key staff: displays those members of staff that you have marked with priority.

These functions are particularly useful when making selections for an intended data export (mailing campaigns etc.).

Export selected records: read here

Circular (mails): navigates to the Circulars module, usually after a selection has been made for the distribution list

Print: prints the selected clients in a separate layout

 

hmtoggle_arrow1Special functions in the Clients  text menü  (Standard Windows menu!)

Re-assigning client ID's

This function assigns new ID's to all currently listed clients. Be careful when using this function - all existing relations in projects etc. will get lost - this is exclusively an administrative feature, e.g. following an import from an external data source.

Procedure

Choose "Show all clients" in the  Select ...  menu.
Choose 'Re-assign client ID's' from the 'Clients' text menu .
Prior to this make sure the Serial ID default settings are exactly as you want them !!

 

Unterscheidungscodes einsetzen

Diese beiden Funktionen haben eher administrative Zwecke: bspw. nach einem Datenimport aus einem anderen Programm die TOM-Parameter zu setzen oder auch eine ganze Auswahl älterer Kunden ohne Umsatz auf "Inaktiv" zu setzen.

 

 

Changing VAT / GST rate globally

To change the VAT/GST rate (e.g. change all clients having a rate of 17.5 % to 19%) do the following:

Choose "All clients" in the  Select ...  menu.
Choose 'Change VAT/GST rate' from the 'Clients' text menu .
Enter the old and the new rate and confirm with OK.

 

Update client prices

Refreshes price entries for all listed clients, as per their price level and the central price chart.

 

Change client price by percentage

Recalculates all prices found for the currently listed clients as per the percentage as well the number of rounding digits that you will prompted to provide.

 

Export records

Other than the standard data export, which is designed more user-friendly, this is the raw database export command with free access to all of its fields. You have to know what you are doing here! Only the last field mapping choice you made will be saved automatically.