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Synchronizing Phone Numbers and E-mail Addresses

You can map the Work Phone, Home Phone, Fax, and E-mail fields (Name table) on the Profile tab on the Manage customers window to the Phone, Fax, and E-mail fields (Name_Address table) on any address purpose defined in the Main, 2nd, or 3rd fields on the Customer Setup - Address and Notes window.

By mapping these fields, the data defined in these fields automatically populates the corresponding fields on the Profile tab or the address purpose tab (Name_Address data to Name data and vice versa). The data in the mapped address purpose field takes precedence over the data in the field on the Profile tab. Synchronization enables data to match and eliminates the need to enter data twice.

The following fields on the Customer Setup - Address and Notes window can be synchronized:

The fields in the Profile tab of the Detail area and the fields in the Address area are listed in the following table. Also listed are the iMIS table names where the data is stored. A "Yes" is marked next to the fields that are automatically included in child records that are linked to company records.

area/Field

Data Stored in iMIS Table.FIELD

Company Flow Down
(see note)

Detail area Profile tab

Work Phone

Name.WORK_PHONE

Yes

Home Phone

Name.HOME_PHONE

 

Fax

Name.FAX

Yes

Toll Free

Name.TOLL_FREE

Yes

E-mail

Name.EMAIL

 

Web Address

Name.WEBSITE

 

 

 

 

Address area Main Address

1st line Address

Name_Address.ADDRESS_1

Yes

2nd line Address

Name_Address.ADDRESS_2

Yes

City

Name_Address.CITY

Yes

State

Name_Address.STATE_PROVINCE

Yes

Zip

Name_Address.ZIP

Yes

Preferred Mail

Name_Address.PREFERRED_MAIL

 

Preferred Bill

Name_Address.PREFERRED_BILL

 

Phone

Name_Address.PHONE

 

Fax

Name_Address.FAX

 

E-mail

Name_Address.EMAIL

 

2nd Address

 

 

Address

Name_Address.ADDRESS_1

 

2nd line Address

Name_Address.ADDRESS_2

 

City

Name_Address.CITY

 

State

Name_Address.STATE_PROVINCE

 

Zip

Name_Address.ZIP

 

Preferred Mail

Name_Address.PREFERRED_MAIL

 

Preferred Bill

Name_Address.PREFERRED_MAIL

 

Phone

Name_Address.PHONE

 

Fax

Name_Address.FAX

 

E-mail

Name_Address.EMAIL

 

3rd Address

 

 

Address

Name_Address.ADDRESS_1

 

2nd line Address

Name_Address.ADDRESS_2

 

City

Name_Address.CITY

 

State

Name_Address.STATE_PROVINCE

 

Zip

Name_Address.ZIP

 

Preferred Mail

Name_Address.PREFERRED_MAIL

 

Preferred Bill

Name_Address.PREFERRED_MAIL

 

Phone

Name_Address.PHONE

 

Fax

Name_Address.FAX

 

E-mail

Name_Address.EMAIL

 

Note: You can include additional fields to flow down from company (parent) records to linked (child) records. From Customers, select Set up module > General, and click Advanced to open the Customer Setup -Advanced window. Enter the Table.FIELD in the User Defined Company Flow Down field. For example, to include the Web Address shown on the Profile tab as a company flow down field, enter Name.WEBSITE.

In This Section

Customer Portfolio Synchronization Behavior

Imported Records and Synchronization

Running the Synchronization SQL Script

Synchronizing Work Phone, Fax, and E-mail Example

Automatic Updating and Synchronization

Avoiding Blank Address Records

To synchronize phone numbers and e-mail

See Also

Customer System Setup

Customer Setup Overview

Set up general options window

Customizing the iMIS Desktop

To customize the default Tab Preferences profile

Setting Basic Customer Options

Setting Customer Address and Notes

Setting Accumail Options

Defining Lookup Indexes for the Find Window

Implementing and Managing Activity Types

Customer General Lookup/Validation and Expansion tables

Defining State/Province Codes

Setting up Login Activity Tasks

Checking for Duplicate Records

Adding and Deleting Fields in the Change Log

Using International Address Formatting

Setting up Acquisition Management

Setting Advanced Options


ASI logo 10.6 Production Release. Updated 2/23/2006 11:56:22 AM
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