Exact Globe+

Maintaining classifications

Menu path

System ➔ General ➔ CRM ➔ Classifications

Introduction

As you are managing large groups of customers, suppliers, associates, prospects, banks, and other business contacts, you can classify these accounts into various categories to enable efficient relations management. By default, Exact Globe Next has predefined several classifications.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create classifications?

1. In the main screen, click New. The Classification screen will be displayed.
2. Define the relevant fields.
3. Click Save.
4. Click Close.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit existing classifications?

1. In the main screen, double-click or select the required classification.
2. Click Open. The Classification screen will be displayed.
3. Make the required changes at the relevant fields.
4. Click Save.
5. Click Close.

Keep in mind: All fields with the “!” icon are mandatory.

How do I delete classifications?

1. In the main screen, select the required classification.
2. Click Delete.
3. The message “Depending on the size of your company, this function may take a long time because all files will be checked. Delete?” will be displayed.
4. Click Yes to continue or No to cancel deletion.

How do I generate a report?

1. In the main screen, click Report. The Report page will be displayed together with the details of the classifications.
2. Click Printer settings to set up the page, click Export to change the format and the destination of the file, or click Print to print out the report.
3. Click Close to exit.

How do I recode existing classifications?

1. In the main screen, select the required classification.
2. Click Recode.
3. The Classifications: Recode screen will be displayed.
4. Define the relevant fields and click Start.
5. A message indicating the changes that will be made according to the defined values will be displayed.
6. Click Yes to continue or No to cancel.

Keep in mind: All fields with the “!” icon are mandatory.

Related documents

• Creating and maintaining classifications
• Exact video library
• Inserting and deleting columns