Creating or updating the Contacts Record files

Menu 10.5.58

When a user adds or edits contact information in the Personal Contacts screen, The Collector System automatically updates the Contacts Record file for the account, but you can also update the Contacts Record file for all the accounts using the steps in this procedure.

This procedure can take a long time, depending on the number of accounts in The Collector System.

Use this option when:

• Initializing after The Collector System installation.
• Adding or editing a Fiscal field using by the Contacts Record file.
• Creating reports using ODBC or Easy Out.

To create or update the Contacts Record files:

1. From the Master menu, navigate to Management Strategy > Codes > Contact Codes (menu 10.5.58).

   

2. In the Contact Management Configuration window, select Create/Update CONTACTS Records, and press Enter or click Ok.
3. At the Process Complete -- <CR> prompt, press Enter.