Open the Update Contact Classification window.

Updates the automatic classification of your contacts. This batch job updates all the answers to the profile questions that are automatically answered by the program, based on customer, vendor or contact data. To run the batch job, open the Shortcut iconProfile Questionnaire Setup window. On the Actions tab, in the Functions group, choose Update Classification.

When you modify information about your contacts, vendors, or customers, the program automatically updates questions that are used in your contact rating. All other types of automatically answered questions within the profile questionnaires are not automatically updated. You must do it manually by using the Update Contact Classification batch job.

Field Description

Date

Enter the date on which you update the contact classification.

Set any filters that you would like to sort the data on and choose OK to start the batch job. If you do not want to run the batch job now, choose Cancel to close the window.

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