Some of the profile questions are entered automatically by the program, based on criteria that you have defined in the Profile Questionnaire Line table. These entries are not updated automatically, so to have relevant profiles, you must update the questionnaires regularly. The following procedure demonstrates how to do this.
To update a profile questionnaire
In the Search box, enter Update Contact Classification, and then choose the related link.
On the Profile Questionnaire Header FastTab, in the Code field, select the questionnaire you want to update..
To run the update, choose the OK button.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |