Contact Status Files Settings

View - Settings - Company - Settings per Module - Contact Management - Advanced - Status File Settings

Sending contact status files allows you to provide your customers with an overview and history of their purchase. Based on the settings in this window, you select what information is to be made accessible to customers.

The Text at the top of contact status files is displayed at the top of the contact status file. Examples of this include: 'The status of your purchases from us is attached. If you have any questions, please contact.....' Please note that this is the content of the home page. You can also edit the content of the e-mails your customers receive. This is done via the Get website data wizard.

In Type of contacts to be used when making status files you can select 'All', 'None', 'Only private individuals' or 'Only companies'. The Type of contact is set in the Other Info tab in the contact card.

In the Settings tab of the contact card, under Customer, you can also control whether the contact is to have an Automatically generated status file. This will override the settings in this window.

The information in the status files should be how many months? You can use this field to adjust how old the information in the contact status file will be.

You can also select which information to include in the contact status file by using the various check boxes at the bottom of the window.