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Step 2. Populate the required necessary fields in the window that opens (shown below), and Save. See Account Record Standard Fields for an explanation of each field. Note: You only need to populate the fields required for your business.
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Enter the required account details and click Save. See View and edit an account record for details on each field.
A message displays at the top of the screen to indicate if the account has been successfully added (or otherwise).
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Note: You may require administration privileges to add an account to CRM from within Phocas.
Step 1. From Phocas, open the appropriate database (e.g. 'Sales') and select a dimension (e.g. 'Customers').
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Map the fields in CRM
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Click Run and click Yes to confirm the number of customers (rows) for which you want to add the account details (*see warning message below).
A message displays at the top of the screen to indicate if the account
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Check on number of customers updated
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the Delete button might not display or you might see a message at the top of the screen indicating you do not have permission to delete. Talk to your administrator about your permissions. Deleted items can be restored by administrators.
Click the Phocas menu button > Accounts to open the Accounts screen.
Select the rows of the accounts you want to delete (they turn blue) and click Delete.
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Deleting in older versions of PhocasIn older versions of Phocas, deleting an account also deletes activities associated with it, so you are deleting the entire history of that account. An alternative is to mark the account as 'inactive'. |