Contact Management Setup Wizard

You use this program to set up your SYSPRO Contact Management System.

The main aim of the program is to automatically enter data in the Contact Management System (CMS) from data that already exists in your SYSPRO system.

The Contact Management Setup must be run in its entirety before you can use the SYSPRO Contact Management System.

Toolbar and menu

Field Description
Save This saves the details you entered or changed.

My Organization

Field Description
Contact creation options

These options enable you to exclude the automatic creation of Contacts within the Contact Management System.

The Contact Management Setup Wizard won't add new contacts from the Operator/Customer/Supplier Setup program if there are existing contacts linked to an operator/customer/supplier. Additional contacts must be added manually using the New Contact option of the Contact Management Query program.
Skip creation of a Contact for each Operator Select this if you do not want to create each SYSPRO operator as a contact.

If you don't create operators as contacts within the CMS system, you will be unable to use MS Outlook to record Emails sent or received by operators in the Contact Management System.
Skip creation of a Contact for each Customer with a previously defined contact

Select this if you do not want to create a contact for each existing SYSPRO Customer where a Contact is already defined.

If you select this preference, then you will need to manually create customer contacts and capture their details.
Skip creation of a Contact for each Supplier with a previously defined contact

Select this if you do not want to create a contact for each existing SYSPRO Supplier where a Contact is already defined.

If you select this preference, then you will need to manually create supplier contacts and capture their details.
My organization  
My organization name

This defaults to the Company name, but can be changed.

The My Organization account is a special type of account that represents your own organization. The program creates all your SYSPRO operators as contacts in My Organization.

Contact details Optionally enter your organization's telephone number, fax number or website address. If entered, then these details are assigned as the details for each employee contact created in My Organization.

Address Details

Field Description
Physical address Optionally enter your organization's physical address. If entered, then this physical address is assigned to each employee contact created in 'My Organization'.

These fields default to the values defined in the Delivery address fields defined against your company.
Postal address Optionally enter your organization"s postal address. If entered, then this postal address is assigned to each employee contact created in 'My Organization'.

These fields default to the values defined in the Company address fields defined against your company.