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Working with Customers and Suppliers

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contact

can anyone explain what happened to the contact number that started to be P1, P2, P3 etc instead of ...

回答者Nuno19:19 22 十月 2021

20:35 29 十一月 2021
Brittany McGrath

contact

why is that now when we try to create a new contact it apears to be different? instead od using the ...

回答者Nuno15:46 27 十月 2021

20:34 29 十一月 2021
Brittany McGrath

Recent history of customer sales on contact card missing

Since moving to 8.3 I seem to be missing on certain users the recent history of products sold to cus...

回答者Gary Taylor15:59 12 五月 2017

05:10 3 七月 2019
Roclei03

Copy deliveries and Invoices

We use delivery notes differently and sometimes need to raise a copy, we also occasionally need a co...

回答者Peter Scott15:45 9 四月 2019

10:20 15 四月 2019
Pijus Juodis

GDPR

Hi, In accordance to the new GDPR regulations, companies must not hold personal data without good r...

回答者Alan13:59 24 五月 2018

12:25 18 六月 2018
Tomas J.

Contact Screen Display

By Default the contact register under the CRM module shows all customers and suppliers for all the c...

回答者Nick Claxson17:11 25 五月 2018

13:39 31 五月 2018
Per

GDPR

What measures are present in hansa for the requirements of GDPR? I understood from the Feb London ...

回答者Peter Scott17:12 1 五月 2018

10:07 21 五月 2018
Tomas J.

Standard texts in CRM

I use Standard texts from time to time and have standards set up, now and again the information need...

回答者Peter Scott14:48 3 七月 2017

09:12 4 七月 2017
Tomas J.

Activities problem

We started using Activities more and since the upgrade to 8.2 2016-09-02 we find an issue. Wer have...

回答者Peter Scott12:32 4 十一月 2016

20:08 9 十二月 2016
Elvis Kvalbergs

HANSA Select and Copy multiple lines

Why can you not select multiple data field and copy in HANSA? For example copy a large selection fr...

回答者Ian12:35 4 十一月 2016

09:01 5 十月 2016
HansaWorld

Remittance Advise

I need to send suppliers a remittance advice and we are running version 8.1 standard. I have found t...

回答者Nick Claxson12:32 4 十一月 2016

23:17 31 八月 2016
Nick Claxson

PREPAYMENT

Hi Hi what am i supposed to do when a prepayment in the system appears as a debtor with a balance in...

回答者Timothy Kahiga Ndirangu12:33 4 十一月 2016

15:13 25 八月 2016
PWAMAE

Supplier Information Message

We have a all supplier message to send out due to change of account information. Can we load this ...

回答者Nick Claxson12:32 4 十一月 2016

15:57 21 七月 2016
Nick Claxson

Showing discounts

Hello, I have set up different Price Lists for customers with overall discounts on all of our produ...

回答者David12:35 4 十一月 2016

06:33 27 四月 2016
Martins Ebersteins

Activities

I haven't used Activities much over the years but now have a situation where it would be helpfu...

回答者Peter Scott12:35 4 十一月 2016

09:29 15 四月 2016
Peter Scott

ODBC driver for Standard

I would like to analyze data from Hansa Standard Books 7.2 in Excel/MS SQL. Can anyone direct me to ...

回答者Don Bingham12:36 4 十一月 2016

15:08 4 三月 2016
Paul Timms

Statements

For years we have used bespoke forms for Open Invoice Customer Statements. We recently moved up to 8...

回答者Peter Scott12:37 4 十一月 2016

19:13 26 一月 2016
Peter Scott

PERIODICAL STATEMENT

I would like to bring kind notice that we facing problem with periodical statement the closing balan...

回答者afzal12:38 4 十一月 2016

12:53 1 十二月 2015
afzal

How to delete a customer or supplier?

Hi! How can I delete an old supplier or customer among my contacts in FirstOffice Start 5.2? When tr...

回答者Tommy Olsson12:38 4 十一月 2016

14:03 30 十一月 2015
Paul Timms

merging

How can I merge 2 customers without losing any information on either contact?...

回答者Melanie12:38 4 十一月 2016

15:23 9 十月 2015
Martins Ebersteins

HANSA ERP 8.0

We currently run HANSA world 6.4, most of our terminals are still running windows XP and our server ...

回答者12:38 4 十一月 2016

16:39 17 三月 2015

Tracking Email in CRM?

Is there anyway to show sent emails in the Customer Status Report? or How does one track email cor...

回答者12:41 4 十一月 2016

19:28 18 六月 2013

How can I send out a customer letter to a specific set of cu..

I am trying to send out a customer letter to a specific set of customers but am having problems with...

回答者12:41 4 十一月 2016

00:18 18 六月 2013