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 ...
Created byNuno19:19 22 Oct 2021
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1
20:35 29 Nov 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 ...
Created byNuno15:46 27 Oct 2021
19
2
20:34 29 Nov 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...
Created byGary Taylor15:59 12 May 2017
4
2
05:10 3 July 2019
Roclei03
Copy deliveries and Invoices
We use delivery notes differently and sometimes need to raise a copy, we also occasionally need a co...
Created byPeter Scott15:45 9 Apr 2019
6
1
10:20 15 Apr 2019
Pijus Juodis
GDPR
Hi, In accordance to the new GDPR regulations, companies must not hold personal data without good r...
Created byAlan13:59 24 May 2018
8
4
12:25 18 Jun 2018
Tomas J.
Contact Screen Display
By Default the contact register under the CRM module shows all customers and suppliers for all the c...
Created byNick Claxson17:11 25 May 2018
2
4
13:39 31 May 2018
Per
GDPR
What measures are present in hansa for the requirements of GDPR? I understood from the Feb London ...
Created byPeter Scott17:12 1 May 2018
5
3
10:07 21 May 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...
Created byPeter Scott14:48 3 July 2017
3
1
09:12 4 July 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...
Created byPeter Scott12:32 4 Nov 2016
3
1
20:08 9 Dec 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...
Created byIan12:35 4 Nov 2016
9
3
09:01 5 Oct 2016
HansaWorld
Remittance Advise
I need to send suppliers a remittance advice and we are running version 8.1 standard. I have found t...
Created byNick Claxson12:32 4 Nov 2016
5
2
23:17 31 Aug 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...
Created byTimothy Kahiga Ndirangu12:33 4 Nov 2016
8
5
15:13 25 Aug 2016
PWAMAE
Supplier Information Message
We have a all supplier message to send out due to change of account information. Can we load this ...
Created byNick Claxson12:32 4 Nov 2016
3
2
15:57 21 July 2016
Nick Claxson
Showing discounts
Hello, I have set up different Price Lists for customers with overall discounts on all of our produ...
Created byDavid12:35 4 Nov 2016
4
3
06:33 27 Apr 2016
Martins Ebersteins
Activities
I haven't used Activities much over the years but now have a situation where it would be helpfu...
Created byPeter Scott12:35 4 Nov 2016
4
2
09:29 15 Apr 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 ...
Created byDon Bingham12:36 4 Nov 2016
9
3
15:08 4 Mar 2016
Paul Timms
Statements
For years we have used bespoke forms for Open Invoice Customer Statements. We recently moved up to 8...
Created byPeter Scott12:37 4 Nov 2016
3
4
19:13 26 Jan 2016
Peter Scott
PERIODICAL STATEMENT
I would like to bring kind notice that we facing problem with periodical statement the closing balan...
Created byafzal12:38 4 Nov 2016
3
4
12:53 1 Dec 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...
Created byTommy Olsson12:38 4 Nov 2016
5
5
14:03 30 Nov 2015
Paul Timms
merging
How can I merge 2 customers without losing any information on either contact?...
Created byMelanie12:38 4 Nov 2016
5
2
15:23 9 Oct 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 ...
Created by12:38 4 Nov 2016
6
1
16:39 17 Mar 2015
Tracking Email in CRM?
Is there anyway to show sent emails in the Customer Status Report? or How does one track email cor...
Created by12:41 4 Nov 2016
3
2
19:28 18 Jun 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...
Created by12:41 4 Nov 2016
4
3
00:18 18 Jun 2013
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