Frequently asked questions about CRM

Crm_Veelgestelde vragen CRM (10)

Organisation/person

 

 

When you delete a contact person, the following message appears: The Sales contact table still contains references to this value.

First check if the contact in question is still present on one of the tabs for the sales contact. Such a tab could for instance be Digital.

If the contact is not linked to the sales contact, the value is still present somewhere, usually because the history was included in the conversion carried out from a previous Profit version.

To display the history:

  1. Go to: General / Management / Management tool.
  2. Open the Organisation/person function group.
  3. On the left-hand side of the window, select the Sales contact file.
  4. Create a custom tab on the right-hand side of the Tabs tab.
  5. Put the Contact person and Extra contact person fields on the custom tab.
  6. Close the Management tool..
  7. Open the properties of the relevant sales contact.
  8. Open the properties of the intended (main) dossier item.
  9. Go to the tab: Sub-dossier.
  10. Open the properties of the sub-dossier item.
  11. Try to delete the contact person again.

 

Why can I not rename a city with an umlaut, a diaresis, an accent grave or other special characters such as ü and ö?

For instance, if you try to change a city name like Munster to Münster, this is not registered properly by Profit. This is because SQL server (the database system) does not see any difference between the two names.

You can avoid this problem as follows:

  1. Click on: the city name you want to change, e.g. Munster, and change this to "Munstere".
  2. Click on: Finish.
  3. Click the city name again and now rename it to its proper name: "Münster".
  4. Click on: Finish.

 

How do I solve the “The Merge organisation and persons table still contains references to this value." message when I am deleting an organisation?

The reason for this message is that there is still a reference to a contact person in the Merge field.

You can resolve this as follows:

  1. Go to: CRM / Organisation/person / Merge.
  2. Select the line shown.
  3. Click on the action: Merge.

    You can also delete the line.

Detailmelding :

De tabel Samenvoegen organisatie en personen heeft nog verwijzingen naar deze waarde.
======================================================================

Number..........: -2147206503 #80043A99 [ANTA]
Description.....: (Anta Dynamic Delete Object) The value in this table is still referenced from table Samenvoegen organisatie en personen.
Init state......: Raised
Source..........: AntaBuff
Version.........: 7.2.100
Location........: C:\Program Files\Profit\AFAS Windows\Kernel\Bin
Source descr....: Anta Data Buffer (C/S)
Time............: 10-06-2008 11:11:16.515
DLL/EXE file....: C:\Program Files\Profit\AFAS Windows\Kernel\Bin\AntaBuff.dll [7.2.0.100]
----------------
Landmark........: AntaDataBuffer.AntaObject.SyncAll [654F0823]
----------------
Landmark........: AfasKnBasicContact.SKnBcn.IComponentServer_Delete [4DCA1B87]
----------------
Landmark........: AfasKnBasicContact.CKnBcn.IComponentClient_Delete [4FAE1F38]
----------------
Landmark........: AfasKnCrmMain.AfasKnOgaPer.ViewForm_OnRowAction [67C90E1A]

 

 

Can I unblock blocked contact persons for organisations?

Yes, you can unblock blocked contact persons:

To unblock contact persons:

  1. Go to: CRM / Organisation/person / Contact.
  2. Press: Ctrl + Shift + B or click on the Show/hide blocked lines button in the menu.
  3. In the Blocked column, set the filter to .Y.
  4. Open the properties of a blocked contact person.
  5. Deselect the Blocked check box.
  6. Click on: OK.

 

Can I create an overview of the blocked contact persons?

Yes, you can create an overview of the blocked contact persons.

To create an overview of blocked contact persons:

  1. Go to: CRM / Organisation/person / Contact.
  2. Press: Ctrl + Shift + B or click on Show/hide blocked lines in the menu.
  3. In the Blocked column, set the filter to .Y.

    You now see an overview of all blocked contact persons.

 

Can I add extra jobs to the Contact job table?

Yes, you can add extra jobs to this table.

To add values to the table:

  1. Go to: General / Configuration / Custom table.
  2. Open the properties of of the Contact job custom table.
  3. Go to the tab: Value.
  4. Click on: New.
  5. Complete the fields.
  6. Click on: OK.

 

Why is it not possible to compare by code ID when I import entries by person or organisation?

In an entry import there can only be a compare by person ID or organisation ID, but it may seem as if this option is not available.

This has to do with the import options Auto numbering person and Auto numbering organisation.

If you have selected these options in the import definition, codes 0: Organisation ID and 0: Person ID do not show up after Compare on in the table.

If you want to compare by Person ID or Organisation ID, temporarily disable the Auto numbering option.

 

When merging two persons, the following message appears: Source and target both contain the link ‘User’.

Solution:

  1. Go to: General / Management / Authorisation tool 

    .

  2. At the top of the menu click on User.
  3. Click on: Merge with....
  4. Merge the two users.
  5. Close the Authorisation tool.
  6. Click on Yes in the message.

    De omgeving opent automatisch opnieuw, met de nieuwe instellingen. Now the message no longer appears when you merge two persons.

Detailmelding:

Bron en doel bevatten dezelfde koppeling 'Gebruiker'. Deze kunnen niet worden samengevoegd.

Verwijder de koppeling bij de bron of doel als u wilt samenvoegen.
======================================================================
Number..........: -2147180996 #80049E3C [ANTA]
Description.....: General message: Bron en doel bevatten dezelfde koppeling 'Gebruiker'. Deze kunnen niet worden samengevoegd. Verwijder de koppeling bij de bron of doel als u wilt samenvoegen.
Init state......: Raised
Source..........: AKnBcn
Version.........: 7.4.200
Location........: C:\Program Files\Profit\AFAS Windows\Kernel\Bin
Source descr....: Afas Basic Contact Component (Kn; C/S)
Time............: 12-02-2009 11:05:17.703
Active control..: frmKnBcmNew.awcWizard - "Samenvoegen"
DLL/EXE file....: C:\Program Files\Profit\AFAS Windows\Kernel\Bin\AKnBcn.dll [7.4.0.200]
Landmark........: CKnBcmVal.CheckType [05A00966]
Landmark........: CKnBcmVal.IAOValidate_RowValidation [05AD0B81]
Landmark........: AntaDataBuffer.Props.CheckPropsValid [57502EBF]
PAR: 4..........: 1
Validation......: Row validation failed
Landmark........: AntaDataBuffer.Props.ValidateRows [57CE2F1A]
Validation......: Rows validation failed Row:0
Landmark........: AntaDataBuffer.Props.ValidateRows [653D09F1]
Landmark........: AntaDataBuffer.Props.ValidateRows [57CE2E8E]
Landmark........: AntaDataBuffer.AntaObject.ValidateObject [575A2E91]
Validation......: Object Rows validation failed
Landmark........: AfasKnBasicContact.CKnBcm.IComponentClient_Update [05AD0B09]
Landmark........: AfasKnCrmMain.frmKnBcmNew.awcWizard_OnFinish [052409CC]

 

 

Why can I not add an organisation/person if his address is not known (in Belgium)?

Certain address fields, such as the house number, are mandatory in Profit. You set this in the country settings, therefore you can only create an address without a house number by changing these settings temporarily.

To change the country settings:

  1. Go to: General / Configuration / Country settings / Country.
  2. Open the properties of the country.
  3. Go to the tab: Addresses.
  4. Go to Complete address and select the value for Always complete (99).
  5. Click on: OK.
  6. Create the address.
  7. Reset the country settings to their original values.

 

 

 

 

Crm_Veelgestelde vragen (20)

Dossier

 

Why can I no longer submit a dossier item with an attachment or open an attachment after I have installed a Profit build or Update.

If you can no longer submit any attachments (using the Profit Office Connector) or if you can no longer open the attachment from a dossier item type, install or reinstall the Profit Office Connector. Install the Build or Update to have a new version available.

If, during the installation procedure, you receive a notification that the correct version is already installed, first delete the Profit Office Connector by selecting Windows / Start / Control Panel / Programs / Get programs.

After you have completed this, you can install the Profit Office Connector again.

If you cannot run the installation on your computer yourself, ask the system administrator to do this for you..

Note:

If you have performed the steps in this FAQ and you can still not submit attachments, delete the ‘temporary Internet files’.

 

When you submit a dossier item, the following message appears: “1 or more dossiers are mandatory for the selected dossier item type. The selected destination ‘[name]' does not meet these criteria. The following mandatory files could not be found”.

This message is shown when you have indicated in the selected dossier item type that this dossier item type should be submitted mandatory to multiple destinations. The message is shown if the destination selected is not linked to the other mandatory destination in the dossier.

Example:Dossier item type Note

Mandatory for Employee and ‘IB’ client.

This dossier item is submitted for an employee who is not linked to an ‘IB’ client.

Message is shown.

 

Possible solutions:

Modify the settings in the dossier item type so that destinations are no longer mandatory but optional. You can still change these settings via CRM: Dossier / Configuration / Dossier item type, type properties, Dossier tab.

  • Submit the dossier item to a destination that does have a link to all mandatory destinations in the dossier item type. Example: Submit the dossier item to an employee who is linked to an ‘IB’ client.
  • When you submit the dossier item, select a different dossier item type in which the mandatory destinations can be reached.

Melding:

======================================================================
Number..........: -2147180996 #80049E3C [ANTA]
Description.....: General message: Bij het gekozen type dossieritem is ingesteld dat er 1 of meerdere dossiers verplicht zijn. De gekozen bestemming 'J. sdfsdfasdfa (Judith) (158)' voldoet hier niet aan.

De volgende verplichte dossiers konden niet gevonden worden:
- Client IB

Init state......: Raised
Source..........: AKnMain
Version.........: 7.1.300
Location........: C:\Program Files\Profit\AFAS Windows\Kernel\Bin
Source descr....: Afas Main Client Kn (C)
Time............: 06-12-2007 16:39:00.707
Active control..: frmKnSubjectNew.srhSubjectType - "Nieuw dossieritem"."Type dossieritem:"
DLL/EXE file....: C:\Program Files\Profit\AFAS Windows\Kernel\Bin\AKnMain.dll [7.1.0.300]
----------------
Landmark........: AfasKnMain.frmKnSubjectNew.UpdateSubjectFileChecks [6E3B1C3A]
----------------
Landmark........: AfasKnMain.frmKnSubjectNew.srhSubjectType_OnValueChanged [6C5D1A75]

Can I deselect the Completed check box in a dossier item?

Yes, you can deselect the Completed check box in the properties of the dossier:

  1. Go to: CRM / Dossier / Dossier.
  2. Select the dossier item.
  3. Click on the action: Cancel completed status.

    Note:

    If you do not see this action button, the application manager should configure the correct authorisation.

     

You can now change the dossier item because the Completed check box has been deselected.

 

Can I send a collective e-mail to organisations, persons or employees when I submit a dossier item?

Yes, you can send a collective e-mail.

To send a collective e-mail:

  1. Go to: CRM / Organisation/person / Organisation/person.
  2. Open the view: Organisation/Persons (or the view for which the dossier items have to submitted).
  3. Press: Ctrl+S.
  4. Select the persons you want to e-mail.
  5. Click on the action: File item(s).
  6. Select the dossier item type.
  7. Click repeatedly on: Next.
  8. Select the E-mail document and record in file check box.
  9. Complete the wizard.

    The dossier items are sent by e-mail and saved in the dossier of the person.

    Note:

    In order to send e-mails from Profit, select the e-mail server in Profit by selecting General / Environment / Management / Properties, E-mail tab. Consult your system administrator. If you use this option for the first time, we advise you to run a test in a test environment or to submit a dossier item for one person only.

     

 

Can I modify the description / text of a dossier item that has been submitted?

Yes, you can modify the description / text if you want.

To modify description / text:

  1. Go to: CRM / Dossier / Configuration / Dossier item type.
  2. Open the properties of the dossier item type..
  3. Go to the tab: General.
  4. Select Always possible to edit outside of workflow in the Edit field.
  5. Click on: OK.

 

When opening archived dossier items, the following message appears: The file cannot be accessed and may have been archived.

The Profit COM+ user should at least have read and write rights for the location specified for the archived dossier items. After the rights have been set correctly, the message will no longer be shown.
Your system administrator can set the correct rights.

Message:

The file cannot be accessed and may have been filed.
Contact your own system administrator to see whether the file can be retrieved.
The file has been archived as: [PATH]

=====================================================================
Number..........: -2147180996 #80049E3C [ANTA]
Description.....: General message: Het bestand kan niet benaderd worden en is mogelijk gearchiveerd.
Neem contact op met uw eigen systeembeheerder om te bekijken of het bestand nog achterhaald kan worden.
Het bestand is gearchiveerd als:
Init state......: Raised
Source..........: AKnMain
Version.........: 7.4.300
Location........: C:\Program Files\Profit\AFAS Windows\Kernel\Bin
Source descr....: Afas Main Client Kn (C)
Time............: 20-03-2009 15:27:26.084
Active control..: frmKnSubjectProperty.ActionButton - "Eigenschappen dossieritem"."Acties (F8)"
DLL/EXE file....: C:\Program Files\Profit\AFAS Windows\Kernel\Bin\AKnMain.dll [7.4.0.300]

 

Why can I not select a dossier item type when I create a sub-dossier?

You can only submit a sub-dossier if you have configured this for the dossier item type.

To allow a sub-dossier for a dossier item type:

  1. Go to: CRM / Dossier / Configuration / Dossier item type.
  2. Open the properties of the dossier item type..
  3. Go to the tab: Additional destination.
  4. Specify the dossier item destination as Optional or Mandatory.
  5. Click on: OK.

    Note:

    If you specify a destination as Mandatory, you have to specify what the “parent” dossier item is. You can then add this dossier item type as a sub-dossier item only.

     

 

Why has the attachment of a dossier item been opened read-only?

If you open the attachment of a dossier item in Profit, it is opened as READ ONLY if you have specified that the dossier item type cannot be edited outside the workflow.

To open an attachment in Edit mode:

  1. Go to: CRM / Dossier / Configuration / Dossier item type.
  2. Open the properties of the dossier item type..
  3. Go to the tab: General.
  4. Select Always possible to edit outside of workflow in the Edit field.
  5. Click on: OK.

 

 

 

 

 

Crm_Veelgestelde vragen (30)

Output

 

I miss the Excelerators option in the Profit menu of the Excel add-in applications.

You can solve this problem by registering the 'AfasAnalysisAddin.dll’ .DLL file again. You carry out the following steps on the workstations where the problem occurs.

To register the DLL:

  1. Go to: Windows: Start / Run.
  2. Enter the following command:

    regsvr32 "C:\Program Files\Profit\AFAS Windows\Kernel\Bin\AfasAnalysisAddin.dll"

    Note:

    Do not forget to include the quotation marks in the command. If you have installed Profit in a different file location, change the command.

     

  3. Click on: OK.

If this does not solve the problem, check if this feature is enabled in Microsoft Excel. In this case, check this document.

 

 

Tax_Veelgestelde vragen (70)

Other

 

Can I modify the journal entry description for an invoice from CRM, Subscriptions, Project or Logistics?

Yes, you can modify the journal entry description for an invoice.

To modify the description in a journal entry:

  1. Go to: General / Configuration / Integration settings / Integration type.
  2. Open the properties of the relevant integration type.
  3. Select the required line in the Financial description field.
  4. Click on: OK.

The description of the entries in Financial are now created according to the setting. You cannot apply this retroactively.

Click on the Edit journal entry action if you want to modify the description of invoices already journalised.

Note:

You cannot assign a manual description for each separate invoice.

 

 

When I delete a view, the following message appears: The Data source table still contains references to this value.

This message appears because there is still an Excel analysis linked to the view in question.

Solution:

  1. Open the view:.
  2. Click on: Export data to Excel... by using the Export button.
  3. You now probably open an analysis that belongs to the view.
  4. Delete this analysis.
  5. Next, delete the view.

Detailmelding :

De tabel Gegevensbron heeft nog verwijzingen naar deze waarde.
======================================================================

Number..........: -2147206503 #80043A99 [ANTA]
Description.....: (Anta Dynamic Delete Object) The value in this table is still referenced from table Gegevensbron.
Init state......: Raised
Source..........: AntaBuff
Version.........: 7.2.100
Location........: D:\AFAS software\AFAS Windows\Kernel\Bin
Source descr....: Anta Data Buffer (C/S)
Time............: 29-07-2008 09:42:05.042
Active control..: frmViewMaintenance.cmdNav(5) - "Beheer weergaven"."&Verwijderen"
DLL/EXE file....: D:\AFAS software\AFAS Windows\Kernel\Bin\AntaBuff.dll [7.2.0.100]
----------------
Landmark........: AntaDataBuffer.AntaObject.SyncAll [654F0823]
----------------
Landmark........: AntaDynamicDelete.DynamicDelete.DynamicDelete [655B0ADE]
----------------
Landmark........: AntaQueryServer.Main.DeleteQueryData [044A0B64]
----------------
Landmark........: AntaViewFunction.SView.DeleteQuery [796A304F]
----------------
Landmark........: AntaViewFunction.SView.Delete [796A33B9]
----------------
Landmark........: AntaViewFunction.ASOView.Delete [796A33BA]
----------------
Landmark........: AntaViewFunction.View.Delete [772F2EA9]
----------------
Landmark........: AntaViewFuncMan.frmViewFunction.StartDelete [76BE2F04]
----------------
Landmark........: AntaViewFuncMan.frmViewMaintenance.cmdNav_Click [0E6E1E55]

 

 

When you delete a bank account, the following message appears: The Payment details table still contains references to this value.

This message can appear in multiple properties windows if you try to delete a bank account. Examples of these include an the properties window for an employee, a sales contact, etc.

For example, a payment was already made to this bank account or received on it. The bank account number can therefore not be deleted, because this would mean that the payment would no longer have a reference to the account and would ‘float’ as it were.

If in the debtor / sales contact properties on the Bank account tab you have added the correct account number and you have linked this number on the Payment tab, the configuration is correct.

Detailmelding:

De tabel Betalingsgegevens heeft nog verwijzingen naar deze waarde.

======================================================================
Number..........: -2147206503 #80043A99 [ANTA]
Description.....: (Anta Dynamic Delete Object) The value in this table is still referenced from table Betalingsgegevens.
Init state......: Raised
Source..........: AntaBuff
Version.........: 7.4.300
Location........: C:\Program Files\Profit\AFAS Windows\Kernel\Bin
Source descr....: Anta Data Buffer (C/S)
Active control..: frmAfasKnSalRelProp.cmdNav(5) - "Eigenschappen verkooprelatie/debiteur"."&Verwijderen"
DLL/EXE file....: C:\Program Files\Profit\AFAS Windows\Kernel\Bin\AntaBuff.dll [7.4.0.300]
Landmark........: AntaDataBuffer.AntaObject.SyncAll [654F0823]
Landmark........: AntaDynamicComponent.Server.IComponentServer_Delete [655B087D]

 

 

While importing an address the following message appears: An incomplete address cannot be imported.

This message can appear when you import sales contacts, purchase contacts, employees and clients.

Check if the address in question is complete:

  1. Enter the address manually in Profit, for instance by adding a new sales contact. If Profit does not select the Address complete check box, the address is not complete and needs to be modified.
  2. If the address is complete, but the import keeps indicating that the address is incomplete, select the P.O. Box address check box. In most cases this check box will be deselected, so you can specify a fixed value of 0. After you have completed this field in the import, the import will be run.

See also:

  • Addresses

 

Can I manage campaigns in InSite?

The Campaigns functionality is not available in InSite.