CRM> Periodic> Import> Relation/Prospect journal

Use this form to display potential imported business relation records before transferring them into the Business Relation Detailsform.

You can also modify the records, check for potential duplicates, and transfer the records into the Business Relation Detailsform.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Upper pane

Tab	Description
Overview tab	View or edit the imported business relations. You can see whether the business relation has been transferred into the system; the name and telephone of the business relation; the status, type, and parent business (if any) of the business relation; and the employee who is registered as the main contact for the business relation.
General tab	View and edit the active business relation import record. The information here corresponds to information on the Generaltab of the Business Relation Detailsform.
Setup tab	View and edit direct mail settings, hours of business, and the number of employees. The information here corresponds to information on the Setuptab of the Business Relation Detailsform.
Contact info tab	View and edit the contact information of the active business relation import record. The information here corresponds to information on the Contact Infotab of the Business Relation Detailsform.
Address tab	View and edit the addresses of the active business relation import record. The information here corresponds to information on the Addresstab of the Business Relation Detailsform.
Financial	View and edit the financial information of the active business relation import record.
Dimension tab	View and edit the dimensions of the active business relation import record. The information here corresponds to information on the Dimensiontab of the Business Relation Detailsform.

Lower pane

Tabs	Description
Contacts	View or edit the general contact person's information for the business relation import record.
Contact address	View or edit the general contact person's address for the business relation import record.
Business sectors	View or edit the business sector code and description of the business relation's import record.

Buttons

Button

Description

Clear

Clear the contents of the Relation/Prospect journal.

Note
Only the contents of this form are cleared. The content of the Business Relation Detailsform is not cleared.

Import

Select the import file to set the definition and define any defaults that are imported to the Relation/Prospect journal.

Functions

Select functions to perform on relation lines:
Check all records on the form for duplicates in the Relation/Prospect journal.
Check only the active record for duplicates in the Relation/Prospect journal.
Replace all specific instances of a Country/region, Stateor Countywith another value.
Enter the Zip/Postal codes from the imported records in the Relation/Prospect journal.

Transfer

Transfer the contents of the Relation/Prospect journalto the Business Relation Detailsform, and import the data and any adjustments into Microsoft Dynamics AX.

Fields

Field	Description
Transferred	View whether a record has been transferred to business relations and imported into the application.
Name	View the name of the business relation name (usually company name).
Telephone	View the business relation's main telephone number.
Type	View the type of business relation, such as customer, vendor, or prospect. The default business relation type is set in the initial import procedure.
Parent business relation	View the identification of the parent business relation.
Status	View the status assigned to business relation.
Main contact	View the salesperson who is responsible for base data.
Search name	View the search name for the business relation. This enables a faster search time.
Organization number	View the organization number of the imported business relation.
ABC code	Filter for ABC code. For more information, see ABC code.
Segment	View the segment that is assigned to the business relation.
Subsegment	View the subsegment for assignment to the business relation for a selected segment.
Chain	View the chain of which the company is a member.
Sales district	View the sales district business to which the business relation is attached.
Customer group	View the imported business relation's customer group. The default customer group is set in the initial import procedure.
Vendor group	View the group to which the vendor belongs.
Language	View the imported business relation's language. The default language is set in the initial import procedure.
Currency	View the imported business relation's main currency. This is used for invoicing. The default currency is set in the initial import procedure.
Direct mail	Indicate whether the business relation receives direct mail.
Employees	View the number of people who are employed by the imported business relation.
Closing time	View the closing hours of the business relation.
Opening time	View the opening hours of the business relation.
Memo	Record general notes about a business relation.
Extension	View the telephone extension of the main contact person of the imported business relation.
Mobile phone	View the mobile phone number of the main contact person of the imported business relation.
Pager	View the contact's pager number.
Fax	View the imported business relation's main fax number.
E-mail	View the imported business relation's main e-mail address.
SMS	View the e-mail address for sending SMS to a mobile phone.
Internet address	View the Web address of the imported business relation's home page.
Telex number	View the imported business relation's main telex number.
Line of business	Identify the line of business.
Chairperson name	View the company's chairperson of the board of directors. This information is imported for use in the Contacttable, even though the chairperson might not be an official contact person.
Chairman function	View the general job functions of the chairperson. New functions are updated in the Functions of persons form.
Director name	View the imported business relation's director. This information is imported for use in the Contacttable, even though the director might not be an official contact person.
Director function	View the general job functions of the imported business relation's director. New functions are updated in the Functions of persons form.
Street name	View the street name of the imported business relation's address.
ZIP/postal Code	View the imported business relation's ZIP/Postal code.
City	View the imported business relation's city based on the import file and not the ZIP/Postal code.
County	View the imported business relation's county based on the import file and not the ZIP/Postal code.
State	View the imported business relation's state based on the import file and not the ZIP/Postal code.
Country/region	View the unique identification of the country/region that can be attached to other tables, such as Customersand Vendors.
Address	View the imported business relation's complete mailing address. This includes street name, ZIP/Postal code, and city.
Date	View the date when the financial information last was updated.
Potential	View the total potential sale for current year.
Turnover	View the expected turnover of the imported business relation.
Estimate	View the sales estimate for the current year based on observed experience.
Budget	View the total sales budget for current year.
Probability %	View the probability percentage for estimates that are set.
Department	Specify a department. For more information, see Dimensions.
Cost center	Specify a cost center. For more information, see Dimensions.
Purpose	Specify a purpose. For more information, see Dimensions.
Contact	The name of the contact in the imported business relation.
Job title	View the contact's title.
Function	View the contact's official title.
First name	View the contact's first name.
Middle name	View the contact's middle name.
Last name	View the contact's last name.
Nickname	View the contact's nickname or alias.
Telephone	View the contact's direct telephone number.
Extension	View the contact's telephone extension at work.
Mobile phone	View the contact's mobile phone number.
E-mail	View the contact's direct e-mail address.
Street name	View the contact's street address.
ZIP/postal Code	View the contact's ZIP/Postal code.
City	View the contact's city based on the import file and not the ZIP/Postal code.
County	View the contact's county based on the import file and not the ZIP/Postal code.
State	View the contact's state based on the import file and not the ZIP/Postal code.
Country/region	View the unique identification of the country/region. This can be attached to other tables, such as Customersand Vendors.
Address	View the contact's complete mailing address. This includes street name, ZIP/Postal code, and city.
Business sectors	View the business sector code of the imported business relation. The business sectors are set up and maintained in Business sectors .
Description	View a description of the business sector code of the imported business relation.

English-to-Russian translation