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Contact Manager Setup
Before using the Contact Manager, you need to set up a series of user-defined codes and defaults as follows.
Lead Source Codes
If you wish to track where your new account leads are coming from, you must set up lead source codes through SM-I-A  Enter Lead Source Codes.
Territory Codes
If you wish to assign accounts to user-defined territories, you must set up territory codes through SM-I-B  Enter Territory Codes.
History Codes (DBA Classic Only)
History notes are given classification codes for tracking and reporting purposes.  These codes are used by all three of the entry programs: accounts, vendors, and personal contacts.  At least one history code must be set up to use history notes.  These codes are set up through SM-I-C  Enter History Codes.
Account Follow-up Codes (DBA Classic Only)
Account follow-ups are given classification codes for tracking and sorting purposes.  At least one account follow-up code must be set up to use the follow-up system.  These codes are set up through SM-I-D  Enter Account Follow-up Codes.
Vendor Follow-up Codes
Vendor follow-ups are given classification codes for tracking and sorting purposes.  At least one vendor follow-up code must be set up to use the follow-up system.  These codes are set up through SM-I-E  Enter Vendor Follow-up Codes.
Personal Contact Follow-up Codes
Personal contact follow-ups are given classification codes for tracking and sorting purposes.  At least one personal contact follow-up code must be set up to use the follow-up system.  These codes are set up through SM-I-F  Enter Pers Contact Follow-up Cds.
Class Codes
Accounts can be give user-defined classification codes for sorting and selection purposes with mail lists and reports.  These are created through SM-I-G  Enter Class Codes.
Key Date Codes
Key date codes can be set up to identify important dates, such as when the account was first created, or when the first sales meeting occurred, etc.  These codes are used for statistical reporting and are set up through SM-I-H  Enter Key Date Codes.
Reps & Passwords (DBA Classic Only)
Rep codes and passwords can be set up for anyone who will be using the Contact Manager.  At least one Rep must be set up to use the system.  If you plan on having several people use the Contact Manager, you should make the Rep field mandatory in SD-O  Contact Manager Defaults.  Reps are set up through SM-I-I  Enter Reps and Passwords.
Contact Manager Defaults
Default titles for multiple contacts as well as various defaults for the automatic service billing system are set up through SD-O  Contact Manager Defaults.