Assigning Customer Templates for Contact Conversion

This chapter explains how to assign a certain customer template to a contact so that it will be used when you create a customer from a contact.
The customer template will be selected based on the country/region code of the contact.
To set a default customer template for contact conversion, do the following:

  • Use the quick search (Alt+Q) in TRASER DMS 365 to find the Contact Conversion Templates page.
  • The page Contact Conversion Tables is displayed.
  • Create a new contact conversion table or select a contact conversion table from the list.
  • The page Customer Template Card is displayed.
  • Click Countries in the menu.
  • The page Customer Template Countries is displayed.
  • Use the Country Code column to enter the code for the country for which a specific customer template will be selected when converting a contact into a customer.

You have successfully assigned a country-specific customer template to a contact so that it will be used when converting a contact into a customer.
If you enter a value in the Country/Region Code, under the Invoicing section the customer template for the country will be inserted automatically in the Customer Template Code field.

Contact Card