Updating Profile Questionnaires

Some of the profile questions are entered automatically by the program, based on criteria that you have defined in the Profile Questionnaire Line table. These entries are not updated automatically, and to have relevant profiles, you must update the questionnaires regularly.

To Update Profile Questionnaires:

  1. Open the Update Contact Classification window.

  2. Select the questionnaire(s) you want to update and click OK.

  3. Confirm the subsequent message.

Related Topics

The Update Contact Classification Batch Job

Setting Up Profile Questionnaires

Entering Contact Profiles

The Automatic Classification of Contacts