How to: Update 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, so to have relevant profiles, you must update the questionnaires regularly. The following procedure demonstrates how to do this.
To update a profile questionnaire
In the Search box, enter Update Contact Classification, and then choose the related link.
On the Profile Questionnaire Header FastTab, in the Code field, select the questionnaire you want to update..
To run the update, choose the OK button.
See Also
Tasks
How to: Set Up Profile Questionnaires
How to: Enter Contact Profiles
Concepts
The Automatic Classification of Contacts
Other Resources
The Update Contact Classification Batch Job
Profile Questionnaire Line