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Adding/Amending New Trades, Areas or Categories to the Contacts Database

How are new Trades, Areas or Categories created and allocated to the Contacts Database? Can the codes given to a trade names be amended?

Written by Norbert Botocan

First, the Trade, Area or Category needs to be created; it can then be allocated to Contacts within the Database.

To create new:

  1. Open ConQuest, Enquiries

  2. Select Trades, Areas and Categories

  3. Select the tab you want to add to and then select Add New or Edit or Delete selected.

  4. Edit on a Trade will allow the Trade Code and Description to be changed.

  5. Creating a Trade requires a unique code and a description.

To allocate to a contact:

  1. Open ConQuest, Enquiries, Contacts Database (need the administrator password to complete this function)

  2. Locate/Add new Contact, select Edit

  3. Locate the Trades section and Add, select trade required and OK


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