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

1. In the Search box, enter Update Contact Classification, and then choose the related link.

2. On the Profile Questionnaire Header FastTab, in the Code field, select the questionnaire you want to update..

3. 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