---
title: "C.R.M: Draft Entries"
canonical: "https://wiki.soft1.eu/space/SS5EN/12060534/C.R.M%3A%20Draft%20Entries"
format: markdown
---
Module Draft entries is used to record persons or companies not labeled as customers or prospect customers of the company.

![image](media://e484e1cd-1b44-4646-b267-307b1a1429e2)

 

The people/ companies registered in Draft entries module participate in Crm actions.

![image](media://ce40b5bf-a752-4f78-b4be-97be727788dd)

Using "Convert" parameter you can convert the people/ company  to a contact / customer. The conversion of a draft entry posting to a customer / contact is executed either through actions, or through the related jobs of the draft entry posting. During conversion all fields completed in the draft entry posting are transferred.

In the conversion job dialog, select "Create: Yes" either to contact, or trading party, or to both (2) modules.

![image](media://99c761a2-df4e-490e-ba64-7ac6d0f77151)

- <Contacts> has the following options:
  - Select "Create: [Yes]" to create the contact.
  - Code format: set the code format for the creation of the contact.
  - Additional links: in this parameter you can specify additional fields in the draft entry record, which shall update the contact entry.
- <Trading parties> has the following options:
  - Select "Create: [Yes]" to create the trading party.
  - Code format: set the code format for the creation of the trading party.
  - Module: the module in which the company is to be registered (customers, suppliers, debtors, creditors).
  - Prospect: set whether a customer is to be entered with the indication "Prospect".
  - Link contact: if you select to create a contact and trading party with this option, these are linked together.
  - Additional links: in this parameter you can specify additional fields in the draft entry record, which shall update the trading party entry.
  - Salesperson: the default salesperson is the one entered in the draft entry
  - Accounting / Commercial category: the default accounting and / or commercial category is the one specified in the draft entry.

 

In the "Project" area enter the following:

- Select "Create: [Yes]" to create a project for the trading party.
- Labeling: select the labeling of the project to be created (sales opportunity, marketing campaign, project).
- Code format: set the code format for the creation of the project.
- Additional links: in this parameter you can specify additional fields in the draft entry record, which shall update the project entry.

 

In <Draft entry> area select the following:

- Update actions: if set to "Yes", the actions to which the specific draft entry record participates will be updated with the trading party / contact.
- Modify: select whether after conversion the draft entry posting will become inactive, or deleted.