Customer Classification (CRM)

Top  Previous  Next

Go to Customer Main Form > Classification Tab

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

    Arrow_Blue                                 Arrow_Blue

Customer Classification (CRM).

Customer categories help you classify and report on groups of customers, making it easier to sort and filter them in reports. This allows you to analyze total income from specific customer types or tailor your reports based on category.

 

How to Access Customer Categories:

Navigate to: Customer Main Form > Classification Tab

 

Credit ControlBusiness IndustryObjectionsLead RatingLead StatusStatus 2Lead SourceBankEquipmentExtraCustom TabLoyalty TabConversations TabContacts TabFinancial InformationCustomer Add or EditGreen PlusGreen PlusGrey GearGrey GearCustomer Classification

 

Customization Options:

Click the Gear Button to customize the labels graphic

You can add or change field names by clicking on the graphic button.

 

You can produce many reports in customer category sequence. For example Customer Reports / Extended Lookup and Customer Contacts & Bulk Email.

 

https://bit.ly/SI_Classification

Keywords: CRM,Customer Classification,Customer Relationship Management