Customer Classification (CRM)

Top  Previous  Next

Customer categories allow you to classify and report on groups of customers. This gives you the opportunity to sort and select customers in reports, perhaps to view the total income from specific types of customers.

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

 

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

You can customize all the fields by clicking on the Gear Button graphic

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

 

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