We are currently updating our site; thank you for your patience.
Static Data
Static Data - CRM: Customer Type
Customer Types must be configured for use in BPO and in BPOCRM.
Each customer must be linked to a Customer Type.
The Customer Type field is mandatory when creating a customer in BPO.
The system can be configured to "not required" for the Customer Type when first creating a new customer in BPO CRM, but then the customer type will need to be linked to the customer in BPO before authorising the customer.
Ribbon Access: Configurator > Static Data > Static Data |
- The Static Data listing screen will be displayed.
- Use the filter row or scroll down the list until you find the CRM: Customer Type row.
- Click on the expand icon in this row.
- The CRM: Customer Type Codes frame will be expanded.
- Here you can view a list of CRM Customer Type codes currently on the system.
- Right click anywhere in a row of this Codes data grid.
- A Process menu will pop up.
- Click on Add - Add New Code.
- The final row in the Codes data grid will now be 'activated'.
- The Code Type, Status and Sort Order columns will now be populated.
- Code: Click in this text box and type in a code specific for this new CRM: Customer Type.
- Code Description: Click in this text box and type in a description for this new CRM: Customer Type code.
- Code Type: This can remain as None.
- Status: This will auto populate with A - Active.
- Sort Order: Click in this text box and either type in or use the arrow indicators to select the sort order for this new CRM: Customer Type code.
- Note: The sort order is the order in which this will appear in the CRM: Customer Type code drop-down list in BPO. If each CRM: Customer Type code has the number 1, then the drop-down list will usually default to an alphabetical order in BPO. If, for example, it is numbered 2, then it will appear 2nd in the drop-down list in BPO.
- When you have finished adding the new CRM: Customer Type code details, press Enter.
- An Update message box will appear, asking;
- Are you sure you want to save changes to this code?
- Click on Yes.
- The new CRM: Customer Type code will be saved and a new row will be added to the Codes data grid.
- Collapse the Codes frame when you are done.
MNU.108.045