Maintenance screen CRM
Introduction
Introduction
In [CRM, Maintenance] users can define settings like titles, addresses type, free fields, etc. These settings can be used by creating an account, back ground jobs, contract prolongation, and more.
Explanation
Titles are used when users create contact persons .
New address types can be defined in addition to the default types.
Free field can be defined for accounts, contacts or addresses.
Shipping (delivery) method can be defined for accounts.
In this page main settings can be defined like if a contract is mandatory before a customers can be created, default email accounts in order to perform a mailing to customer
An overview is given of all account types and their status.
To install the office addin for Word, Excel, Front Page and Outlook.
Used for changing settings of the calendar.
Used for to customize the support page of the default web sites for customers and resellers.
Used for to customize the account card for different users.
In the account card account information can be saved in order to gain as much knowledge about this account as it is possible. With this information the user can be of valuable help to this account. Because many users and companies add information in many different ways e-Synergy gives the user the opportunity to customize the view of the account card. Sections and fields can be customized to the users requirements
Used for to categorize accounts in different sectors.
Used for to categorize accounts in different subsectors.
Used for to categorize accounts in different sizes.
Used for to categorize accounts in different classifications.
Used for to categorize accounts in different sources.
Used for to categorize accounts in different ratings based on the value of their contracts.
Using the contracts prolongation companies are able to invoice customers based on the products they bought as well to prolong the existing contracts for a fixed period. Before the prolongation can be started contract parameters should be defined.
Once the contract parameters are defined the contract prolongation can be used to validate, modify, prolong or to budget contracts
To change the status of a reseller to 'Inactive' or to change a reseller into an account of type 'Associate' the function 'Transfer: Reseller' is used. Depending on the settings for the Sales Forecast and Contracts, the correct type and status for the account will be updated by the background job 'HRMailer'.
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
03.348.071 |
| Assortment: |
Exact Synergy
|
Date: |
15-03-2017 |
| Release: |
|
Attachment: |
|
| Disclaimer |