Under the CRM tab you will find information about the customer/contact to support business related events.
Under the heading Customer status you can select customer/contact status by using different status codes, depending on which type of contact the customer is. For example 1=Actual customer (customers for which you can register orders), contact at fair, etc. You can only register orders for customers with status 1 (actual customers). For customers with status > 1, the "Customer" heading will be displayed in red. You update customer codes under the Customer status tab in the Customer / Supplier Status procedure in the Global Settings.
The customer status is a selection term in the: Customer Activity List, Activity Reporting - Sales, Customer List, Print Customer Labels and Quote List procedures.
You can select Type and District for the customer. These must first be registered in the Customer / Supplier Types and Customer / Supplier Districts procedures in the Global Settings module. Type and District can also be used as selection terms in several lists in the Sales module. You can update Type and District in the Customer List procedure, list type Settings.
Under the Activities heading you can register and report different types of activities regarding the customer/contact. Activities such as to call a customer, visit a customer, etc. If a planned activity is not performed, the system can send a reminder. To facilitate the activity management you can insert a template with activities. You create templates in the Activities procedure. By checking the setting Create records in Outlook/Notes calendar, you can choose to integrate customer activities with its existing calendar system (Microsoft Outlook and Lotus Notes). You select calendar program under Fax / E-mail under the System tab in the Settings procedure. You can also select to Show finished activities, in other words activities with status Finished. (Finished activities are not shown by default.)
Under the heading E-mail log you can log your e-mail correspondence with the customer by using drag and drop. You can open an e-mail message by double-clicking on it or by clicking on the button Open in the table. By using the button New e-mail you can create a new e-mail message.
If you drag the e-mail message from the e-mail program and drop it in the E-mail log table, it will be logged only in the table, but if you drop it in the Activities/contacts log it will be logged both in the text log with a hyperlink and in the table. Please note that this only applies when using Microsoft Outlook.
In the field under the heading Activities/contacts log, you will find a simple form of word processor for making notes regarding activities, events and other notes concerning the customer/contact. These may concern planned activities as well as already finished activities. Besides notes, you can also insert hyperlinks to websites, e-mail messages and files. To make it easier to create notes you can use the button called Insert note. By using the button Print customer card... you can print gathered information about the current customer.