CRM - Customer Relationship Management

Note in customer log during e-mail from Update Customer/Customer Info?

If you check this setting, a customer log is automatically created where you have the opportunity to make notes in the Activities/contacts log for the current customer when e-mail is sent by using the button M. This button is found under the CRM tab in the Update Customer and Customer Info procedures. This setting is not activated by default.

Path to customized customer card

Here you can enter file path and file name to the Crystal Reports form file for a customized customer cards. Use the UNC name in the file path, for example \\SERVER\MONWIN\CRYSTAL\CUSTOM\FILENAME.RPT. It is recommended that the form file is saved on the server so that it is accessible to everyone when printing.

A customized customer card can be ordered via Monitor ERP System AB or you can do adaptations yourself by using the Crystal Report design tool.

Use Outlook Integration when e-mailing from Update Customer/Customer Info

Here you can select if Outlook shall be used during integration of e-mail from the Update Customer and Customer Info procedures:

• No - no integration will take place.
• Yes, but ask each time - integration can be used, but must be confirmed each time.
• Yes - automatic integration.

Use Outlook integration when e-mailing from order registration procedures

Here you can select if quotes and customer orders, that are sent via e-mail using Outlook from the procedures called Register Quote and Register Customer Order procedures, shall be logged under the Activities tabs in the affected procedures:

• No - no logging will take place.
• Yes, but ask each time - logging can be used, but must be confirmed each time.
• Yes - logging takes place by default.

When logging, the Activities tab in the affected procedure opens automatically after the quote or customer order has been sent via e-mail. A link to the e-mail message will then be inserted in the section called E-mail log. The logging must then be saved.

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