The CRM Tab

Under the CRM tab you will find information about the order to support business related events. To facilitate the activity management, you can insert a template with activities. You create templates in the Activities procedure. In the Activities procedure you can also set a default template. This template's activities will then be loaded automatically to the Activities tab when registering a new order.

For more information about this tab, please read the help section for the CRM tab in the Update Customer procedure. Please note that the following fields and functions under the CRM tab are not shown here: Customer status, Type, District and the button called Print customer card.

If you have activated the setting called Use Outlook integration when e-mailing from order registration procedures, under CRM - Customer Relationship Management under the Sales tab in the Settings procedure, the e-mail message including the order will be logged here.