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Learn how you can configure Customer Events Classifications |
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Table of Contents
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Navigating to Customer Events Classifications
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CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS |
What are Customer Events Classifications?
Customer Events Classifications are used to classify customer events, which can be used later on by various business processes in order to apply different business rules per each customer event classification. However classifying Classifying each customer event is not mandatory unless the Customer Event Type is set to “Achievement”.
Creating, Editing & Deleting
to “Achievement” or "Financial Achievement" Status colour Green title Available from CRM.COM R10.0.0
Navigate to Customer Event Classifications and explore existing records via the Summary page. Click on the link (name or number) of the record of your interest to enter the Data Entry page and have a better look of the available information. Use the Actions Menu to create a new (NEW) Customer Event Classifications , modify (EDIT) or delete (DELETE) an existing one. Use the (BACK) link to go back to the summary page and (CANCEL) to cancel any unwanted changes made to the Classifications Check out the attributes table below for a thorough explanation of the information kept for Customer Event Classifications and the Validations&Restrictions table to find out validations and restrictions applicable when working with Customer Event Classifications .
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Name | Description |
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| Name* | The name of the classification |
Description | The description of the classification |
| Alternative Code | The alternative code of the classification which should be mandatory and unique. On creating a new customer event classification, if nothing else is specified, the alternative code defaults to the first letter of each word included in the name (in capitals). |
| Type* | Determines the type of customer events that can use the specific classification. The type can be one of the following:
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Defining your own Customer Events Classifications tailored to your company's needs
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| Log Information | The standard log Information |
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CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS
MAIN INFORMATION
Provide the following information
LOG INFORMATION
Deleting Customer Events Classifications
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