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Back to Customer Events Main Page

Excerpt
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Learn how you can to configure Customer Events Event Classifications

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Table of Contents

Table of Contents
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Navigating to Customer

Events

Event Classifications

Info

CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS

 

What are Customer

Events

Event Classifications?

Customer Events Classifications are used to classify customer events, which can be used later on by Event Classifications is a system function used to split Customer Events into categories, enabling various business processes in order to apply different business rules per each customer event classification. Classifying each customer event is not mandatory unless the Customer Event Type is set to “Achievement” or "Financial Achievement"  StatuscolourGreentitleAvailable from CRM.COM R10.0.0to each Classification.  The classification of Customer Events is only mandatory for Achievement and Financial Achievement Type Events.

  • 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.
  • see more detail. 
  • Use the Actions Menu to create
a new (NEW)
  • a NEW Customer Event Classifications, modify (EDIT) or 
delete (
  • DELETE
) an
  •  an existing one.  
  • Use
the (BACK) link to go back
  • the BACK to return to the
summary
  • Summary page
and (
  • and CANCEL
)
  •  to
cancel
  • revert 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
  • Customer Event Classifications.
  • Click on the Audit Trail button to view a log of changes effected on the Customer Event Classifications under examination.

Check the Validations & Restrictions Table below for a list of available Actions when working with Customer Event Classifications, including each Action's related validations and additional information.  View the Attributes Table for a comprehensive description of the Customer Event Classifications fields.

 
Customer Event ClassificationImage Modified

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validations
validations
Validations & Restrictions

ActionValidationsAdditional Information
General
  • Not Applicable
  • Not Applicable
Create
  • Multiple customer event classifications Customer Event Classifications can exist in the system, but each one should have a unique name Name and alternative codeAlternative Code.
  • Not Applicable
Save
  • Mandatory Fields :
    • Name
    • Type
    must be defined
  • Not Applicable
Delete
  • Not Applicable
  • Deleted customer event classifications Customer Event Classifications are still visible on customer events Customer Events which were created using those classificationsClassifications.

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attributes
attributes

Customer Events Classifications attributes 

Attributes 

An * indicates a field is mandatory.

Name

Description

Main Information
 Name*The name of the classificationClassification

Description

The description of the classificationClassification

Alternative Code*The alternative code of the classification Classification which should must be mandatory and unique. On creating a new customer event classification, if nothing else is Unless otherwise specified, the alternative code defaults to the first letter of each word included in the name (in capitals)codes for new Definitions default to the Definition's Name initials in capital letters.
Type*Determines the type of customer events Customer Events that can use the specific classificationClassification. The type Type can be one of the following:

  • Purchase

  • Referral

  • Web

  • Social Media

  • Achievement

  • Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
    Financial Achievement

  • Spend Request
Log InformationThe standard log Information
CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS
Log DetailsThe standard set of Log Details information available in all entities  
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