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Accessing historic address data may be required at times, such as a customer moving back to a previous place he used to live. All addresses registered for a contact can be kept in the system and the ones that are no longer valid can be inactivated, with the option to re-activate at any point required. You can only have one active address per type registered for a contact, so as long as you inactivate one you can replace with a new of the same time. For example if you have one delivery address and one billing address and the customer would like to change his billing address with a new one, then the existing must be set to inactive and a new billing address can be registered.

Deactivate addresses

  1. Go to Addresses tab where all your active addresses are shown and you can switch between them by selecting the respective radio button
  2. Click on DEACTIVATE to deactivate the address you are currently viewing

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Automatic assignment of contact name day ensures that you never miss a chance to wish your customers or even reward them on their name day. Use Name Day Application Run Definitions along with Name Day rules set at the contact information definition to assign a name day to contacts. Once configured, as in all definitions, the definition must be submitted so that a run is executed. When the run is executed it will find all the contacts that meet one of the 'name day rules' configured in the contact information definition and which comply with the 'Name Day Application settings' provided in the 'Name Day Rule' definition and for each one of those set a name day in the contact information respective field. 

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Name Day Application Settings

Determines on which Contacts the Name Day Rules will be applied on. Two options are available:

  • Apply on All Contacts: Name day rules will be applied to all contacts of type 'person' regardless if their name day is already specified and different than the one specified in the rule.
  • Apply on Contacts without Name Day: Name day rules will be applied only on contacts of type 'person' that their current name day is not specified.

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Company uniqueness rule

Panel
nameblue
titleSetting up Contact Information Uniqueness Rules - Contact Company

Scenario 1

Company ZX would like to ensure that no two companies share the same VAT Registration Number in their contact information

Solution

Configuration
The Uniqueness Rule in the Contact Information Definition should be set with a check on VAT Registration Number under the Companies Uniqueness Rules.

 

Info
titleUniqueness Rule setup options for companies
  1. Option A: If Name and VAT Registration Number are specified in the rule, then no other contact information can exist with the same Name and VAT Registration Number combination
  2. Option B: If only Name is specified, then no other contact information can exist with the same Name.

  3. Option C: If only VAT Registration Number is specified, then no other contact information can exist with the same VAT Registration Number



Person uniqueness rule

Panel
nameblue
titleSetting up Contact Information Uniqueness Rules - Contact Person

Scenario 1

Company ZX would like to ensure that the ID Number in contact information is unique for all contacts

Solution

Configuration
The Uniqueness Rule in the Contact Information Definition should be set with a check on ID Number under the 'Persons Uniqueness Rules.'

 

Scenario 2

Company ZX would like to ensure that the ID Number and Social Security Number (SSN) combination in contact information is unique for all contacts

Solution

Configuration
The Uniqueness Rule in the Contact Information Definition should be set with a check on both ID Number and Social Security Number under the 'Persons Uniqueness Rules'.

 

Info
titleUniqueness Rule setup options for persons
  1.  Option A: If Name, Social Security Number, ID Number are specified in the Rule, then no other contact information can exist with the same Name, Social Security Number and ID Number combination
  2. Option B: If Name and Social Security Number are specified, then no other contact information can exist with the same Name and Social Security Number combination
  3. Option C: If only Name is specified, then no other contact information can exist with the same Name value
  4. Option D: If only Name and ID Number are specified, then no other contact information can exist with the same Name and ID Number values

 

Financial and marketing life cycle state

Panel
nameblue
titleFinancial & Marketing LCS

Scenario 1

Company ZX registers 2 contacts in the system, one as a new subscriber and another one as a potential lead. See below how their Life Cycle State is set by the system:

Solution


User Process

Financial

A new contact is registered in the system as a new subscriber. A subscription and financial account (accounts receivable) is created for billing purposes and to track the contact's financial history. The Life Cycle State of the contact information record is (then) automatically updated to Financial.

Marketing

A new contact is registered in the system as a lead. The contact does not require a financial account (accounts receivable) and their state remains as Marketing. When this contact becomes a subscriber and requires a financial account (accounts receivable), their Life Cycle State will automatically be updated from Marketing to Financial.

 

Exclude customers from partner marketing campaigns

Panel
namegrey
titleAuthorisation Settings

Scenario 1

Company ZX contacts its customers on a monthly basis to let them know about new offers and to notify them about new available channels. In addition to internal organisation (Direct) marketing campaigns, Company ZX also engages in (Affiliate) marketing campaigns for partners. Some of ZX's customers would like to be removed from the Affiliate Marketing campaigns Mailing list, but would like to remain in the Direct marketing campaigns mailing lists .

Solution

Configuration

Include in Direct Marketing Campaigns

Contact Information: The Authorisation Settings on the contact information related to marketing should be set as follows:

  • Send me Direct Marketing material: YES
  • Send me Direct Affiliate material: NO

Notification Type: The Notification Type used for the monthly Affiliate Marketing campaign should have the Authorisation Settings set as follows (in order to take into consideration the Affiliate Marketing Contact Information settings):

  • Apply Contact Information Data Protection for Direct Marketing: YES
  • Apply Contact Information Data Protection for Affiliate Marketing: YES


Notification Run: Use the Customer Care Notification Type created with the settings configured as above.

System Process
When the system executes the Notification Run with the specific Notification Type (configured as described above), contacts that meet the criteria will be validated against the Authorisation settings and notifications/communications and those that have the flag for Direct Marketing set to YES will be contacted.



Exclude from Affiliate Marketing Campaigns

Contact Information: The Authorisation Settings (on the)/in contact information related to Marketing should be set as follows:

  • Send me Direct Marketing material: YES
  • Send me Direct Affiliate material: NO


Notification Type: The Notification Type used for the monthly Direct Marketing campaign should have the Authorisation Settings set as follows (in order to take into consideration the Direct Marketing Contact Information settings):

  • Apply Contact Information Data Protection for Direct Marketing: YES
  • Apply Contact Information Data Protection for Affiliate Marketing: YES


Notification Run: Use the Customer Care Notification Type created with the settings configured as above

System Process
When the system executes the Notification Run with the Notification Type (configured as described above), contacts that meet the criteria will be validated against the Authorisation settings and notifications/communications, while the ones that have the flag for Affiliate Marketing set to NO will be excluded.

Note
titleNotes
  • If you are using a previous release, view CRM.COM Release Changes.
  • Use the Contact information WEB API to create and manage Contact information from an external system, such as a customer portal. View the Contact information WEB API for a complete list of actions available through the WEB API.

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Glossary  

CRM.COM TermDefinition
Accounts ReceivableA ledger of the financial transactions carried out between a company and its customers, such as invoices and payments.
SubscriptionA collection of customer services billed on a recurring, usage or one-time basis.
Opt-inContacts can opt-in, in order to receive marketing emails, either from your company or from affiliate companies
Opt-outContacts can opt-out, so that they will never be sent marketing emails, either from your company or from affiliate companies.
NotificationAuto-generated text, used to communicate financial or customer care information to existing or prospective customers. Notifications are sent through CRM.COM by email or SMS or by using a third party external system, such as a mobile app or portal.
Notification runRun used to generate notifications and communication which are sent to customers.

 

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