Page Comparison

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• Navigate to CRM > Contact Information > Manage Contact Information
• Search for the contact you would like to retrieve using the search criteria and click Search
• The results that meet the specified criteria are retrieved
•  Click on the Contact Name to enter its Data Entry page
  
• The Contact Information page opens
• Navigate through the various tabs to view all entered contact information
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 Note: For more information on Contact Information click on the link below:

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• Navigate to CRM > Contact Information > Manage Contact Information
• Search for the contact you would like to retrieve using the search criteria and click Search
• The results that meet the specified criteria are retrieved
•  Click on the Contact Name to enter its Data Entry page
• The Contact Information page opens
• To update the personal details click on Edit
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• Update the contact details as desired
• Click Save

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• Navigate to Billing > Subscriptions > Manage Subscriptions
• Search for the subscription you would like to retrieve using the search criteria and click Search
• The results that meet the specified criteria are retrieved
• Click on the Subscription Number to enter its Data Entry page
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• The subscription page opens
• Navigate through the tabs to view the entered subscription information
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 Note: For more information on Subscriptions click on the link below:

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• Navigate to Foundation > Segmentation > Manage Segments
• Click New
  
• Under the Main Information tab specify the segment’s main informationImage Removed
• Under the Criteria tab select Select the Entity that the segment will be aboutSpecify
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• Under the Criteria tab specify the segment criteria using CRMQL.  You will notice that as you type, the system provides a list of the available items to select in order to syntax your criteria.  (More information on the CRMQL syntax can be found here: https://discover.crm.com/display/V4Manual/Using+CRM+Query+Language )
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• As soon as the criteria are defined click Save
• In order to preview the segment click Preview from the Actions button
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 Note: For more information on Segmentation click on the link below:

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• Navigate to CRM > Notifications > Perform Notification Runs
• Click New and select Customer Care Notification Process Definition
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• The Notification Run Definition screen opens
• Under the Main Information tab specify the notification run’s main information
• Select a notification type or create a new one
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• Under the Criteria Main Information tab , on the Segment section click Add and select the customer segment that you wish to send the email notifications to
  Note: The media e.g. Email or SMS is specified on Communication template, included in the selected Notification Type
• Click Save
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• specify the notification type's main information
• Select the notification information
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• Under the Communication Information tab select a communication template or create a new one
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• Under the Main Information tab specify the communication template's main information
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• Under the Template Values select the Media (Email, SMS, other)
• Specify the content of the communication template
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• Click Save
• Under the Criteria tab of the Notification Type window, on the Segment section click Add and select the customer segment that you wish to send the email notifications to
• Click Save to save the notification type
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• Click Save to save the notification run definition
• In order to submit the notification run click Submit from the Actions button
• If you prefer the notification run to automatically run repeatedly (e.g. daily, weekly, monthly etc) then specify this under the Scheduling Settings tab
• At this point, the notification run is sent to the scheduler
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• When the process run is completed you will be able to see it under the Process Runs tab.  This is where you will see all the process run of the specific notification run that will submit to the scheduler at any point
• The process runs allow you to see which have been processed successfully and which have been processed with errors by expanding the appropriate section
• You can also drilldown to specific entries to view the exact communication that was sent to each customer
  
• Each notification being sent to a customer can also be viewed through the Communication Centre under the Customer Management tab
  

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