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Learn how you can configure Customer Events Classifications |
What does this section cover?
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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 each customer event is not mandatory unless the Customer Event Type is set to “Achievement”.
Creating, Editing & Deleting Validations & Restrictions
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Customer Events Classifications attributes
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
- Navigate to CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide the required information
- Name
- Alternative Code
- Description
LOG INFORMATION
Include Page WIP:Log Information - GlobalWIP: Log Information - Global - From the Top Menu click on Save
Deleting Customer Events Classifications
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