| Excerpt | ||
|---|---|---|
| ||
Find out how to create a new Customer EventsEvent |
What does this section cover?
| Table of Contents | ||
|---|---|---|
|
Navigating to Customer Events
infoCRM
Application > Customer Events > Manage Customer EventsExplaining Customer Events Fields
Name | Description |
|---|---|
| Number | An auto generated number that uniquely identifies the customer event |
| Type | Determines the business behavior of the customer event, it is set automatically by each process which is creating the customer event, and it can be one of the following:
|
| Classification | The classification of the customer event, which can be optionally specified during the creation of the customer event. |
| Life Cycle State | The life cycle state of the customer event which can be posted or cancelled |
| Accounts Receivable | The accounts receivable related with the customer event |
| Unit * | The unit that initiated the customer event |
| Date * | The date that the customer event was actually performed |
| Description | A description of the customer event |
| Process Immediately | Defines if the customer event should be processed immediately by various business processes or not. |
| Event Details * | The detail information of the customer event, which differentiates based on the type of the event |
| Log Information | Includes the standard log information |
Creating & Saving, Validations & Restrictions
| Action | Validations | Restrictions | Additional Information |
|---|---|---|---|
| Create | |||
| Save |
Creating an Accounts Receivable
ATTACHMENTS
LOG INFORMATION
The following information is automatically set by the system on saving the Customer Events
System Processing
.COM Software allows you to create Customer Events which can either be financial and marketing events performed by customers and are registered within CRM.COM in order to be rewarded or additionally processed by other functions of CRM.COM. Customer events can be created manually through Web API or the User Interface or automatically by the system.
In this manual we will explain how you can manually create Customer Events via the User Interface.
All Customer events are created via the dedicated page of Customer Events. Each of the Event Types have a different set of attributed that need to be set. Below there is a list with different manuals explaining how you can create each of the Customer Events.
| Child pages (Children Display) |
|---|
| Note |
|---|
Visit Understanding Customer Events for business examples related to Creating Customer Events |
| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
Related Areas
|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Popular Labels
|