Back to Customer Events Main Page
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Learn how you can to configure Customer Events Classifications |
What does this section cover?Navigating to Customer Event Classifications
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CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS |
What are Customer
Events Event Classifications?
Customer Events Event Classifications is a set ......
Creating, Editing & Deleting is a system function used to split Customer Events into categories, enabling various business processes to apply different business rules to 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 see more detail.
- Use the Actions Menu to create a NEW Customer Event Classifications, modify (EDIT) or DELETE an existing one.
- Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the 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.
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Validations & Restrictions| Action | Validations | Restrictions | Additional Information |
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| General | | | |
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| Create | | | |
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| Edit | | | |
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| Delete | | | |
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Customer Events Classifications attributes
Name | Description |
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| Number | An auto generated number |
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| Name* | ... |
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| Alternative code* | ... |
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Defining your own Customer Events Classifications tailored to your company's needs
Navigate to PATH
Either search for an existing one or from the Top Menu click on NEW MAIN INFORMATION
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WIP:Log Information - Global | WIP:Log Information - Global | From the Top Menu click on SaveDeleting Customer Events Classifications
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Deleting a record - Global | Deleting a record - Global |
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Visit /wiki/spaces/WIP/pages/10010220 Customer Events Classifications for business examples related to | Create | - Multiple Customer Event Classifications can exist in the system, but each one should have a unique Name and Alternative Code.
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| Save | - Mandatory Fields must be defined
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| Delete | | - Deleted Customer Event Classifications are still visible on Customer Events which were created using those Classifications.
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An * indicates a field is mandatory.
Name | Description |
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| Main Information |
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| Name* | The name of the Classification |
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Description | The description of the Classification |
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| Alternative Code* | The alternative code of the Classification which must be unique. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters. |
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| 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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| Log Information |
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| Log Details | The standard set of Log Details information available in all entities |
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