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 Classifications are used to classify customer events, which can be used later on by Event Classifications is a system function used to split Customer Events into categories, enabling 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 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 | Additional Information |
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| General | N/A | N/A | |
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| Create | - Multiple customer event classifications can exists Customer Event Classifications can exist in the system, but each one should have a unique name Name and alternative codeAlternative Code.
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| Edit | N/A | N/A |
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| Delete | N/A | - Deleted customer event classifications Not Applicable
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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 Customer Events which were created using those classifications.
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An * indicates a field is mandatory.
Name | Description |
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| Name* | The name of the classificationClassification |
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Description | The description of the classificationClassification |
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| Alternative Code* | The alternative code of the classification Classification which should must be mandatory and unique. On creating a new customer event classification, if nothing else is Unless otherwise specified, the alternative code defaults to the first Letter of each word included in the name (in Capitals)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 Customer Events that can use the specific classificationClassification. The type Type can be one of the following:
Purchase Referral Web Social Media Achievement - Spend Request
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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
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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 Understanding Customer Events Classifications for business examples related to |