Back to Customer Events Main Page 

Navigating to Customer Events

Using Customer Events

Customer Events are either financial or marketing events performed by customers and registered within CRM.COM to be rewarded or additionally processed by other functions of CRM.COM. Different Types of Events are available, and all can be accessed through the Customer Events module. 

• Navigate to Customer Events 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 and select the Customer Event Type from the drop-down menu.
• Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Customer Events. 
• Click on ACTIONS to discover other possibilities available for Customer Events.
• Click on the Audit Trail button to view a log of changes effected on the Customer Events under examination.
   

Refer to the relevant page in the manual for a comprehensive description of each Type's Customer Events fields.  Check the Validations & Restrictions Table for a list of available Actions when working with Customer Events including each Action's related restrictions, validations, and additional information.  The respective table indicates which Reward Offers is associated with each Customer Event Type. 

Customer Event Types

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validations validations

Validations & Restrictions

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attributes attributes

 Reward Offer Related Customer Events

The following table displays the Reward Offer Types/ Classifications that each Customer Event Type is associated with:

Cancelling Customer Events

1. Navigate to CRM > CUSTOMER EVENTS > ACCESS CUSTOMER EVENTS
2. Search the Customer Events
3. Click on the Number / Name of the entry you would like to access to go to the Data Entry page
4. From the Actions Menu click on ACTIONS > CANCEL
5. Life Cycle State is now set to 'Cancelled.'