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Back to Customer Events Main Page

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Learn how you can to configure Customer Events Classifications

What does this section cover?

Event Classifications

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Table of Contents

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Navigating to Customer Event Classifications

Info

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.

 Customer Event ClassificationImage Added

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validations
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Validations & Restrictions

ActionValidationsAdditional Information
General
  • Not Applicable
  • Not Applicable
Create
  • Multiple customer event classifications Customer Event Classifications can exist in the system, but each one should have a unique name Name and alternative codeAlternative Code.
  • Not Applicable
Save
  • Mandatory Fields :
  • Name
    • Typemust be defined
  • Not Applicable
Delete
  • Not Applicable
  • Deleted customer event classifications Customer Event Classifications are still visible on customer events Customer Events which were created using those classifications.
Customer Events Classifications attributes 
  • Classifications.

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attributes
attributes
Attributes 

An * indicates a field is mandatory.

Name

Description

Main Information
 Name*The name of the classificationClassification

Description

The description of the classificationClassification

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.
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

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

    1. Provide the required information

      1. Name
      2. Alternative Code
      3. Description
        Configuring Customer Event ClassificationImage Removed

  • LOG INFORMATION

    • Include PageLog Information - GlobalLog Information - Global
  • From the Top Menu click on Save

    • Deleting Customer Events Classifications

    Include PageDeleting a record - GlobalDeleting a record - Global

    • Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
      Financial Achievement

    • Status
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      titleAvailable from CRM.COM R11.0.0
      Financial Statement

    • Spend Request
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities  
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