What does this section cover?

Navigating to Customer Events

CRM Application > Customer Events > Manage Customer Events

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: Purchase Referral Web Social Media Achievement Spend Request
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

Action	Validations	Restrictions	Additional Information
Create
Save

Search using the criteria available in the summary page
From the top menu click on the New to open the Customer Events data entry page
Rest of the steps
ATTACHMENTS
1. Add any files or URLs related to the entity.
  
  Check General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload.
  1. For adding a file
    1. Click on Add > Upload File
    2. Drag and Drop the file in the modal
      OR
    3. Click in the modal
    4. Select the file to be uploaded
    5. Click on "DONE"
    6. Notes: Provide notes related to the upload
  2. For adding a URL
    1. Click on "ADD"
    2. Attachment: Specify the URL
    3. Notes: Provide notes related with the URL
LOG INFORMATION
The following information is automatically set by the system on saving the Customer Events
1. Log information section keeps all the logging information related to the specific record
  - Basic set of information available in all entities
    - Created By User: The user that created the entity
    - Created By Unit: The unit of the user that created the entity
    - Updated By User: The user that last updated the entity
    - Updated by Unit: The unit of the user that last updated the entity
    - Date Created: The date the account was entity
    - Date Updated: The date the account was last entity
From the Action Menu click on Save

Visit /wiki/spaces/WIP/pages/10010220 Customer Events for business examples related to Creating Customer Events

Page:

Financial Achievement Customer Event — View Financial Achievement Customer Event Attributes
Page:

Financial Statement Customer Event — View Financial Statement Customer Event Attributes
Page:

Configuring Customer Event Classification — Learn to configure Customer Event Classifications
Page:

Managing Customer Events — Learn to work with Customer Events
Page:

Understanding Customer Events — Understand the usage of Customer Events within CRM.COM
Page:

Configuring Customer Events Definition — Learn to configure Customer Events Business Definitions that will dictate the overall behaviour of Customer Events
Page:

Spend Request Customer Event — View Spend Request Customer Event Attributes
Page:

Achievement Customer Event — View Achievement Customer Event Attributes
Page:

Web Customer Event — View Web Customer Event Attributes
Page:

Purchase Customer Event — View Purchase Customer Event Attributes
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Referral Customer Event — View Referral Customer Event Attributes
Page:

Social Media Customer Event — View Social Media Customer Event Attribute