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Configuring Customer Event Classification

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What does this section cover?

What are Customer Events Classifications?

Customer Events Classifications is a set ......

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete   

Customer Events Classifications attributes 

Name

Description

 NumberAn auto generated number
 Name*...
 Alternative code*...
  

Defining your own Customer Events Classifications tailored to your company's needs

  1. Navigate to PATH
     
  2. Either search for an existing one or from the Top Menu click on NEW

     
  3. MAIN INFORMATION

    1.  

  4. LOG INFORMATION

  5. Unable to render {include} The included page could not be found.
  6. From the Top Menu click on Save

Deleting Customer Events Classifications

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

 

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


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