Customer Events - Configuration Requirements
- Persia Xenopoulou (Deactivated)
- Former user (Deleted)
Back to Customer Events Main Page
Learn to set up Customer Events related business processes and rules.
Mandatory Configuration: Links to manuals of Customer Events configuration modules that are required for the module to work correctly
Related Configuration: Links to manuals of configuration modules other than of Customer Events that offer additional functionality or are required for the module to work correctly
Optional Configuration: Links to manuals of Customer Events configuration modules that offer additional functionality but are not required for the module to work correctly
Mandatory Configuration
The following modules must be configured in order to use the Customer Events:
| Module Name | Manual | Description |
|---|---|---|
Customer Event Classifications | Configuring Customer Event Classifications | Classification in only mandatory for Customer Events whose Type is Achievement. |
| Configuring Customer Events Definitions | Define the business rules that control the behaviour of Customer Events throughout their Life Cycle. |
Related Configuration
The following modules are related to,but are not a part of, Customer Events. Such entities either:
- Must be configured accordingly in order to be able to start using the Customer Events module (Configuration Type = Mandatory)
OR - May be configured to use the Customer Events module at its full capacity (Configuration Type = Optional)
| Module Name | Manual | Description | Configuration Type |
|---|---|---|---|
Reward Definitions | Customer Events whose Type is Purchase can be created automatically by certain system events. For this option to apply the Financial Transaction Types that trigger Purchase Customer Events must be defined in the Active Rewards Definition. Once defined, whenever an Invoice of that Type is posted a Purchase Customer Event is created. | Optional | |
| Payment Medium Brands AVAILABLE FROM CRM.COM R10.0.0 | Configuring Payment Medium Brands | Configure the Payment Medium Brands that can be used when creating Customer Events | Optional |
| Payment Medium Types AVAILABLE FROM CRM.COM R10.0.0 | Configuring Payment Medium Types | Configure the Payment Medium Types that can be used when creating Customer Events | Optional |
Optional Configuration
The following entities are available and can be configured under Customer Events. A working CRM.COM model can exist without them being configured.
| Module Name | Module Manual | Module Description |
|---|---|---|
Key Performance Indicator (KPI) AVAILABLE FROM CRM.COM R11.0.0 | Configuring Key Performance Indicators | Used to measure the performance of key business objectives in order to evaluate if the objectives are achieved or not. Added on Financial Statement Customer Events as achievement and Financial Statement Reward Offers as conditions. |