Configuring Customer Event Classification

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Last updated: Jul 17, 2017 by Former user (Deleted)
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Navigating to Customer Event Classifications

CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS

 

What are Customer Event Classifications?

Customer Event Classifications is a system function used to split Customer Events into categories, enabling various business processes to apply different business rules 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 Classification

Validations & Restrictions

ActionValidationsAdditional Information
General
  • Not Applicable
  • Not Applicable
Create
  • Multiple Customer Event Classifications can exist in the system, but each one should have a unique Name and Alternative Code.
  • Not Applicable
Save
  • Mandatory Fields must be defined
  • Not Applicable
Delete
  • Not Applicable
  • Deleted Customer Event Classifications are still visible on Customer Events which were created using those Classifications.

Attributes 

An * indicates a field is mandatory.

Name

Description

Main Information
 Name*The name of the Classification

Description

The description of the Classification

Alternative Code*The alternative code of the Classification which must be unique. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters.
Type*Determines the type of Customer Events that can use the specific Classification. The Type can be one of the following:

  • Purchase

  • Referral

  • Web

  • Social Media

  • Achievement

  • AVAILABLE FROM CRM.COM R10.0.0 Financial Achievement

  • AVAILABLE 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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