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Navigating to Customer Events Definitions
CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP DEFINITIONS
What are Customer Events Definitions?
Customer Events definitions is a set of business rules used to control the behavior of Customer Events throughout their whole life cycle. Customer Events Definitions can be edited, deleted and have their life cycle state changed given that validations and restrictions are met.
Navigate to Customer Events Definitions 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 have a better look of the available information. Use the Actions Menu to create a new (NEW) Customer Events Definitions , modify (EDIT) or delete (DELETE) an existing one. Use the (BACK) link to go back to the summary page and (CANCEL) to cancel any unwanted changes made to the Customer Events Definitions . Check out the attributes table below for a thorough explanation of the information kept for Customer Events Definitions and the Validations&Restrictions table to find out validations and restrictions applicable when working with Customer Events Definitions .
Validations & Restrictions
| Action | Validations | Restrictions |
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Customer Events Definition attributes
Name | Description |
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| Number | An auto generated number that uniquely identifies the customer event definition |
| Name* | The name of the definition |
| Alternative Code* | An alternative code for the definition. On creating a new definition it should default to the first letter of each word included in the name (in capitals), if nothing else is specified |
| Description | A description for the definition |
| State | The state of the definition which can be active or inactive. Only one active definition can exist at any point |
Processing Automation It defines business processes that are automatically applied on customer events | |
| Event Types Processed Immediately | |
| Event Types Processed Immediately | It defines a list of all the supported customer event types, which can be enabled or disabled in order to automatically process customer events of that type immediately or not. AVAILABLE FROM CRM.COM R10.0.0 As from CRM.COM R10 Achievement, Referral and Financial Achievement customer events will not be allowed to be set as "processed immediately" |
| Purchase Customer Events Automation | |
| Purchase Customer Events Automation | It defines a list of invoice types that will automatically be creating purchase customer events while they are posted. |
| Payment Medium Brand Automation AVAILABLE FROM CRM.COM R10.0.0 It defines rules which are used in order to automatically set the payment medium brand on purchase customer events or financial achievement customer events based on the format of the specified payment medium identifier. These rules apply only if the customer event is submitted having a payment medium identifier specified but no payment medium brand | |
| Rule Name | The name of the rule. The rule name is generated automatically whenever a new rule is added. |
| Conditions | The conditions that should be fulfilled in order to automatically set the specified payment medium brand on the customer event that triggered the rule. It is mandatory to specify at least one of the condition criteria. |
| Formatting | The formatting that will be used to set up the conditions. The following options are supported:
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| Payment Medium Identifier Length Range | The payment identifier length range (from and to, both values inclusive). If specified then the length of the specified payment medium identifier should be within that range in order for the rule to be applied (it should be greater or equal the from value and less or equal the to value) This is visible and applicable only if the formatting is set to "Simple Formatting" |
| Payment Medium Identifier Begins with | If specified then the payment medium identifier should begin with the specified value This is visible and applicable only if the formatting is set to "Simple Formatting" |
| Payment Medium Identifier Ends with | If specified then the payment medium identifier should end with the specified value This is visible and applicable only if the formatting is set to "Simple Formatting" |
| Regular Expression | The regular expression that will be used to evaluate the rule against the specified payment medium identifier. This is visible, applicable and mandatory only if the formatting is set to "Advanced Formatting" |
| Payment Medium Type Automation AVAILABLE FROM CRM.COM R10.0.0 It defines rules which are used in order to automatically set the payment medium type on purchase customer events or financial achievement customer events based on the format of the specified payment medium identifier. Those rules apply only if the customer event is submitted having a payment medium identifier specified but no payment medium type | |
| Rule Name | The name of the rule. The rule name is generated automatically whenever a new rule is added. |
| Automatically set to Payment Medium Type | The Payment Medium Type that will automatically be set on the customer event, if the conditions are fulfilled |
| Conditions | The conditions that should be fulfilled in order to automatically set the specified payment medium type on the customer event that triggered the rule. It is mandatory to specify at least one of the condition criteria. |
| Formatting | The formatting that will be used to set up the conditions. The following options are supported:
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| Payment Medium Identifier Length Range | The payment identifier length range (from and to, both values inclusive). If specified then the length of the specified payment medium identifier should be within that range in order for the rule to be applied (it should be greater or equal the from value and less or equal the to value) This is visible and applicable only if the formatting is set to "Simple Formatting" |
| Payment Medium Identifier Begins with | If specified then the payment medium identifier should begin with the specified value This is visible and applicable only if the formatting is set to "Simple Formatting" |
| Payment Medium Identifier Ends with | If specified then the payment medium identifier should end with the specified value This is visible and applicable only if the formatting is set to "Simple Formatting" |
| Regular Expression | The regular expression that will be used to evaluate the rule against the specified payment medium identifier. This is visible, applicable and mandatory only if the formatting is set to "Advanced Formatting" |
| Payment Medium Identifier Automation AVAILABLE FROM CRM.COM R10.0.0 It defines rules which are used in order to automatically adjust the payment medium identifier specified on purchase customer events or financial achievement customer events, before saving the customer events. | |
| Adjustment Method | The method that will be used in order to adjust the payment medium identifier. The supported options are the following:
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| Number of Characters | The number of characters (last or first) that should be kept after adjusting the payment medium identifier. This is visible, applicable and mandatory unless the no adjustment option is specified |
Processing Rules AVAILABLE FROM CRM.COM R9 It defines business rules that are automatically applied while creating and processing customer events | |
| Spend Request Customer Events Rules It defines business rules that are automatically applied while creating and processing spend request customer events | |
| Allow creating spend requests for specific amount | It defines if a specific amount to be spend can be specified on spend request customer events. If it is enabled then the spend amount will become mandatory on the spend request. |
| Minimum Spend Request Amount | It defines the minimum amount that can be requested through a spend request customer event. This information is optional and is applicable only if the "Allow creating spend requests for specific amount" is checked. If not specified then the minimum spend request amount will not be validated |
| Maximum Spend Request Amount | It defines the maximum amount that can be requested through a spend request customer event. This information is optional and is applicable only if the "Allow creating spend requests for specific amount" is checked. If not specified then the maximum spend request amount will not be validated |
| Reject Spend Requests if the Requested Spend Amount is not Covered | If enabled then spend requests will be rejected (and not created within CRM.COM) if the requested spend amount is not covered (i.e. the wallet balance for that combination of products, date / time, unit is less than the requested amount). The requested spend amount is either the amount of the related purchase customer event or the specific spend amount that is specified on the spend request customer event |
| Applicable Classifications | Defines a list of spend request customer event classifications which should be related with spend request customer events in order for the rule to be applicable. More than one classifications can be added in that list. |
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