What does this section cover?

What are Customer Events Classifications?

Customer Events Classifications are used to classify customer events, which can be used later on by various business processes in order to apply different business rules per each customer event classification. However classifying each customer event is not mandatory unless the Customer Event Type is set to “Achievement”.

Creating, Editing & Deleting Validations & Restrictions

Action	Validations	Additional 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: Name Type	Not Applicable
Delete	Not Applicable	Deleted customer event classifications are still visible on customer events which were created using those classifications.

Customer Events Classifications attributes

Name	Description
Name*	The name of the classification
Description	The description of the classification
Alternative Code	The alternative code of the classification which should be mandatory and unique. On creating a new customer event classification, if nothing else is specified, the alternative code defaults to the first letter of each word included in the name (in capitals).
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 Spend Request

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

Navigate to CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP CLASSIFICATIONS
Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
1. Provide the following information
  1. Name
  2. Alternative Code
  3. Description
  4. Type: Select from the drop down list the type of the event you would like to relate to the classification you are creating
From the Top Menu click on SAVE
LOG INFORMATION
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

Deleting Customer Events Classifications

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
Click on the link of the record you would like to delete, to be transferred to the Data Entry page
From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied

Related Areas

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
Page:

Referral Customer Event — View Referral Customer Event Attributes
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Social Media Customer Event — View Social Media Customer Event Attribute

Configuring Customer Event Classification