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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.

Action	Validations	Restrictions
General	Multiple Customer Events definitions can exist in the system, but each one should have a unique name and alternative code Only one active Customer Events definition can exist at any given time	If no active Customer Events Definition exists, then no Customer Events can be created
Create	Mandatory Fields must be defined Name and Alternative code must be unique	N/A
Edit	Mandatory Fields must be defined Name and alternative code must be unique	N/A
Delete	N/A	Cannot be deleted if its the active definition

Name	Description
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	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.
Purchase Customer Events Automation	It defines a list of invoice types that will automatically be creating purchase customer events while they are posted.

Navigate to CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP DEFINITIONS
Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
1. Provide the required information
  1. Name
  2. Alternative Code
  3. Description
PROCESSING AUTOMATION
1. PURCHASE CUSTOMER EVENTS AUTOMATION
  1. Click on ADD to select the invoice types that will automatically trigger the creation of purchase customer events, on posting.
2. EVENT TYPES PROCESSED IMMEDIATELY
  1. Select the customer event types that should be processes immediately automatically by checking their check box.
LOG INFORMATION
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
From the Top Menu click on SAVE

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

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Financial Statement Customer Event — View Financial Statement Customer Event Attributes
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Managing Customer Events — Learn to work with Customer Events
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Understanding Customer Events — Understand the usage of Customer Events within CRM.COM
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Configuring Customer Events Definition — Learn to configure Customer Events Business Definitions that will dictate the overall behaviour of Customer Events
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Achievement Customer Event — View Achievement Customer Event Attributes
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Web Customer Event — View Web Customer Event Attributes
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Purchase Customer Event — View Purchase Customer Event Attributes
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Referral Customer Event — View Referral Customer Event Attributes
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Social Media Customer Event — View Social Media Customer Event Attribute