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Exact Synergy   
 

Maintenance screen CRM

Introduction

Introduction

 

In [CRM, Maintenance] users can define settings like titles, addresses type, free fields, etc. These settings can be used by creating an account, back ground jobs, contract prolongation, and more.

 

Explanation

 


 

Titles

Titles are used when users create contact persons .

 

Addresses: Type

New address types can be defined in addition to the default types.

 

Free Fields: Accounts, Contact, Addresses

Free field can be defined for accounts, contacts or addresses.

 

Ship via

Shipping (delivery) method can be defined for accounts.

 

Settings

In this page main settings can be defined like if a contract is mandatory before a customers can be created, default email accounts in order to perform a  mailing to customer

 

Account: Fields

An overview is given of all account types and their status.

 

Microsoft Office Add-ins

To install the office addin for Word, Excel, Front Page and Outlook.

 

Synchronize: Settings

Used for changing settings of the calendar.

 

Customer: Page - Support

Used for to customize the support page of the default web sites for customers and resellers.

 

Account: Fields - Links

Used for to customize the account card for different users.

 

Corporate Account Card - Customization

In the account card account information can be saved in order to gain as much knowledge about this account as it is possible. With this information the user can be of valuable help to this account. Because many users and companies add information in many different ways e-Synergy gives the user the opportunity to customize the view of the account card. Sections and fields can be customized to the users requirements

 

Sectors

Used for to categorize accounts in different sectors.

 

Subsectors

Used for to categorize accounts in different subsectors.

 

Sizes

Used for to categorize accounts in different sizes.

 

Classifications

Used for to categorize accounts in different classifications.

 

Sources

Used for to categorize accounts in different sources.

 

Customer / Reseller

Used for to categorize accounts in different ratings based on the value of their contracts.

 

Parameters

Using the contracts prolongation companies are able to invoice customers based on the products they bought as well to prolong the existing contracts for a fixed period. Before the prolongation can be started contract parameters should be defined.

 

Processes

Once the contract parameters are defined the contract prolongation can be used to validate, modify, prolong or to budget contracts

 

Transfer: Resellers

To change the status of a reseller to 'Inactive' or to change a reseller into an account of type 'Associate' the function 'Transfer: Reseller' is used. Depending on the settings for the Sales Forecast and Contracts, the correct type and status for the account will be updated by the background job 'HRMailer'.

 

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 03.348.071
 Assortment:  Date: 15-03-2017
 Release:  Attachment:
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