One moment please...
Exact Synergy Enterprise   

Overview of customer ratings

Menu path

Marketing ? Setup ? Rating: Rule ? Customer


Customers are rated according to the revenue (contract) they generate. The bigger the contract, the more value the customer brings to the company. In Exact Synergy Enterprise, ratings used to value customers are based on the value of the contract generated by the customer.

Roles and rights

All users are able to access this page to view the customer ratings. However, to modify rating rules, function right 261 – Maintain rating rules is required. By default, users with the Customer manager role have this function right.


  • For more details on function rights, go to System ? Setup ? Security ? Function rights.
  • For more details on roles, go to System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I modify rating rules?

  1. On the page, click the hyperlink of the corresponding customer under the Rating column.
  2. Make the necessary changes.
  3. Click Save.



Related documents

 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: 15.428.635
 Assortment:  Date: 20-08-2014
 Release:  Attachment:

ESE-OH240-Overviewofcustomerratings-final.docx 32.6 KB View Download