Difference between revisions of "How do I call up the CRM?"
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== Summary == | == Summary == | ||
| − | The CRM (Customer Relationship Manager) / SRM (Supplier Relationship Manager) displays all customer or supplier activity for a given range of time (1, 3, 5 | + | The CRM (Customer Relationship Manager) / SRM (Supplier Relationship Manager) displays all customer or supplier activity for a given range of time (1, 3, 5, 7 years or all time). |
| − | + | == More Information == | |
| + | CRM allows you see all activity in a time period for a Customer or Supplier without having to move from one area of Platinum to another. For most views the {{Button|Details}} button will allow more in depth details of the current activity to be displayed. | ||
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If the account is in an account 'Group' then the {{Button|Group}} button can be used to show information from all the associated accounts. | If the account is in an account 'Group' then the {{Button|Group}} button can be used to show information from all the associated accounts. | ||
| − | == | + | === Usage === |
From anywhere in Platinum that has an attached Customer or Supplier {{KeyPress|A-Y}} can be used to call up the Relationship Manager showing the following information. | From anywhere in Platinum that has an attached Customer or Supplier {{KeyPress|A-Y}} can be used to call up the Relationship Manager showing the following information. | ||
| − | * Platinum will use the "current" account and show you information relating to that customer or supplier. | + | * Platinum will use the "current" account (or prospect) and show you information relating to that customer, prospect or supplier. |
| − | * Group associated accounts together to view combined information by setting the | + | * Group associated accounts together to view combined information by setting the {{DataValue|Account group}} to the same value across all the associated customers or suppliers and use the {{Button|Group}} button to combine the activity from the grouped accounts. |
=== CRM (Customer Relationship Manager) === | === CRM (Customer Relationship Manager) === | ||
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* Tasks (Outstanding and Closed). | * Tasks (Outstanding and Closed). | ||
* Invoices and Credits. | * Invoices and Credits. | ||
| − | * | + | * Unit Sales Activity. |
* Workshop Jobs (Past and Current). | * Workshop Jobs (Past and Current). | ||
* Diary Activity. | * Diary Activity. | ||
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* Diary Activity. | * Diary Activity. | ||
* Stock Movements (Purchases). | * Stock Movements (Purchases). | ||
| + | * Order Processing. | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I find a customer?|Finding a Customer]] |
| − | * [[How do I find a supplier?]] | + | * [[How do I find a supplier?|Finding a Supplier]] |
* [[How do I Record a Contact Against a Customer/Supplier?]] | * [[How do I Record a Contact Against a Customer/Supplier?]] | ||
* [[Why does the CRM show only recent activity?]] | * [[Why does the CRM show only recent activity?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|crm, customer relationship manager, srm, supplier relationship manager, account group, group activity, customer activity, supplier activity}} |
| − | {{FAQ} }{{ | + | {{FAQ}}{{How}} |
Latest revision as of 14:46, 30 August 2019
Contents
Summary
The CRM (Customer Relationship Manager) / SRM (Supplier Relationship Manager) displays all customer or supplier activity for a given range of time (1, 3, 5, 7 years or all time).
More Information
CRM allows you see all activity in a time period for a Customer or Supplier without having to move from one area of Platinum to another. For most views the [Details] button will allow more in depth details of the current activity to be displayed.
If the account is in an account 'Group' then the [Group] button can be used to show information from all the associated accounts.
Usage
From anywhere in Platinum that has an attached Customer or Supplier <Alt+Y> can be used to call up the Relationship Manager showing the following information.
- Platinum will use the "current" account (or prospect) and show you information relating to that customer, prospect or supplier.
- Group associated accounts together to view combined information by setting the 'Account group' to the same value across all the associated customers or suppliers and use the [Group] button to combine the activity from the grouped accounts.
CRM (Customer Relationship Manager)
Will display (some may be dependant on that module being active).
- Tasks (Outstanding and Closed).
- Invoices and Credits.
- Unit Sales Activity.
- Workshop Jobs (Past and Current).
- Diary Activity.
- Sales Prospecting Contacts.
- General Client Contacts.
- Stock Movements (Sales).
- Debt Chasing Contacts.
- Logistics.
- Order Processing.
SRM (Supplier Relationship Manager)
Will display (some may be dependant on that module being active).
- Tasks (Outstanding and Closed).
- Diary Activity.
- Stock Movements (Purchases).
- Order Processing.
See also
- Finding a Customer
- Finding a Supplier
- How do I Record a Contact Against a Customer/Supplier?
- Why does the CRM show only recent activity?
