Difference between revisions of "How do I call up the CRM?"
m |
m |
||
| Line 7: | Line 7: | ||
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. | ||
| Line 34: | Line 35: | ||
== See Also == | == See Also == | ||
| − | * [[How do I Find a Customer?]] | + | * [[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|CRM, Customer Relationship Manager, SRM, Supplier Relationship Manager, Account Group, Group Activity, Customer Activity, Supplier Activity}}{{FAQ}}{{ZN_Admin}} | {{KB_Tags|CRM, Customer Relationship Manager, SRM, Supplier Relationship Manager, Account Group, Group Activity, Customer Activity, Supplier Activity}}{{FAQ}}{{ZN_Admin}} | ||
Revision as of 15:50, 18 December 2014
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 and 7 years).
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 and show you information relating to that customer 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.
- Vehicle 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?
