Difference between revisions of "How do I call up the CRM?"
From Catalyst
(New page: == 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). It ...) |
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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). | 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). | ||
| − | It allows you see all activity in a time period for a Customer 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. | + | It 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. |
== More Information == | == More Information == | ||
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* Diary Activity. | * Diary Activity. | ||
* Stock Movements (Purchases). | * Stock Movements (Purchases). | ||
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| + | {{FAQ}}{{KB_Tags|CRM, Customer Relationship Manager, SRM, Supplier Relationship Manager}} | ||
Revision as of 15:08, 2 April 2008
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).
It 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.
More Information
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.
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).
SRM (Supplier Relationship Manager)
Will display (some may be dependant on that module being active).
- Tasks (Outstanding and Closed).
- Diary Activity.
- Stock Movements (Purchases).
