How do I call up the CRM?

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?

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Keywords AND Misspellings

crm, customer relationship manager, srm, supplier relationship manager, account group, group activity, customer activity, supplier activity