How do I call up the CRM?
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.
If the account is in an account 'Group' then the [Group] button can be used to show information from all the associated accounts.
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.
- 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).
See Also
- How do I Find a Customer?
- How do I find a supplier?
- How do I Record a Contact Against a Customer/Supplier?
- Why does the CRM show only recent activity?
- How do I see the Chart Data?
- How do I Print a Chart?
- How can I View Statistics for this Part?
- How can I View Turnover Statistics for this Account?
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