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, 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?
