CRM

From AvectraWiki, the wiki of Avectra netFORUM

*CRM*

*What's New in CRM!*

Overview

CRM
Individuals Organizations Assignments Requests Order Entry Payments Home Customer Activity Request Document Contact Document Mailing List ---------- Customer Setup Address and Phone Setup Customer Request Setup ---------- netFORUM 2.0 UI netFORUM Glossary ---------- CRM Options Customer Tables CRM Reports
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Customer Relationship Management (CRM)
CRM is the principal module in netFORUM. CRM allows you to build individual and organization profiles using contact information, demographics, customer interests, business transactions, association activities, customer orders, and event registrations.

The Group Items within CRM:

Individuals	Organizations	Assignments
Requests	Order Entry	Payments

The primary Profile Pages in CRM include:

Getting Started

Setting Up the CRM Drop-Down Lists

netFORUM uses drop-down lists for easy data entry. Some drop-down lists have baseline information that may need to be changed to make the list more organization-specific e.g. organizations have different types of activities.

It is recommended you set up the CRM Module in the folllowing order:

Set Up Order

BOLD text is a likely indicator that the field is REQUIRED data. Other data fields, check boxes, and drop-down lists may be CONDITIONAL i.e. affected by others, are not required but available if you need them.

You can add, edit, or delete data from the CRM Setup pages just as you would from any netFORUM child form. However, once a data element is used on a profile page or form, it can be disabled or hidden but not deleted.

Customer Setup

Address and Phone Setup

Customer Request Setup

Note: The Customer and Address and Phone Setup links are required for using the module.

You can also access the Setup links from the Overview Group Item.

CRM Overview Group Item

Common Tasks

The most common tasks within CRM are displayed directly on the Overview page and can be accessed by simply clicking the respective icon. These, along with other common tasks, can also be found in the Group Items.

Adding Individuals

Adding Organizations

Finding Individuals

Organizations

Addresses, Phone, and Fax

Adding Customer Requests

Adding Assignments

Advanced Tasks

Audience

Mass Replace

Combine/Merge Dups

Address Correction

Related Modules

All other Modules relate to CRM!

Centralized Order Entry

This Group Item page documents the core information about CRM. You are welcome to improve the content on the page, but for more advanced scenarios, technical topics, support topics, best practices, etc., we encourage you to contribute that on CRM (Expanded) in order to keep this page a reasonable length. If you add the expanded page, please link back to this page.

CRM (Expanded)

CRM