Difference between revisions of "How do I call up the CRM?"

From Catalyst
Jump to: navigation, search
(See also)
m (More Information)
 
(14 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 
== Summary ==
 
== 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).
+
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).
  
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 ==
 +
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 {{Button|Details}} button will allow more in depth details of the current activity to be displayed.
 +
 
 +
{{YouTube|eieiF9gAahg}}
 +
{{YouTube|HMgRH1gZetg}}
  
 
If the account is in an account 'Group' then the {{Button|Group}} button can be used to show information from all the associated accounts.
 
If the account is in an account 'Group' then the {{Button|Group}} button can be used to show information from all the associated accounts.
  
== More Information ==
+
=== Usage ===
 
From anywhere in Platinum that has an attached Customer or Supplier {{KeyPress|A-Y}} can be used to call up the Relationship Manager showing the following information.
 
From anywhere in Platinum that has an attached Customer or Supplier {{KeyPress|A-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.
+
* 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 {{Button|Group}} button to combine the activity from the grouped accounts.
+
* Group associated accounts together to view combined information by setting the {{DataValue|Account group}} to the same value across all the associated customers or suppliers and use the {{Button|Group}} button to combine the activity from the grouped accounts.
  
 
=== CRM (Customer Relationship Manager) ===
 
=== CRM (Customer Relationship Manager) ===
Line 16: Line 20:
 
* Tasks (Outstanding and Closed).
 
* Tasks (Outstanding and Closed).
 
* Invoices and Credits.
 
* Invoices and Credits.
* Vehicle Sales Activity.
+
* Unit Sales Activity.
 
* Workshop Jobs (Past and Current).
 
* Workshop Jobs (Past and Current).
 
* Diary Activity.
 
* Diary Activity.
Line 31: Line 35:
 
* Diary Activity.
 
* Diary Activity.
 
* Stock Movements (Purchases).
 
* Stock Movements (Purchases).
 +
* Order Processing.
  
 
== See also ==
 
== See also ==
* [[How do I Find a Customer?]]
+
* [[How do I find a customer?|Finding a Customer]]
* [[How do I find a supplier?]]
+
* [[How do I find a supplier?|Finding a Supplier]]
 
* [[How do I Record a Contact Against a Customer/Supplier?]]
 
* [[How do I Record a Contact Against a Customer/Supplier?]]
 
* [[Why does the CRM show only recent activity?]]
 
* [[Why does the CRM show only recent activity?]]
  
{{KB_Tags|CRM, Customer Relationship Manager, SRM, Supplier Relationship Manager, Account Group, Group Activity, Customer Activity, Supplier Activity}}
+
{{KB_Tags|crm, customer relationship manager, srm, supplier relationship manager, account group, group activity, customer activity, supplier activity}}
{{FAQ} }{{ZN_Admin}}
+
{{FAQ}}{{How}}

Latest revision as of 14:46, 30 August 2019

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
crm, customer relationship manager, srm, supplier relationship manager, account group, group activity, customer activity, supplier activity