Relationship on My Docs

Upcoming Birthdays

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Upcoming Birthdays supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.

CallNotes

Tue, 13 Oct 2020 15:21:01 +0200

Overview

The Call note feature provides admins the ability to log and keep track of customer calls in an organized manner. You have a centralized location within the app to save call notes and it’s necessary information, search for specific call note by using the available search filter options for ease of access.

Default Subscriptions

Tue, 13 Oct 2020 15:21:01 +0200

CrmRelationshipDefault Subscription

The default subscription is used on a group of customers that share similar request (example include; valuation summary). These customers are grouped based on their subclass.

Customer Subscriptions

Tue, 13 Oct 2020 15:21:01 +0200

Fig 1.0 Customer Subscriptions View.

From Fig 1.0 above, the system users can perform so certain actions on the list of customer subscriptions. These actions include;

Notifications

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Notifications define the messages sent to customers for relationship events such as receipts, account updates, service reminders, and other customer communication triggers.

Bulk Mail Types

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Bulk Mail Types supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.

Bulk Subscriptions

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Bulk Subscriptions supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.

Bulk Messages

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Bulk Messages supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.