Customer Relationship Information

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Customer Relationship Management $Images\bluerarw.gif$ Customer Relationship Information

Purpose

View CRM tasks for a customer or prospect.

Overview

Use Customer Relationship Information to display tasks for a customer, qualified prospect, or prospect. You can select to display tasks for all contacts or a specific contact for the customer/prospect.

Viewing CRM Tasks

To view CRM tasks:

Select whether to view tasks for a customer, qualified prospect, or prospect.
Enter the customer or prospect code.
If you want to only display tasks for a specific contact, clear the All Contacts check box, and enter the contact name in the Contact Name field.
Click the Show Data button in the ribbon. Tasks for the customer or prospect appear.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Relationship Information window.
Show Data	Click this button to display CRM tasks for the selected customer or prospect.

Main Tab Fields and Buttons

Field or Button	Description
Company Type	Select whether to display CRM tasks for a customer, qualified prospect, or prospect.
Customer Code	Enter a customer code for which to display CRM tasks, or click the Lookup button to select a customer code. This field is only available if the Customer radio button is selected.
Customer Name	Enter a customer name for which to display CRM tasks, or click the Lookup button to select a customer name. This field is only available if the Customer radio button is selected.
Qualified Prospect Code	Enter a qualified prospect code for which to display CRM tasks, or click the Lookup button to select a qualified prospect code. This field is only available if the Qualified Prospect radio button is selected.
Qualified Prospect Name	Enter a qualified prospect name for which to display CRM tasks, or click the Lookup button to select a qualified prospect name. This field is only available if the Qualified Prospect radio button is selected.
Prospect Code	Enter a prospect code for which to display CRM tasks, or click the Lookup button to select a prospect code. This field is only available if the Prospect radio button is selected.
Prospect Name	Enter a prospect name for which to display CRM tasks, or click the Lookup button to select a prospect name. This field is only available if the Prospect radio button is selected.
All Contacts	Select this check box to display CRM tasks for all contacts for the selected customer/prospect. This check box is selected by default.
Contact Name	Enter a contact name for which to display CRM tasks, or click the Lookup button to select a contact name. This field is only enabled if you clear the All Contacts check box.
CRM Tasks	This grid displays CRM tasks after you click the Show Data button in the ribbon. Double-click a task to display CRM Task Inquiry, which allows you to view information for the task.