Use this window to get a 360 degree view of the selected contact.
The Customer Contact 3600 View includes assorted information related to the
customer and lead contact in detail.
The main purpose of this window is to act as a hub for several sales and
marketing processes and could be used by all users interested in a complete
contact view.
All tabs belonging to IFS/Customer Relationship Management and information about
all available tabs can be found in the links given below.
When running this window it is important to understand what each tab actually
displays. The Address tab displays the information related to addresses and
communication methods of the selected customer contact. The
Customers tab
displays the information related to customers who are connected to the selected
contact. The Business Leads tab displays the
information related to the business leads. All the other tabs are filtered based on the contact
and user-allowed sites.
On each tab, user can refine the displayed data further by deciding if a
previously saved query should or should not be used as a start-up filter. A
start-up filter is added by right-clicking on a tab row and selecting
Properties. In the Properties/Startup Query tab select the
Enable Startup Query
check box and select the appropriate saved query. If a saved query is used as a
filter when the tab is populated, the query name is displayed in the
windows title bar. The saved queries do not have any effect on the normal query
function, but as soon as the form is re-populated the saved query will act as
the default filter.
For the description of each tab in the window, follow the appropriate link: Address, Customers, Business Leads, Business Activities, Business Opportunities, Marketing Campaigns, Business Mails.
Enter and Handle Business Activity
Enter Business Opportunity
Handle Business Opportunity
Manage Business Lead
Create Business Activity from Customer Contact
Create Business Opportunity from Customer Contact
Connect Customer Contact to Existing Business Activity
Connect Customer Contact to Existing Business Opportunity