Common Data > Customer
Customer Category is very important to classify your Customer for better sorting of customer database and managing it in a correct manner. Example by the Industries they are in, or by the Serv...
Specifies where your Customer comes from. It is mainly used to manage your Sales Leads. Sales Leads comes from various sources, and it does not necessarily come from just Customers over the counter....
Set a Prefix for system auto generated account number for each Customer. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Tap on and choose  3. Click on  &nb...
1. From your Main Dashboard, go to Common Data and click on Customer Custom setting as follow: Allow List - User in this list will have access to all customers data     ...
Further classify or tag your Customers according to your own definition. Whether by Product they are interested in, or by Advertisement Media Code they are attract with, etc. 1. From your Main Dash...
Use AREA setting to group your Customer database. This feature will helps you to manage the Visitation effectively and cost saving. eg: Visit the Customer in the same area would be cost effect...
Before start entering the Customer data, please follow below Setting Step 1: Set Customer Category Step 2: Set Customer Source Step 3: Set Customer Account Prefix 1. From your Main Dashboard, go...
After you have successfully Add the Company Information, next is to Add Contact. You may Add or Remove Contact at anytime. Follow below steps. 1. From your Main Dashboard, go to Common Data and c...
You may update or edit  Customer information such as change Customer Category, change Souce, change Visitation Frequency, change Sharing etc. Follow below steps: 1. From your Main Dashboard, g...
Before you start sending any Marketing Campaign to your Customer, learn how to create your Content here. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Select Customer t...
Tag your Customer to the Referrer which introduce them to you or your Company. This can only be done durin ADD Customer process. In i3TW Referrer is classify as User - Referrer is one of your em...
Before start import the Customer data, please follow below Setting Step 1: Set Customer Category Step 2: Set Customer Source Step 3: Set Customer Account Prefix Once the above steps completed, f...
Export your Customer data from i3TW. This feature is resticted to Super Admin Level. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Click Manage Customer and click Expor...
In i3TW, each Customer is owned by a Staff. If you wich to transfer/change the ownership (in bulk), follow below steps.   1. From your Main Dashboard, go to Common Data and click on Customer...
Inactive Pool means the Customer is not own by any Staff. Hence, these Customer are available to be picked by any Staff/Employee. You can move the Customer into Inactive Pool as per below steps 1....
User can Pick any Customer if they are not owned by anyone. To do that, follow the steps. 1. From your Main Dashboard, go to Common Data and click on Customer 2. Click on Customer tab  3. ...
Merging 2 Customers allows you to combine 2 profiles and all information into single Customer profile. Manager Level and above is authorize to merge the Customer.  Note: This is not a reversa...
Customer Detail Page is where you can find all information about specific Customer. From Sales Lead, Activities, Proposals, and many others. Just click on the Fuctional button, you will get the info...
Retrieve Customer Analysis Report as per below 1. From your Main Dashboard, go to Common Data and click on Customer 2. Tap on Summary Report Tap on        ...
You have an option to set what sort of information to be entered by the user into their Customer based. The Required Field Setting allows you to defined what Information Field is required during ADD...
To delete the Customer, just simply update the Customer status to DELETE. Follow below steps: 1. From your Main Dashboard, go to Common Data and click on Customer 2. Click on Customer tab  ...
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