Customer Detail
Last updated
Last updated
The function of the tab is to separate customer data into its respective categories for a clear view of the data.
Remark:
The Customer Information tab does not support this operation.
The Customer Card displays customer information by default; this tab cannot be hidden and is used to show all of the customer's details.
The log details in the [Operation log] tab support the user in filtering the data by operation type and operation time or directly querying log information.
Filter the log details by Operation type.
The user can filter the time range of the log details using the existing filters such as Today, this week, this month, etc., or they can use the time range function, where they can customize the time range to filter the log details.
Directly query the log details using the Search function on the log information.
The user will need the "Contacts" menu permission for this tab to be displayed on the customer details page.
The current contact list displays the data created by the current user and those with view permission
You can view more details by:
Option 1: Clicking on the data row
Option 2: At the end of the data row, click more ···, and click on the "View" button
The user can create new contacts in two different ways:
Option 2: In the top-right corner of the tab, click "New" to create a new contact.
A Primary Contact is the main individual at a customer’s organization who serves as the key point of communication. When the “Primary Contact” field is set to “Yes,” there will be a [Primary Contact] label in front of the contact name on the list. Each customer can have more than one primary contact.
Remark:
The newly created contact will appear on the list immediately after it has been saved.
The user can edit the contacts they created.
Step 1: At the end of the data row, click more ···, and click on the [Edit] button.
Step 2: Once all the changes are made, click save and the changes will be immediately implemented.
Remark: Only the user with the "Delete" permission are allowed to delete the existing data; there is no [Delete]/[Batch Delete] button for other users.
The user will need to have permission for the "Opportunity" menu to view this tab.
You can view more details by:
Option 1: Clicking on the data row
Option 2: At the end of the data row, click more ···, and click on the "View" button
The user can create new opportunity in two different ways:
Option 2: In the top-right corner of the tab, click "New" to create a new opportunity.
Remark:
The newly created opportunity will appear on the list immediately after it has been saved.
Step 1: At the end of the data row, click more ···, and click on the [Edit] button
Step 2: Once all the changes are made, click save and the changes will be immediately implemented.
Remark:
Only users with editing permission for the current customer can edit the opportunity information of this customer.
Remark: Only the user with the "Delete" permission are allowed to delete the existing data; there is no [Delete]/[Batch Delete] button for other users.
The user will need to have permission for the "Contract" menu to view this tab.
You can view more details by:
Option 1: Clicking on the data row
Option 2: At the end of the data row, click more ···, and click on the "View" button.
The user can create new contract in two different ways:
Option 1: Create in the Customer Card
Option 2: Create in the tab
Step 1: In the top-right corner of the tab, click "New" to create a new contract.
Step 2: Click "Save" after all data has been entered, a new contract will appear on the data list immediately.
Step 1: At the end of the data row, click more ···, and click on the [Edit] button
Step 2: Once all the changes are made, click save and the changes will be immediately implemented.
Remark:
Only users with editing permission for the current customer can edit the contacts under this customer.
Remark: Only the user with the "Delete" permission are allowed to delete the existing data; there is no [Delete]/[Batch Delete] button for other users.
As long as the user have the permission to view the customer, they can view this tab.
The list displays all the valid and unfinished reminder data (including effective and expired) for the current customer.
You can view more details by:
Option 1: Clicking on the data row
Option 2: At the end of the data row, click more ···, and click on the "View" button.
The user can create new contract in two different ways:
Option 1: Create from any tab on the page
Option 2: Create on the tab itself
Step 1: On the top of the tab, click "+ New reminder" to create a new Reminder.
Step 2: Click "Save" after all data has been entered, a new reminder will appear on the data list immediately.
Remark:
Visit Customer: Defaulted as the current customer, cannot be modified.
Remind Time: Default to 1 minute more than the current time, can be modified, but cannot be less than the current time
Remind People: Default as the current user, users are allowed to select the scope of user that has [View] permission on the current customers (excluding users with view permission through pool). Remind people can be more than one user.
Contact Type: Predefined drop-down box
Contacts: The contact person of this customer
Reminder Content: When this field is empty, it will automatically assign "Today, you need to contact the customer: customer name" as the content after submission.
The user can edit the reminder they have created but has not expired.
The user can delete the reminder they created.
This operation is to label the reminder as completed, and can only be perform for the reminder that has not expired. Only the creator and the remind people can confirm the reminder completion.
Step 1: At the end of the data row, click more ···, click on "Confirm".
Step 2: Fill in the necessary details in the [Complete reminder] popup box, and click "Save".
Remark:
The contact type, contact person, and contact content can be modified.
When the toggle [Create a contact record synchronously] is enabled, the reminder data will generate a contact record and will no longer be displayed on the list.
When the reminder is confirmed, all remind people and the creator will no longer be able to view the reminder.
When the reminder has passed the remind time, no operations other than deleting can be performed on the reminder.
Only users with editing permission for the current customer can edit the Share Scope of this customer, and newly created customer data is shared with the creator by default.
Step 1: Go to the "Share" tab
Step 2: Set the Sharing Scope by department, role, or user.
Remark:
The users within the sharing range can view customer information, create new reminders, contact records, etc., depending on the corresponding menu permission to contacts, contracts, and opportunities.
Only users with editing permission for the current customer is able to edit the customer's information.
Step 1: On the top-right side of the page, click on "Edit customer information".
Step 2: Click "Save" after the respective data has been modified, the changes will be implemented immediately.
The contact log is where the user enters any interaction they had with the customer, also known as call log. It can be used as a Reference for Future Interactions or Tracking Issues and Progresses.
You can view more details by:
Option 1: Clicking on the data row
Option 2: At the end of the data row, click more ···, and click on the "View" button.
Allows the user to filter the existing contact log.
Step 1: On the right-hand side of the page, on top of the call log tab, click on "+ add call log".
Step 2: Enter the relevant information and click "Submit".
Remark:
Contact Start is defaulted as current date time
Contact Time is defaulted as 30Minutes.
Contact can only be contact that the current user has the permission to access.
Under the New Call Log fields, the user will be able to view up to 10 previous contact record.
All Contact Log can be viewed and replied.
Step 1: Clicking on the respective data row.
Step 2: Under the [Reply] tab, enter the respective comment, and click "Submit".
Result:
Step 1: At the end of the respective data row, click more ···, and click on the "Delete" button.
Step 2: Click on "Confirm" in the Confirmation pop-up box, and the row will be deleted.
Remark:
Only the users with the permission are allowed to delete the existing data.
Purpose: If there are too many customers in the customer list due to customer pool permissions or customers shared with the user by others, the user can use the follow function to focus on key customers and then view them in the follow tab.
Option 1: On the left side of the data row, click [···] for more options, and then click "Follow".
Option 2:
Step 1: Click on the row to display the customer details directly on the right-hand side.
In the customer card:
The star should light up in yellow to indicate that the user is currently following this customer.
It will also allow users to see directly which other users are following this customer and the number of followers.
View the user's currently followed customers in the [Followed] tab.
Step 1: Click on the top-left side of the page where a preview thumbnail is located.
Step 2: Click "Upload Image" and click "Confirm" once the new logo has replaced the former one.
For the user to query related customer data directly using personal tags.
Step 1: Click [Add Tag]
Step 2: Select personal/public tag data or enter the tag directly to create personal tags.
Remark:
Tags are only valid for individuals; that is, the tag data set by oneself is only displayed on one’s own customer card and does not affect the tag data of other users.
The user can switch between different customers' detail pages by using the [Previous] and [Next] buttons in order.
The user can customize which tabs are displayed through the selector.by turning on and off using the toggle.
Option 1: On the top-right side of the page, click on the drop-down box , and the "Contacts" option will be available.
Option 1: On the top-right side of the page, click on the drop-down box , and the "Business" option will be available.
Step 1: On the top-right side of the page, click on the drop-down box , click on "Contract".
Step 1: On the top-right side of the page, click on the drop-down box , and click on "Remind" to create a new reminder.
Step 2: Click on the icon to follow the customer.
