Select a CRM event

The Event screen on the CRM Management tab is where you set up, change any parameters for, activate, and deactivate a particular CRM event.

Note: To access the CRM Event tab, you must have the proper security privileges. The CRM job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.

To select a CRM event

On the CRM Management tab, click the Event button. The Event screen appears, and the Event listing at the bottom of the screen shows the existing CRM events.
Click a row in the Event listing to view more information about a specific CRM event. The fields above the Event listing display the information relevant for that event, allowing you to set up, change any parameters for, activate, and deactivate CRM events.

Overview of CRM events

Following is a list of the available CRM events.

Event name	Purpose
CreditCheck	Selects all customers who have exceeded their credit limit but are not currently on customer credit hold. Follow-up activities are created and distributed according to the event's route-to instructions so that handling calls may be made the next day. This event could be triggered on demand or during End-of-Day (EOD) processing.
CreditHold	An automatic follow-up activity is created when an order goes on credit hold. This is a standard part of Vision. You can change the route-to setting for the credit hold event to allow routing of credit hold follow-up activities to a specific Credit Handler.
Delivery1 - Delivery4	Displays a CRM question on the PocketVision proof-of-delivery handheld device and creates an associated follow-up activity.
FirstOrder	Creates a follow-up activity for a user every time a customer places his or her first order.
MVPCustomers	Creates follow-up activities for customers who represent the top 10% of sales for the last 12-month period. Sets the Customer Profile icon to a Key Account icon ().
NewCustomer	Creates follow-up activities for new customers when they are added to the database. Also creates follow-up activities when the status of a customer is changed from prospect to customer. Sets the Customer Profile icon to a New Account icon ().
NewProspect	Creates follow-up activities for new prospects when they are added to the database. Sets the Customer Profile icon to a New Account icon ().
NoOrder30Days	Creates a follow-up activity for customers who placed no order in the last 30 days but did place an order in the previous 30 days.
NoOrder60Days	Creates a follow-up activity for customers who placed no order in the last 60 days but did place an order in the previous 60 days.
NoOrder90Days	Creates a follow-up activity for customers who placed no order in the last 90 days but did place an order in the previous 90 days.
NewProspect	Creates follow-up activities for new prospects when they are added to the database. Sets the Customer Profile icon to a New Account icon ().
Oops	Creates a follow-up activity after product “OOPS” is ordered. To use this CRM event, you would do one of the following: Set up a product called OOPS in Vision and give it a cost and price of $0.00. — or — If you already have a product with a price and cost of $0.00, you can set up an OOPS alpha product record and tie it to that product. Then you would activate the Oops CRM event. If a customer tells you that he or she is unhappy about yesterday's delivery, for example, you can place an order for the OOPS product — maybe a box of cookies or some sort of gift basket — for this customer. As soon as an OOPS product is ordered, a follow-up activity is generated so that someone follows through with the customer to make sure things are going smoother.
OpenQuote	Creates a follow-up activity for a supply quote if the quote is still open 2 days after the quote order was originally placed.
OperHold	An automatic follow-up activity is added to the follow-up queue of the order processor when an order goes on operator hold. This is a standard part of Vision.
OrderIcons	Sets the Customer Profile icon to an icon that shows how many orders each customer has placed. This is for the customers' first 10 orders. Sample order number icon:
PriceHold	An automatic follow-up activity is created when an order goes on price hold. This is a standard part of Vision. You can change the route-to setting for the price hold event to allow routing of price hold follow-up activities to a specific Pricing Supervisor.
SecondOrder	Creates a follow-up activity for a user every time a customer places his or her second order.
SickCustomer	Creates follow-up activities for customers who have not placed an order in 90 days or more.
SpecialPromo	Creates follow-up activities for an ad hoc marketing campaign.
ThirdOrder	Creates a follow-up activity for a user every time a customer places his or her third order.
Top5%Custs	Creates follow-up activities for customers who represent the top 5% of sales for the last 12-month period.
Top10%Custs	Creates follow-up activities for customers who represent the top 10% of sales for the last 12-month period.
TrendDown	Creates follow-up activities for customers whose last 3 months of sales activity is more than 10% less than sales activity for the same time period last year.