When you are setting up or maintaining a CRM event, you need to indicate a trigger for the event. The trigger indicates when the CRM event should be initiated. Valid triggers are as follows:
Customer: Whenever a new customer or a new prospect is added to the system on the Customer Maintenance screen, a CRM event is initiated.
Date: With a date trigger, you can indicate a start date when the CRM event should begin. You can also indicate a stop date, but this is not required.
EOD: With an End-of-Day (EOD) trigger, the CRM event is initiated during EOD processing.
EOM: With an End-of-Month (EOM) trigger, the CRM event is initiated during EOM processing.
Now: With the Now trigger, you can launch a CRM event on demand, as soon as you make it active.
Order: Whenever an order that meets certain requirements is entered on the Customer Service tab, a CRM event is initiated. The OOPS, FirstOrder, and OrderIcon events are examples that use the Order trigger.
Vision: A Vision trigger means that the CRM event is initiated automatically by the Vision software. CreditHold and PriceHold are two of the CRM events that are triggered by Vision.
The Event screen on the CRM Management tab is where you set a trigger for a 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.
Select the CRM event on the Event screen of the CRM Management tab if you have not already done so. (For instructions on how to do this, please refer to Select a CRM event.)
In the Type drop-down list, select the appropriate type of trigger. Only the triggers that are applicable to this CRM event are shown in the list. The possible triggers are:
Customer
Date
EOD
EOM
Now
Order
Vision
For date triggers only: In the Start field, type the start date or click the drop-down arrow to view a calendar and select the appropriate date. If applicable, you can also do the same for the Stop field if the CRM event should have a definite end date.