List Data
Last updated
Last updated
Customers in the customer list:
Customer who had the current user as account executive and/or customer service representative.
The current user's direct subordinates is the customers' account executive.
Customer who is shared to the current user.
According to the current user's permission settings.
Current customers Number: All customers
Formal customer numbers: Customer whose type is "Customer".
No. of new customers this month: Number of customers that is created in this month.
Follow up this month: Customers who have been followed up with this month.
Settings > Field Settings > Customer Information > List
Page Name: Customer Information
On the left side of the page, under Form, click on the toggle to enable or disable the stats block.
Click on the desired Stat Block, and on the left side of the page, under Control, the user can configure its properties.
Here, the user can configure the statistic block, such as data source, statistics (count, total, average, etc.), icon, block title, unit, color, and click event.
Purpose: Record new customer data and allow the centralisation of all customer data, making it easier to manage and access important information like contact details, purchase history, and communication logs.
Customer Name: Full name of the customer (individual or company). Required
Customer No.: A unique identifier for the customer.
Account Executive: Defaulted as Creator. The person responsible for managing the customer relationship. This is typically the primary point of contact between the company and the customer, handling communication, sales, and account growth.
Customer Service Representative: The individual responsible for providing support to the customer, addressing inquiries, resolving issues, and ensuring a positive customer experience.
Customer Source: Indicates where or how the customer was acquired, such as through marketing campaigns, referrals, organic search, events, or partnerships. It helps track the effectiveness of lead generation efforts.
Customer Status: Describes the current state of the customer relationship, such as Intended Purchase, Close Follow, or Wait till further notice.
Customer Type: Categorizes customers based on their nature, such as Customer, High-Value Customer, and Lead.
Customer Attributes: Specific characteristics that define the customer, such as their preferences, behaviors, or other relevant data points. This field helps in segmenting customers for more personalized service.
Industry: Specifies the sector or field in which the customer operates.
Region: Refers to the geographic area where the customer is located.
Contact No.: The primary phone number for reaching the customer or their representative.
Fax No.: The fax number for sending or receiving official documents from the customer. Although less common today, this may still be relevant in some industries.
Official Website: The customer’s official company website, which can provide additional information about their business and serve as a point of reference for understanding their needs.
Legal Person: The individual legally responsible for the customer company, often the CEO or another executive who is accountable for contracts and legal matters.
Postal Code: The postal or zip code for the customer’s location. It is important for mailing purposes and verifying the customer's address.
E-mail: The primary email address for communicating with the customer. It is often used for sending important updates, documents, and marketing materials.
Company Address: The physical address of the customer’s company. This is used for shipping, billing, and any official correspondence.
Location: More specific information about the customer's geographic presence, possibly including coordinates or landmarks, useful for logistics or sales planning.
Company Size: Describes the scale of the customer’s company, usually categorized by the number of employees or other metrics like market share, which helps tailor sales and support strategies.
Annual Sales: The yearly revenue generated by the customer’s company. This metric is important for understanding the customer’s financial capacity and determining the potential business opportunity.
Create Date: Default as the date and time when the customer record is created. Cannot be modified.
Company Logo: Allow user to upload, view, edit, delete the customer's company logo.
Customer introduction: Allows the users to create a detailed introduction for the customer, with full customization capabilities for text and formatting.
Creator: Default current user that is creating the customer record. Cannot be modified.
Last Contacted Time: The date time of the latest record in the contact log. Cannot be modified.
Last back time: The most recent date time when the customer was returned from the assigned Account Executive back into the pool of available customers. Cannot be modified.
Days without contact: Current Date - Last Contacted Time (If the customer was never contacted, the system will calculate based on the customer creation date). Cannot be modified.
Remark:
Customer No.: If the user did not assign a value for this, the system will automatically assign it with an increment from 1 based on C-NO-0000000001. It takes the maximum value of customer_id of the auto-increment number and adds 1.
The customer name and customer number will be validated for their uniqueness; an error will be prompted if not.
Customer source, status, type, attribute, and industry can be managed in Settings > Dropdown box > CRM
Path: CRM > Settings > Field Setting > Tab: Customer information > Form Design
This page functions the same way as form design in the Workflow module.
This page allows the user to add and remove fields, set field attributes, configure the form layout, and sort, which includes sorting mode, list display, advanced query settings, fields for filtering, and other settings.
This feature is implemented todetects similarities in customer names during data entry to prevent duplicate customer entries in the system.
Form Design > Field: Customer Name > Control, under Display settings, make sure that the "Show similar customers" is checked to be available.
3.2.2.1 Enabled
When "Show similar customers" is enabled, in create or edit customer mode, and the customer name is filled in, the system will display a list of similar customers.
The list will display the Customer Name. Account Executive, Customer Service Representative, Create Date and Last Contact Time.
When "Show similar customers" is enabled, in create or edit customer mode, and the customer name is filled in, the system will not search for similar customer.
3.3.1.1 No permission to view the customer, but the user has applied for sharing.
Error: "No view permission" will be prompted when the user click on the customer.
3.3.1.3 Have the permission to view
Click on the list data, a new page will be opened and the customer details will be displayed.
For customers who do not have an account executive and customer service executive can be picked up directly. Only for user who are in the pool, the user who are not in the respective pool will not see the "Pick up" button.
Purpose: To have the permission to view the customer information by the current user.
Step 1: On the Similiar Customer List data row, click more, click "Sharing" to apply for the customer to be shared.
Once the application has been approved, then the user will be able to view the customer.
Click on the "View application" to view the customer data.
As long as the current user is not the Customer Service Representative, they will be able to apply as one.
Step 1: Click "Apply Customer Service Representative"
Step 2: Enter the [Application reason] and click "Submit".
When the application has not been processed, the current user will not be able to reapply (the process includes rejection and application deletion).
Request Approved
Request Rejected
As long as the current user is not the Account Executive, they will be able to apply as one.
Step 1: Click "Apply Account Executive"
Step 2: Enter the [Application reason] and click "Submit".
When the application has not been processed, the current user will not be able to reapply (the process includes rejection and application deletion).
Request Approved
Request Rejected
Step 1: In the top-right corner of the page, click "Import".
Step 2: Export the template by clicking on "Export template"
Step 3: Fill up the Excel template
Step 4: Select the updated Excel file by double-clicking on the file or click on the file and click "Open".
Step 5: Select whether you would like to add new data or update the existing data, once done, click on "Start importing" to begin the import.
Status message will pop-up once done.
When the import is complete, an Excel file will be generated to inform the user of the import status of all rows and provide an error message if the import failed.
Step 1: In the top-right corner of the page, click "Export".
Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.
The system will automatically generate and download the exported data in Excel format onto the user's device.
Remark:
This will export all the data that is shown on the current display list, across all pages. If your settings for the list are set to 10 results per page, the export will still include all existing data.
The user can also export the desired data by filtering, searching, and applying query conditions before the export.
If there are any attachments, such as a logo, in the master data, the attachment and Excel file will be exported simultaneously and compressed into a single zipped file.
Purpose: A centralized console for the user to manage all tags the user had associated to each customers.
Step 1: Click on the "Tag Manage" button to open the console.
In this interface, the user can view all the current tags associated with each customer.
Step 2: Change the tag by selecting existing tag or create a new tag by simply enter the new tag name and click enter on your keyboard, then click "Save".
Step 2: Click on the avatar to open a dropdown list of customer that the current user has the permission to view for.
Step 3: Select the customer(s) and click "Confirm" to add them to the tag.
Step 4: Click "Save" to implement the changes made.
Step 2: In the newly created row, enter the new tag and the customer that is to be associated with the tag, and click save to create it.
Remark:
If the user attempt to remove the existing tag and save without replacing it with a new tag, an error message will be displayed.
Purpose: Retrieve customers who are within a few kilometers away from the current user.
Step 1: On [Customer list], click on "Nearby customers"
Step 2: The customer name will display on the map.
Path: Settings > Permission Setting > Page Permission
Step 1: Click "New".
Step 2: Set the relevant scope of user whom can use this feature and click "Save".
Must have data in Customer Information: Location.
The user may set the range parameter in [Related Business Settings] > [Customer].
The conditions of “More filters”, “Search” and “Advanced Search” can be set in [Fields Setting].
The filter function allows users to refine or narrow down the data list based on the selected criteria.
Click on "More filters" to view more filtering options available.
The users is able to filter customer with fieldsthat are similar/matched to the text entered in the search box.
The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.
Allows user to search by customer name and opens in a new page
Whether or not the pick up will be successful will be according to the settings in Pool Configuration .
Step 1: Click on next to the tag that you want to replace.
Step 1: Under [Select customers], click .
Step 1: In the top row, click on to add a new row.
