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Help with Customer Setup

The Customer Information page gives you the ability to modify drop-down lists that appear on the data entry pages in the CRM module. The drop-down lists are designed to speed up data entry when adding records to the database and will help you maintain data consistency. To edit these drop-down lists:

1. In the Modules drop-down menu, select CRM.  The CRM / Overview page loads.
2. Click Setup in the Managing Your Customer Information section.

3. The page to set up CRM-related drop-down lists appears.

Click the Individual, Organization, Relationship, or Miscellaneous tabs to access child forms for drop-down options such as Prefixes, Suffixes, and Individual Types. Use the child forms on this screen to set up drop-down lists.

Individuals Setup

Under the Individual tab, set up:

• Prefixes
• Suffixes
• Individual Types
• Individual—Chapter/Affiliate
• Interest Codes
• Ethnicity

Click the Add button to add an option to a child form.

Prefixes

Show me the Prefix drop-down list

How do I set up the Prefix drop-down list?

Suffixes

Show me the Suffix drop-down list

How do I set up the Suffix drop-down list?

Individual Types

Show me the Individual Type drop-down list

How do I set up the Individual Type drop-down list?

Individual Chapter Affiliate

How do I set up the Individual Chapter Affiliate drop-down list?

Interest Codes

Show me the Interest Code drop-down list

How do I set up the Interest Code drop-down list?

Ethnicity

How do I set up the Ethnicity drop-down list?

Using Ethnicity as a Demographic

Organizations Setup

Under the Organization tab, set up

• Organization Type
• Product Types
• Organization—Chapter/Affiliate

Click the Add button to add an option to a child form.

Organization Type

Show me the Organization Type drop-down list

How do I set up the Organization Type drop-down list?

Product Types

Show me the Product Type drop-down list

How do I set up the Product Type drop-down list?

Organization Chapter Affiliate

How do I set up the Organization Chapter Affiliate drop-down list?

Relationships Setup

Under the Relationship tab, set up

• Individual to Individual Relationships
• Individual to Organization Relationship
• Organization to Organization Relationship.

Click the Add button to add an option to a child form.

Individual to Individual Relationships

Show me the Individual to Individual drop-down list

How do I set up the Individual to Individual drop-down list?

Individual to Organization Relationships

Show me the Individual to Organization drop-down list

How do I set up the Individual to Organization drop-down list?

Organization to Organization Relationships

Show me the Organization to Organization drop-down list

How do I set up the Organization to Organization drop-down list?

Miscellaneous Setup

Under the Miscellaneous tab, set up

• Record Source
• Activity Codes
• Department/Subject
• Contact Topic
• Action Taken
• Category.

Click the Add button to add an option to a child form.

Record Source

Show me the Record Source drop-down list

How do I set up the Record Source drop-down list?

Activity Codes

Show me the Activity Codes drop-down list

How do I set up the Activity Codes drop-down list?

Department/Subject

How do I set up the Department/Subject drop-down list?

Contact Topic

How do I set up the Contact Topic drop-down list?

Action Taken

How do I set up the Action Taken drop-down list?

Category

How do I set up the Category drop-down list?