This setting allows you to define any number of Classifications, which you can then use to categorise your Customers, perhaps recording their relationship to you (e.g. lead, service customer or retail customer). You can do this using the Class. field on the 'Contact' card of the Customer record and in the Contact Person record. This field, which is also part of the CRM and Mail Value Pack, can contain one or more Classification Codes, separated by commas. So, for example, a particular Customer can be both a lead and have a credit rating of 3.

The Customer Classification provides a different means of classifying Customers compared with the Customer Categories setting in the Sales Ledger. You will usually use the Category to record the types of business in which your Customers are engaged. You can allocate more than one Customer Classification to each Customer, but only one Category.

The Customer Classification can be used as a search criterion in many reports in the Sales Support module, as described here.

You can divide Customer Classifications into Classification Types.

The 'Customer Classifications: Browse' window lists the available Customer Classifications: to enter a new item, click the [New] button in the Button Bar. The 'Customer Classification: New' window appears: enter the details as appropriate and click [Save] to save the new record. You can use the 'Paste Special' function from the Classification Type field to bring up an option list.

Previous Next Top Entire Chapter in Printable Form