Customer Categories - BI Card

This page describes the 'BI' card of the Customer Category record. Please follow the links below for descriptions of the other cards:

If you are using the BI module (i.e. if the BI option on the 'Technical' card in the Configuration setting in the System module is selected), a fourth card entitled 'BI' will be added to the Customer Category record. This card contains a graph displaying monthly sales to Customers belonging to the Category over the past year. If you double-click on the graph, it will be opened in a new window where you can change the graph type and the parameters such as the period covered by the graph. You can use Access Groups to prevent certain users from double-clicking on the graph, by denying them access to the 'View BI' Action.


Settings related to Contacts:

  • Classification Types

  • Contact Classifications

  • Contact Settings

  • Info in Customer Status Report

  • Info in Supplier Status Report

  • Job Titles

  • Number Series - Contacts

  • Supplier Categories

  • User Defined Fields - ContactsGo back to: