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Juhend HansaWorld Enterprise'i versioonile 8.4  

Introduction to the CRM module (Customer Relationship Manager) in Standard ERP

The CRM module (Customer Relationship Manager) is a simple and efficient tool for keeping track of contacts with Customers, organising mailshots and for planning activities of all kinds. You can use the CRM module to record the different tasks and events in the business day, such as customer contacts for sales, service support, consultancy appointments etc. In Standard ERP, each task and event is saved as a separate record in the Activity register. To keep your Activities separate from those of other users, you cannot open the Activity register itself unless you have access to the System module. Instead, you can view, review and change your Activities, and add new ones, using the Calendar, Task Manager and Personal Calendar report. You can use the Activity register as a planning and monitoring tool for a sales force, or as a tool to log telephone calls to a customer service centre, and in many other ways. As with all modules in Standard ERP, there is a great deal of flexibility, and different users will adapt it to their own requirements.

This documentation includes an example and a description of the Activity register, the heart of the time and contact management systems in Standard ERP. To keep your Activities separate from those of other users, you cannot open the Activity register itself (unless you have access to the System module). Instead, you can access the register using the Calendar, the Personal Calendar report and the Task Manager. The Customer Letter and Target Time registers are also described, as are the Workflow Overview and the various forms and reports in the CRM module.

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