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This text refers to program version 8.4  

Terminology in the CRM Module

Throughout this documentation, the terms "Customer" and "Supplier" refer to records in the Contact register. These are Contact records in which the Customer or Supplier check boxes have been ticked. They do not necessarily represent firms that have purchased goods or services from your business or have sold goods or services to you, and in fact can represent any company that is a potential customer or supplier.

As soon as contact is established between your business and a potential client or supplier, you should record their details in the Contact register. You should register their relationship with you (e.g. "Prospect" or "Lead") using the Classification field on the 'Contact' card of the Contact record. Mark the record as a Customer or a Supplier or both using the check boxes in the header, depending on their potential or actual relationship to your company. These check boxes will allow you to use the record in sales or purchase transactions in Standard ERP as appropriate.

The following phrases have been used in this documentation to describe Activities of various kinds:

PhraseRefers to an Activity where...
Calendar Activitythe Task Type is Calendar
To Do Activitythe Task Type is To Do

Task		the Task Type is To Do (interchangeable with "To Do Activity")
Timed To Do ActivityType is Timed To Do
Time Activitythe Task Type is Calendar and the Calendar Type is Time (an Activity representing actual time spent in carrying out a task)
Profile Activitythe Task Type is Calendar and the Calendar Type is Profile (an Activity representing the booking of planned [future] time)
Project Activitythe Task Type is Project
Private ActivityAn Activity in which the Private check box has been ticked
Done ActivityAn Activity in which the Done check box has been ticked

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