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Introduction to Customers, Suppliers and Contact Persons in CRM by HansaWorld

Information about your Customers, Suppliers and Contact Persons and all other companies and individuals with whom you have some contact is stored in the Contact register. Storing Customers, Suppliers, Contact Persons and other companies and individuals together in one register means that you can make full use of the Calendar, Task Manager, Mails and Letters with companies and individuals of all kinds. It also means that you will only have to maintain a single record for a company who is both a Customer and a Supplier.

Throughout these web pages, the terms "Customer" and "Supplier" are often used when referring to records in the Contact register. Those records does not necessarily represent firms that have purchased goods or services from your business, or sold goods or services to you, and in fact can represent any company that is a potential customer or supplier.

The term "Customer" is usually used when describing the use of a record in the Contact register in a sales context, while "Supplier" is used in a purchase context. "Supplier" implies that the Supplier box in the header of the Contact record has been checked.

As soon as contact is established between your business and a potential client, you should record their details in the Contact register. You can register their relationship with you (e.g. "Prospect" or "Lead") using the Contact Classification field on the 'Contact' card of the Contact record. Mark the record as a Customer or Supplier or both using the check boxes in the