Corporate (CRM) – Details Fields

Customer Name

Specifies the name of Corporate Account.

Postal Address

The postal address of the Corporate Account. This may be different to their actual address

Office Address

Specifies the address of the office where the Corporate Account is located, which may be different to their preferred postal address.

Contact

Allows phone & fax numbers to be recorded, as well as email address, website address, Logo, and NIRU.

Status

The status of a Corporate Account can be:
Active – The Corporate Account is open & can be used as a Corporate on a Job, or a Bill To.
Corp Only – The Corporate Account is associated with another Customer for Billing. E.g: Another branch of a main customer but billing is not used. This allows the Corporate Account to be added as a Corporate on a Job, but not a Bill To.
Closed – The Corporate Account is inactive and can not be used.
Hold – The Corporate Account cannot be used but has not been closed permanently either. This can be used to suspend accounts until payment is received.
Suspect – The Corporate Account is one that you are targeting to do business with in the future.

Type

Set to Corporate for corporate accounts.

Code

A unique code assigned to the Corporate Account to assist with identification and finding with search filters. This can be a alphanumeric or a numeral.

Group

Used to group Corporate Accounts together if required. You can use words or numbers in this field to group your Customers.

Currency

Specifies the currency of the Account’s transactions.

Referral (Source)

Used to record the origin of how this account heard about your company.

Details

A second level of detail about the Referral Source (how the account heard about you).

Language

The Corporate Account’s language.

Company

The company number at your organization who this Corporate Account is doing business with. Double-click to choose from options.

Branch

Specifies the branch at your organization that the Account is linked to.

Corporate Account

Defines the Customer as a Corporate account. This is what makes a Customer display on the CRM/Corporate module and allows them to be added as a Corporate on a Job.

Pricing Account

If this Corporate Account gets billed directly, set Pricing Account to Y.

Priority

Choose from a list of priorities to designate high-priority accounts, particularly Suspects. Accounts can be searched for or filtered by Priority.

P/O Req

Specifies whether Purchase Orders are required for the Customer.

Country

The Country of the Corporate Account.

Acct Mgr

The person at your organization who owns the relationship with the account.

Acct Rep

A second representative at your organization who is a point of contact for this Account.

TM

A person at your organization responsible for mail-outs and marketing to this Account.

CRM

If this Corporate Account is a child of another company, the parent company will be displayed here. See Link Corporate Accounts.

Pricing

If this Corporate Account should use the same pricing structure (tariffs) as another account, you can link them here. See Link Corporate Accounts.

Creditor

If this Corporate Account is a Customer of yours and also a Supplier, you can link them to their Supplier record here.

Agent

If this Corporate Account is also an Agent of yours, you can link them to the Agent record here.

Comments

General Comments for internal use.