CRM Contact Group Code
Index
CRM Contact Group Code-Search Criteria/Grid
CRM Contact Group Code-Details Page
CRM Contact Group Code-Create

Additional Information
CRM Contact Group Assignment

The CRM Contact Group Code table allows you to create, maintain and delete Contract Group Codes that logically categorize segments of your contacts to help with CRM initiates like marketing campaigns, sales calls, etc. For example, you may group your contacts into following categories: Department Store buyers, Independent Retailers, Flower Shop owners, Card Store owners, etc.

  • Contact Group Codes are used in the Contact Listings by Group CRM Report view.

  • The same Contact can be assigned to as many Group Codes as required.

The CRM Contact Group Assignment table allows you to assign contacts to the Contact Group Codes created in this view.

Note: The ability to create and update information in the CRM Contact Group Code view is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in the CRM Contact Group Code view. For more information, see Role Master-Permissions.

You can edit the CRM Contact Group Code information in either the Search Criteria/Grid page, in the grid section, or on the Details page.

The following fields are available on the CRM Contact Group Code and are based on the order in which they appear in the grid on the search page:

  • Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all CRM Contact Group Code records. This field cannot be edited.

  • Contact Group - displays the short code that identifies the Contact Group. This field cannot be edited.

  • Contact Group Description - displays the full description of the Contact Group. The description can be a maximum of 128 alpha numeric characters in length. You can edit this field as required.

For information on the functionality of each button on the CRM Contact Group Code Search Criteria Results/Grid page, click here.

 
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