Slide notes: Customer Relationship Management is
called CRM, and there are a number of CRM functions available on the AP
master screen. The 1st option we look at is for Contact Management.
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Slide notes: When we enter this Function, we can call
the Supplier, take notes, and perform various contact management functions.
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Slide notes:
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Slide notes:
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Slide notes: The CRM Connect function will reveal a
number of options.
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Slide notes: Since there is already a connected CRM
record for this Account, we have an option to re-link to a different CRM,
or simply to open the CRM Master record for this Account.
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Slide notes: Note the CRM Account Number that is
already indicated for this AP Account.
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Slide notes:
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Slide notes: At the "CRM Other" function, we
have also a number of functions. We look first at the CRM Events.
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Slide notes:
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Slide notes: Among other possible events that may be
listed, we will also see any Contact Management calls that have been
logged.
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Slide notes:
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Slide notes:
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Slide notes:
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Slide notes: The "CRM Master" option will
open the CRM Master record, and with the necessary access, we may perform
file maintenance actions on the CRM record.
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Slide notes: So we can directy access related CRM
functions from the AP master screen.
