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Slide notes: In this tutorial we will look at the available Customer Relationship Management functions on the AR Debtor master screen.

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Slide notes: Contact Management is the 1st option we consider. With this option, we can call the Customer and keep track of what was discussed.

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Slide notes: The CRM Connect option will allow us to link a CRM record if there is none on the account yet, and if there is already a connection to CRM, as in this case, then we can re-link to another CRM record, or even visit the CRM record.

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Slide notes: The CRM OTHER function will offer options to open the main CRM Wizard, create a new CRM record, open the currently linked CRM record, or to enter the current CRM Events log.

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Slide notes: On the CRM Events log, we have a history of CRM events logged for this Customer. That will include Sales, Calls and other events. We can drill into any of these events for more detail.

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Slide notes: In the case of a Sale or Order event, we can drill further into the actual Sales event, i.e. the Invoice.

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Slide notes: And this reveals the detail of this Sale event.

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Slide notes: So we see that from the AR Debtor master screen, we have full access to related CRM functions.