CRM › More
Reachable by link
These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.
In CRM → More · 9 screens
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Customer Sites | List | One customer, several places. Purposes are independent flags because one site is very often both ship-to and bill-to. | 9 | 29 | 0 |
| Customer · Selling Context | List | The same account seen from one of your own business units — different terms, different price list, different salesperson, and all of them right. | 9 | 15 | 0 |
| Customer · Financial | List | Terms, payment method, how invoices are grouped and what happens when they do not pay — at account level, or overridden per site. | 8 | 16 | 0 |
| Customer · Credit Profile | List | The limit, what it is made of, what happens when it is reached, and what security is held against it. Reviewed on its own cycle by different people. | 9 | 23 | 0 |
| Customer · Relationships | List | Who acts for whom. A parent that pays a subsidiary, a buying group, a guarantor — and whether the exposure rolls up. | 9 | 8 | 0 |
| Jurisdiction Zones | List | Where a jurisdiction applies, by address. The United States problem in one table: special districts do not follow postal boundaries, so a postcode is a hint and not an answer — the same postcode can carry two district rates on opposite sides of a street. | 10 | 13 | 0 |
| Tax Run Steps | Read-only list | Every step of every run, with who ran it, what it found and who approved it. The wizard is the way to work these; this is for searching across periods. | 11 | 0 | 0 |
| Interaction Events | Read-only list | The transfers, the holds and the conference joins — what a supervisor reads when a customer says they were passed around four times. | 8 | 0 | 0 |
| Recipients | Read-only list | One row per person per broadcast, with what became of it — and why it was not sent where it was not. "No consent", "hard bounced before", "duplicate address" and "on the suppression list" are four different problems and three of them are fixable. | 12 | 0 | 0 |