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 · 10 screens
RecordsCustomer SitesOne customer, several places. Purposes are independent flags because one site is very often both ship-to and bill-to.OpenRecordsCustomer · Selling ContextThe same account seen from one of your own business units — different terms, different price list, different salesperson, and all of them right.OpenRecordsCustomer · FinancialTerms, payment method, how invoices are grouped and what happens when they do not pay — at account level, or overridden per site.OpenRecordsCustomer · Credit ProfileThe 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.OpenRecordsCustomer · RelationshipsWho acts for whom. A parent that pays a subsidiary, a buying group, a guarantor — and whether the exposure rolls up.OpenViewInteraction EventsThe transfers, the holds and the conference joins — what a supervisor reads when a customer says they were passed around four times.OpenViewRecipientsOne 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.OpenWorkspaceUtility Account 360One account on one page: premises and services, meters and the usage chart, bills, payments, balance, arrangements, service orders and the contact log.OpenViewBill LinesThe charges on each bill, block by block.OpenViewArrangement InstallmentsEach installment of each arrangement: due, paid, missed.Open
Columns, fields and actions
| 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 |
| 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 |
| Utility Account 360 | Workspace | One account on one page: premises and services, meters and the usage chart, bills, payments, balance, arrangements, service orders and the contact log. | 0 | 0 | 0 |
| Bill Lines | Read-only list | The charges on each bill, block by block. | 8 | 0 | 0 |
| Arrangement Installments | Read-only list | Each installment of each arrangement: due, paid, missed. | 6 | 0 | 0 |