xTuple logo

xTuple ERP Reference Guide

  
Collapse AllExpand All
Chapter 6. CRM Module
Prev   Next

Chapter 6. CRM Module

1. Incident
1.1. New Incident
1.2. List Incidents
2. To-Do
2.1. New To-Do List Item
2.2. To-Do List
2.3. Calendar List
3. Project
3.1. New Project
3.1.1. Create New Task
3.2. List Projects
3.3. Worksheets
3.3.1. Worksheet
4. Opportunity
4.1. New Opportunity
4.2. List Opportunities
5. Reports
5.1. Time and Expense History
5.2. Order Activity by Project
6. Account
6.1. New Account
6.2. List CRM Accounts
7. Contact
7.1. New Contact
7.2. List Contacts
8. Address
8.1. New Address
8.2. List Addresses
9. Utilities
9.1. Edit Owners
9.2. Create Recurring Items
9.3. Contact Merge
9.4. Merge Accounts
9.5. Fix Countries
10. Setup
10.1. Configure
10.1.1. Configure CRM
10.2. Master Information
10.2.1. Characteristics
10.2.2. Titles
10.2.3. Incident Categories
10.2.4. Incident Priorities
10.2.5. Incident Resolutions
10.2.6. Incident Severities
10.2.7. Opportunity Sources
10.2.8. Opportunity Stages
10.2.9. Opportunity Types
10.2.10. Project Types

The CRM Module organizes all of your contacts in one central location. This ideal setup eliminates the need for duplicate entries when an account has multiple classifications (i.e., a customer who is also a vendor) or when a contact is associated with more than one entity.

Initially, you categorize Accounts as either an Organization or Individual. Then identify the Accounts as a Customer or Prospect, and further define them as a Vendor, Partner and/or Competitor as needed. Additional functionality is available when various classifications are selected.

From CRM you can Manage Incidents, Create To-Do's, Monitor Projects and Track Opportunities. You have the ability to create stand alone To-Do's or associate To-Do's with Incidents and Opportunities.

The following topics will be covered in this chapter:

  • Universal Address Book

  • Accounts

  • Contacts

  • Incident Management

  • To-Do List Management

  • Project Management

  • Opportunity Management

Prev   Next
8.1.1. Configure Manufacture Home 1.  Incident