Classification Method, Profile Questionnaire Line (table)

Specifies the method you can use to classify contacts. There are four options: Blank, Defined Value, Percentage of Value and Percentage of Contacts.

Options	Comments
Defined Value	Select this option if you want the automatic classification to be based on a defined value of sales, purchases, and so on. For example, you can define answer A to apply only to contacts that you have sold less than 99,999 LCY to, answer B to apply to the contacts that you have sold between 100,000 and 499,999 LCY to, and answer C to apply to the contacts that you have sold 500,000 LCY and more to.
Percentage of Value	Select this option if you want the automatic classification to be based on a percentage of sales, purchases, and so on. If you select this option, you can define the way the program will sort the contacts in the Sorting Method field. For example, you can define answer A to apply to the contacts that make up the first 20% of your sales, answer B to the contacts that make up the next 60 %, and answer C to the contacts that make up the top 20% of your sales.
Percentage of Contacts	Select this option if you want the automatic classification to be based on a percentage of contacts. For example, you can define answer A to apply to the 20% of your contacts that you have sold the most to, answer B to the next 60 %, and answer C to the last 20% of your contacts.

Options

Comments

Defined Value

Select this option if you want the automatic classification to be based on a defined value of sales, purchases, and so on.

For example, you can define answer A to apply only to contacts that you have sold less than 99,999 LCY to, answer B to apply to the contacts that you have sold between 100,000 and 499,999 LCY to, and answer C to apply to the contacts that you have sold 500,000 LCY and more to.

Percentage of Value

Select this option if you want the automatic classification to be based on a percentage of sales, purchases, and so on. If you select this option, you can define the way the program will sort the contacts in the Sorting Method field.

For example, you can define answer A to apply to the contacts that make up the first 20% of your sales, answer B to the contacts that make up the next 60 %, and answer C to the contacts that make up the top 20% of your sales.

Percentage of Contacts

Select this option if you want the automatic classification to be based on a percentage of contacts.

For example, you can define answer A to apply to the 20% of your contacts that you have sold the most to, answer B to the next 60 %, and answer C to the last 20% of your contacts.

Note
If you selected Rating in the Contact Class. Field field, then the classification method will be Defined Value by default.

Tip
For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search.

See Also

Reference