You can have the program automatically classify your contacts according to customer, vendor, and contact information, by setting up automatically answered profile questions in the Profile Questionnaire Setup window.
After you have set up automatically answered profile questions, if you assign the profile questionnaire containing these questions to a contact, the program will automatically assign the right answers for the contact.
 Note |
|---|
| Only contacts that are recorded as customers can be assigned a classification based on customer data and only contacts that are recorded as vendors can be assigned a classification based on vendor data. The automatic classification is not updated automatically. Consequently, you may want to update the profile questionnaires, after you have updated the customer, vendor or contact data they are based on. See How to: Update Profile Questionnaires for more information. |
Example
You can classify your contacts according to how much they bought from you:
| Answer | Applies to |
|---|---|
A | contacts who bought for 500,000 LCY or more |
B | contacts who bought for 100,000 up to 499,999 LCY |
C | contacts who bought for 99,999 LCY or less |
To do this, fill in the Profile Questionnaire Setup window as follows:
| Type | Description | Automatic Classification | From Value | To Value |
|---|---|---|---|---|
Question | ABC Classification | Click to insert a check mark |
|
|
Answer | A |
| 500,000 |
|
Answer | B |
| 100,000 | 499,999 |
Answer | C |
|
| 99,999 |
Then fill in the Profile Question Details window as follows:
-
Click the AssistButton to the right of the Customer Class. Field field, and select the Sales (LCY) option.
-
Click the AssistButton to the right of the Classification Method field, and select the Defined Value option.
When you assign the profile questionnaire containing this question to a contact, the program automatically enters the relevant answer for this contact on the profile lines of the contact card.