Slide 1

Slide notes: We will now look at the CRM options available on the Customer Order screen.

 

 

 

Slide 2

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Slide 3

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Slide 4

Slide notes: We 1st look at the Current CRM Events option.

 

 

 

Slide 5

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Slide 6

Slide notes: And in this case, we can drill into the most recent events on this CRM Account.

 

 

 

Slide 7

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Slide 8

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Slide 9

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Slide 10

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Slide 11

Slide notes: And next we look at the example of drilling into the Customer Debtor Account, if there is a linked Debtor Account and if we have access to it.

 

 

 

Slide 12

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Slide 13

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Slide 14

Slide notes: In this case, we can drill into the Customer Account and find the latest detail on the Account.