You can control CRM data for import or export to CRiS. Accordingly several new CRM data fields are added to the CRM module that gives the possibility to store CRM related information of the customers and companies. The fields are described in this section.
Note: Before the MB Specific customer details option is present for a user, you have to make it available for the specific user in the user settings.
What do you want to do?
A customer or prospect has to agree to have his personal data exchanged with and used by third parties.
To view these CRM data fields for the Customer record:
Select from the Main menu the CRM menu, combined with the appropriate Company.
The CRM menu is displayed.
Select from the CRM menu the My desktop option.
The Kerridge's CRM form is displayed.
Select with help of the Search function a customer record and load it.
The CRM record of the customer is displayed.
Select from the Customer options menu option the MB Specific customer details option.
The MB Specific customer information form is displayed.
Select the CRM tab to view the CRM specific extra customer information.
The new CRM data fields are displayed.
Fields
Besides extra fields for the CRM project, the Mercedes-Benz specific customer information form contains extra information for other Mercedes-Benz specific developments, like MRA and the EKS Interface.Usage acceptance: Tick if the customer agrees to release his data for marketing purposes, you have to tick this field. If not ticked data might be exchanged but must not be used by the MPC.
Export agreement: Tick if data may be sent to the MPC. If the Usage acceptance is set to 'No', the MPC may not use the data. But if the Export agreement is not ticked, the data is not sent at all.
Average annual mileage: The average annual mileage field is also added for CRM purposes.
To view these CRM data fields for the Company record:
Select from the Main menu the CRM menu, combined with the appropriate Company.
The CRM menu is displayed.
Select from the CRM menu the My desktop option.
The Kerridge's CRM form is displayed.
Select with help of the Search function a company record and load it.
The CRM record of the customer is displayed.
Select from the Company options menu option the MB Specific customer details option.
The MB Specific company information form is displayed.
Select the CRM tab to view the CRM specific extra customer information.
The new CRM data fields are displayed.
Fields
Usage acceptance: Tick if the company agrees to release his data for marketing purposes, you have to tick this field. If not ticked data might be exchanged but must not be used by the MPC.
Export agreement: Tick if data may be sent to the MPC. If the Usage acceptance is set to 'No', the MPC may not use the data. But if the Export agreement is not ticked, the data is not sent at all.
Tip: The former Trade register number field displayed on this form, is now a standard field called Company Registration Number displayed on the CRM form.
Like the customers for Mercedes-Benz specific customer information form, this form is used for several purposes.