This page says plainly what CRM does not do today, so you can plan around it.
Not in this release
| Not available | What to do instead |
|---|---|
| Leads and campaigns | There are no leads or campaigns screens. Opportunities holds deals for customers already in Accounting |
| CRM quotations | CRM has no quotations of its own: Create quotation on an opportunity opens Accounting's sales quotation |
| Changing a customer's tier, account owner, relationship status, do-not-contact mark or CRM note | No screen changes them; Customer 360 shows them as they are (Standard, Unassigned, Active unless set). The collector of an account is set on Collections. To mark a customer do not contact, or remove the mark, ask your Penahak contact |
| Changing the dunning ladder | The five stages are fixed (The dunning ladder and collection cases) |
| CRM workflows and CRM notification management | Their permissions exist, but there are no screens for them |
| Changing credit limits or credit days in CRM | They are changed on the customer in Accounting (Customer details in Accounting that CRM uses) |
| Posting anything to the books | CRM posts no voucher. Receipts, credit notes and write-offs are made in Accounting; Written off on Collections closes the CRM work only |
Credit control
- The POS cannot ask for a credit release. A blocked POS credit sale must be paid now, or the customer's limit reviewed (Which sales are checked).
- A recurring invoice held back by the credit check does not notify the approvers. Its pending release request waits in the Credit Desk's Release queue: look there regularly.
- Sales orders have no credit-days rule. Only the credit limit and credit hold apply to orders, and they block an order only when your order settings block over-limit orders; otherwise they warn.
- A release covers one sale of one person. A colleague cannot use it, and a second sale needs a second release (Credit releases: ask, decide, use).
- Check a sale on the Credit Desk uses the balance of all branches and 0 days to pay, while the save uses the sale's branch and the invoice's due days (The Credit Desk).
- Stop credit-blocked sales on save is one switch for the whole company: switched off, every block, on every sales screen, the POS and recurring invoices, becomes a warning (CRM settings and what each one does).
- CRM is switched on for the whole company by your Penahak contact; a licence does not switch it on by itself (Get CRM ready for your company).
Collections and service
- The nightly run does collections only: it judges promises, moves collection cases and expires releases. The dispute, renewal and recovery timers and the ticket scan run only when someone presses a button (The nightly run and the run-now buttons).
- Promises are judged only by the nightly run. Between runs, a promise can still show Open although the money has arrived (Promises to pay).
- A promise can be at most 180 days away. For a longer payment plan, record the next promise only after the previous one has been judged.
- "At risk" on Service tickets means due within one hour. The At-risk window setting is used only by the ticket scan (Service tickets and document threads).
Screens and figures
- Customer 360 lists show only the latest few records. Use the full screens for the rest (Customer 360 and the statement of account).
- A statement covers at most 800 days. Print two statements, or use Accounting's ledger report.
- A receipt on account settles the oldest bills in CRM's ageing, while the receipt screen's list of due bills may still show one of them as open. The total owed is the same (Where the money figures come from).
- Receivables has no menu item of its own: open it from Customers (Receivables: ageing and expected cash).
- Your company needs the CRM menus. If your company never had them, your Penahak contact must add them (The CRM menu or a CRM screen is missing).
Common questions
Can the POS ask for a credit release?
No. A blocked POS credit sale must be paid now, or the customer's limit reviewed.
How do I mark a customer do not contact, or take the mark off?
No screen does this in this release. Ask your Penahak contact.
Can I change the five dunning stages?
No. They are fixed, and there is no screen to change them.