Customer Motives

System Maintenance Menu -> Configure System Settings -> Customer Management Tab -> Customer Contact -> Customer Motives

This table can be useful to define any important customer motives, and to associate them with specific customers, rating their importance in the Customer Motives window of Customer Contact Information.
 These motive and ratings are information only and are not used in reporting.
 An operator must be assigned a Security Role that allows permission to the Customer Management - Customer Motives in order to access this table.

The prompts to setup a list of the motives are:

SEQ#

Accept the sequence number automatically assigned for this record.

CODE

Enter up to a 3 alpha-numeric characters to represent this motive.

DESCRIPTION

Enter the description for this motive.

Finished?

Click ACCEPT to accept and close the window, or CANCEL to abort.

ACTIONS:
 Additional actions provided by buttons on the Customer Motives screen include:

•Delete a Motive Record:
 Click the DELETE button to delete a Motive.
 A message is triggered to warn that if any other changes have been just made to the Motive table that have not been saved, they may be lost.
 Confirmation is required to continue.

Select the Motive to be deleted from the drop-down box as outlined in Delete A Motive.

When a Motive is deleted from this table, all reference will also be removed from the customers.

Topic Keyword: CMCM01 (4084)