Competitor Reason Codes
System Maintenance Menu -> Configure
System Settings -> Customer Management Tab ->
Customer Contact -> Competitor Reason Codes
This table can be useful to define important reason notes
related to competitors and their strategies, and to associate those
reasons with specific customers, in the Competitor Information window of Customer Contact Information.
These reason codes are information only and are not used in
reporting.
An operator must be assigned a Security
Role that allows permission to the Customer Management -
Competitor Reasons in order to access this table.
The prompts to setup a list of the reasons are:
-
- SEQ#
- Accept the sequence number automatically assigned for this
record.
CODE
- Enter up to a 3 alpha-numeric characters to represent this
reason.
DESCRIPTION
- Enter the phrase of comment related to this reason.
When Competitor Reason Codes are assigned to a customer, multiple
codes can be appended within a comment in the Reason fields
in the Competitor Information window.
Finished?
- Click ACCEPT to accept and close the window, or CANCEL to
abort.
ACTIONS:
Additional actions provided by buttons on
the Competitor Reason Code screen include:
- Delete a Competitor Reason:
Click on the sequence number for the Competitor Reason to be
deleted and then click the DELETE button.
Confirmation is required.
Topic Keyword: CMCR01 (4083)