Business Influence Setup

Business Influences may be set up to link customers in the Accounting and CRM modules. Additionally, the Customer Gap Analysis report in the CRM module may be used to view linked customers in a group.

 

In the Accounting module, add a Business Influence Type by navigating to Setup / Business Influence Types.

 

On the Add A Business Influence Type window, enter the name of the Business Influence Type in the Description textbox, and choose Save and then Cancel to exit out of the window.

Navigate to the Select a Customer window, and edit the customer for whom the Business Influence is being added. Select the Influences button. 

The Customer Business Influence window displays. Select the correct Description, and then add customers to the Business Influence by double-clicking on the Customer ID column heading. 

After all the necessary customers have been added, select Save and Done. Select Save on the Edit a Customer window.

In the CRM module, navigate to the Control Panel / Customer Relationship Management / CRM Reports tab. On the Customer Gap Analysis report, select the necessary Invoice and/or Grain Report Criteria. Choose a Business Influence from the dropdown menu, and select Apply. A Business Influence column displays in the grid and can be sorted to view all linked customers in a group.