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This text refers to program version 2024-03-16  

Customer Categories - BI Card

This page describes the 'BI' card of the Customer Category record. Please follow the links below for descriptions of the other cards:

• Introduction
  

• Header
  

• 'Pricing' card
  

• 'Accounts' card
  

• 'Web' card
  

• 'BI' card
  

• Assisted Classification Entry

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If you are using the BI module (i.e. if the BI option on the 'Technical' card in the Configuration setting in the System module is selected), a fourth card entitled 'BI' will be added to the Customer Category record. This card contains a graph displaying monthly sales to Customers belonging to the Category over the past year. If you double-click on the graph, it will be opened in a new window where you can change the graph type and the parameters such as the period covered by the graph. You can use Access Groups to prevent certain users from double-clicking on the graph, by denying them access to the 'View BI' Action.

The Customer Categories setting:

• Customer Categories, including:
  

• Header
  

• 'Pricing' card
  

• 'Accounts' card
  

• 'Web' card
  

• 'BI' card
  

• Assisted Classification Entry

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Go back to:

• Home page for Settings connected with Customers Suppliers and Contact Persons
  

• Home page for Settings in the CRM module
  

• Home page for Settings in the Sales Ledger
  

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for CRM module manual
  

• Home page for Sales Ledger manual
  

• Home page for Standard ERP manual

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