The Automatic Classification of Contacts

You can have the program automatically classify your contacts according to customer, vendor and contact information, by setting up automatically answered profile questions in the Profile Questionnaires Setup window.

After you have set up automatically answered profile questions, if you assign the profile questionnaire containing these questions to a contact, the program will automatically assign the right answers for the contact.

Note

Only contacts that are recorded as customers can be assigned a classification based on customer data and only contacts that are recorded as vendors can be assigned a classification based on vendor data.

The automatic classification is not updated automatically. Consequently, you may want to update the profile questionnaires, after you have updated the customer, vendor or contact data they are based on.

Example

You can classify your contacts according to how much they bought from you:

Answer

Applies to

A

contacts who bought for 500,000 LCY or more

B

contacts who bought for 100,000 up to 499,999 LCY

C

contacts who bought for 99,999 LCY or less

 

To do this, fill in the Profile Questionnaire Setup window as follows:

 

Type

Description

Automatic Classification

From Value

To Value

Question

ABC Classification

Click to insert a check mark

 

 

Answer

A

 

500,000

 

Answer

B

 

100,000

499,999

Answer

C

 

 

99,999

 

Then fill in the Profile Question Details window as follows:

  1. Click the AssistButton to the right of the Customer Class. Field field, and select the Sales (LCY) option.

  2. Click the AssistButton to the right of the Classification Method field, and select the Defined Value option.

When you assign the profile questionnaire containing this question to a contact, the program automatically enters the relevant answer for this contact on the profile lines of the contact card.

Related Topics

Setting Up Profile Questionnaires



© 2009 Microsoft Corporation. All rights reserved.