»Click here to display Table of Contents«
Available options under CRM Lists includes settings used for Customer Relationship Management portion of DLCPM..
Navigation: File > Global Settings or simply click CTRL + F12
Global Settings
CRM Options:
➢Calls
•Descriptions
•Types
•Status
•Priorities
•Call Directions
➢Campaigns
•Categories
•Response Methods
➢Constant Contact
➢Complaints
•Type
•Dispositions
•Error Code Tiers
•DHR Review
➢Customers
•Affiliations
•Specialties
•Dental Groups
•Territories
•States
•Classes
•Sales People
•Sources
•Source Names
•Delivery Zones
•Countries
•Statement Classes
•Payment Terms
•Payment Methods
•Contact Method
•E-mail Subject
•Address Types
➢Education and Events
•Courses
•Methods
➢Profiles
•Profiles
•Questions
•Answers
➢Shipping
•Carriers
•Carrier Service Types
•Carrier Package Types
•Fulfillment Items
•Routes
•Route Drivers