Dental Lab Customer & Production Management

CRM Lists Settings

CRM Lists Settings

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CRM Lists Settings

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Available options under CRM Lists includes settings  used for Customer Relationship Management portion of DLCPM..

 

Navigation: File > Global Settings or simply click CTRL + F12  

V14 - crm

Global Settings

 

CRM Options:

Calls

Descriptions

Types

Status

Priorities

Call Directions

Campaigns

Types

Status

Categories

Response Methods

Constant Contact

Complaints

Type

Dispositions

Status

Error Code Tiers

DHR Review

Customers

Affiliations        

Specialties    

Dental Groups  

Types      

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

Types

Profiles

Profiles

Questions

Answers

Shipping

Carriers

Carrier Service Types

Carrier Package Types

Fulfillment Items

Routes

Route Drivers