Configuring Customers App Settings

Various settings available when working in Customer Records can be configured under the Customers App > Setup.

The Customers App, Setup feature, opened to show setup options.

Settings configurable in this area include:

  • Consent:Typically visible to Impexium staff only. See also:Requiring Consent
  • Customer Categories:These can be created for Individuals, Organizations, Committees, and event Guests.
    Categories created in Setup are accessible in the Customer Record under the Account tab > Additional Info menu option and in the Committee Record under the Details tab > Committee Info menu option. Event guest category type can be selected during the event registration process.
  • Degrees:List the types of degrees you wish to have the option to associate with customer records. (Administrators can choose whether to use this as a lookup or free-text field via the Configuration App setting "Education History Degrees." If this is set as free-text, this option will not appear in the settings list.)
  • Designations:Academic degrees and professional designations (such as "CFA") can be added here. Designations are accessible in the Individual Record under the Account tab > Additional Info. See also: Setting up Designations
  • Discipline:The discipline an individual is in.
  • Districts/Regions:Set up districts and regions that will auto-apply to customer records by ZIP code. See also: Setting up Customer Regions
  • Employees Range: Create a list of options to track the number of employees that organizations in your database have.
  • Engagement Score:Create engagement score rules for use in tracking customer engagement. See also: Tracking Customer Engagement
  • Expertise:An individual's field of expertise.
  • Field of Study:The field of study in which an individual is invested. (Administrators can choose whether to use this as a lookup or free-text field via the Configuration App setting" Education History Field of Study." If set as free-text, this option will not appear in the settings list.)
  • Gender:Create a list of gender options (e.g., "male," "female," "non-binary") to be selectable on the Invoice Record and My Profile.
  • Institutions:List institutions with which individuals may be associated.
    (Administrators can choose whether to use this as a look up or free-text field via the Configuration App setting "Education History Institution." If this is set as free-text, this option will not appear in the settings list.)
  • Job Roles:Job roles describe the function of an individual in an organization (e.g., CEO, Manager). Job roles created in Setup can be assigned in the Individual Record under the Account tab > Roles.
  • License Types:If your association tracks or assigns customer licenses, set up the list of license types here. See also: Setting Up and Applying Licenses to a Customer Record
  • Note Category:The option to create notes on records appears throughout the system. Create a list of note category types, selectable during note creation on various records such as Customer Records, orders, and invoices.
  • Prefix:Prefixes on the names of individuals (e.g., "Ms.," "Mr.," "Dr."). Selectable when adding or managing an Individual Record.
  • Prospect Lists:Categorize prospects using prospect lists. Prospect lists created here are selectable under the Customers App > Prospects.
  • Relationship Types:Relationship types between individuals, between individuals and organizations, and between organizations can be created in this tab.
    Relationship types drive membership benefit flow down, as well as the level of access that non-staff users have to manage and purchase for their related organizations. See also: Creating Relationship Types.
  • Request Types:The requests functionality allows your association to accept requests/communication from customers viaImpexium. Tasks can automatically be created as a result of customer-submitted requests. Create a list of request types customers can choose from when submitting a request. See also: Accepting Requests from My Profile or the Customer Record
  • Sales Region:Create a list of regions that can be manually assigned to customer records.
  • Services:Track the types of services that organizations specialize in.
  • Source Codes:Create source codes to indicate the source of the customer's record information. For example, whether it was collected from a social media site such as LinkedIn or from interaction with the customer at an event.
  • Suffix:Suffixes on the names of individuals (e.g., "Jr.," "Sr.," "III"). Selectable when adding or managing an Individual Record.
  • Tags: Create tags by which records can be labeled. See also: Setting up Tags