Configuring Customers App Settings

Various settings accessible when working in Customer Records can be set up under the Customers App > Setup.

Settings configurable in this area include:

  • Customer CategoriesClosedThese can be created for Individuals, Organizations, Committees, and event Guests.
    Categories created in Setup can be accessed 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.
  • Relationship TypesClosedRelationship 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.
  • Job RolesClosedRoles describe the role of an individual in an organization (e.g., CEO, Manager). Roles created in Setup can be assigned in the Individual Record under the Account tab > Roles.
  • DesignationsClosedAcademic degrees and professional designations (such as "CFA") can be added here. Designations are accessible in the Individual Record under the Account tab > Additional Info.
  • DegreesClosedList the types of degrees that 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.)
  • InstitutionsClosedList institutions with which individuals may be associated.
    (Administrators can choose whether to use this as a lookup 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.)
  • Field of StudyClosedThe 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 this is set as free-text, this option will not appear in the settings list.)
  • License TypesClosed If your association tracks or assigns customer licenses, set up the list of license types here.
  • ExpertiseClosedAn individual's field of expertise.
  • DisciplineClosedThe discipline an individual is in.
  • Source CodesClosedCreate 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.
  • Request TypesClosedThe requests functionality allows your association to accept requests/communication from customers via Impexium. 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
  • Prospect ListsClosedCategorize prospects using prospect lists. Prospect lists created here are selectable under the Customers App > Prospects.
  • Sales RegionClosedCreate a list of regions that can be manually assigned to customer records.
  • Employee RangeClosed Create a list of options to track the number of employees that organizations in your database have.
  • ServicesClosedTrack the types of services that organizations specialize in.
  • PrefixClosedPrefixes on the names of individuals (e.g., "Ms.," "Mr.," "Dr."). Selectable when adding or managing an Individual Record.
  • SuffixClosedSuffixes on the names of individuals (e.g., "Jr.," "Sr.," "III"). Selectable when adding or managing an Individual Record.
  • Districts/RegionsClosedSet up districts and regions that will auto-apply to customer records by ZIP code.
  • Note CategoryClosedThe 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 and order and invoice records.
  • TagsClosed Create tags by which records can be labeled. See also: Setting up Tags
  • GenderClosedCreate a list of gender options (e.g., "male," "female," "non-binary") to be selectable on the Invoice Record and My Profile.
  • ConsentClosedThis setting is typically visible to Impexium staff only. See also: Requiring Consent
  • Engagement ScoreClosedCreate engagement score rules for use in tracking customer engagement. See also: Tracking Customer Engagement