Customer Relationship Management – Interactions & CRM Review

This extended view of the Customer Relationship Management screen focuses on linked items, contact history, and CRM communication logs. It provides a central place for tracking how and when you've engaged with each customer.



 Key Sections

1. Customer Identity

Club No: Unique ID of the customer.

First Name / Surname: Customer’s full name.

AltRef: Alternate reference code (e.g., loyalty ID).

Company: Business name associated with the customer.

2. Reward Balance & Visit Tracking

Reward Balance: Customer’s available loyalty points.

Last Visit: Most recent recorded visit or transaction date.

Linked Items

This grid shows vehicles, products, or services the customer is associated with:

Type

Subtype

First Date

Date Dec

Club No

Item

Item Desc

e.g. KIA

OPTIMA

[blank]

[blank]

138050

2018


Purpose: Useful for automotive service businesses or companies with long-term product relationships (e.g., service contracts).


CRM Review Panel

Tracks CRM Connect communication history via email or SMS, allowing visibility into marketing or support activities.

Type/Email To: The recipient email.

Date: The date each communication was sent.

Group: Emails grouped by type or campaign (e.g., Cop - 257 Sent).

Use this list to audit customer engagement, confirm delivery of campaigns, or assist with support resolution.


 UID Field

Used for authentication, external reference, such as Mailchimp or Klavio.