| CRM FUNCTION OVERVIEW | |
|---|---|
| Add
CRM Remote Access (multi-property access to central database) |
CRM Web (guest access from the Internet) |
Overview
Customer Relationship Management
(CRM) is only available if the Customer Relationship Management (RX) module
is installed. The CRM allows users to add, lookup, and modify frequent
guest data. Under Configuration, users can populate frequent guest
data from existing guest history and configure point redemption and award
rules, frequent guest membership levels, and contact types.
- Overview - Marketing
- Click the menu link to access RDP's website and view the marketing information available for RDPWin's Customer Relationship Management Module.
- Overview - Technical
- Click the menu link to access RDPWin's CRM information available in Help.
Save & Close, Save, Reset, Clear Fields, and Close
It is not necessary to save changes before switching tabs. Otherwise, change any or all tabs and save only once; however, saving at anytime is available. The Save & Close button saves the changes and closes the form. The Save button files changes and keeps the form open. Reset restores the settings to those most recently saved and abandons any unsaved changes. To clear all selections and begin again, click the Clear Fields button. Close prompts before exiting without saving changed settings (if any were made) and closes the form.
Tutorials
Click these links for Frequently Asked Questions or Troubleshooting assistance.
Last Updated 07/16/2008
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