Have CRM keep track of the next customer number and assign it during the customer promotion.
In other words, eliminate the need to decide on what the customer number should be.
by: Dana S. | over a year ago | Customer Mgment (CRM)
Votes
4
CRM Integrated with Sage 300 ERP, Customer promotion should create it's own customer number
by: Dana S. | over a year ago | Customer Mgment (CRM)
Comments
Another thing I believe would be an added advantage is to let the customer pick the starting no or the way they would like to generate the customer number that is alpha-numeric/numeric etc. something like what Sage CRM does for orders/quotes.