Customer Relationship Management

[markhallberg]

Hello~

I have a customer that wants to create a communication in Sage CRM for any MAS Customer that exceeds a certain amount in Sales.  The communcation if to create a follow-up with that customer. 

Ideas?

mark

[bpoole · Accepted solution]

A scheduled event that runs on the CRM server to check MAS (as a linked server) for clients where total sales >= x, then have the script create a communication in the database for the associated client.

You will need some controls in place to make sure that the same customer does not have a communication created everytime the script runs, but a simple "flag" field in the customer record should suffice.

[markhallberg]

Thanks much, i am goinng to use that concept but  use Knowledge Sync, (customer already owns) to query MAS and I wrote a script to create the communication.