Customers Overview

In Personify360, there are four types of constituents:

· Individual (I)

· Company (C)

· Committee (T)

· Subgroup (S)

These make up the different types of constituents that you can add to the Personify360 database. There is no limit to the amount of customers you can create in the database.

Personify360 offers a variety of ways to view constituents, including:

· CRM360®
As of 7.4.1, the new CRM360 will serve as your one-stop-shop for all essential customer data that is easy to update and maintain, including Financial Data, Background Information, Relationships, Preferences, and Involvement History. This new screen is meant to replace Customer Central, CusExpress, Constituent Central, and Call Center. See Navigating CRM360 for more information. Please note that if you do NOT want to deprecate these screens, you must revert changes made to the code. For more information, please see Reverting CRM360 Screen Changes.

· Committee Central
The Committee Central screen is a general setup application that displays information specific to committees. You can define the committee by name, class, structure, status, and various related details. Personify360 maintains a single central customer table that stores virtually unlimited information on all who do business with the association. A unique customer number assigned to each record aggregates all other information in the system. When a record is retrieved, all information about the committee displays. Where applicable, the Committee Central screen is used to associate the committee with membership, advertising, and exhibitor information.

· Subgroup Central
The Subgroup Central screen provides you access to information about subgroups, which organizations create so that the national organization and component organizations (such as chapters, special interest groups, sections, and etc.) can be tracked.