Additional Fields for CRM

This table lists additional fields that are used by the CRM system. If you are using CRM, you can populate these fields.

Field Name	Alias	Type	Length	Definition
Tier 1	VOTIER1	String	45	Enter a value from user-defined code table 01/T1 to specify the number of the tier associated with the customer. This number represent a subjective ranking of customer value.
Override Sales Team Assignment	VOSTOF	Character	1	Select this option if you do not want the system to automatically assign sales team members to the customer based on the industry grouping and territory. If you select this option, you must manually assign sales team members to the customer. If you do not select this option, the system assigns all of the sales team members who are active in both the territory and industry grouping associated with the customer when the customer record is added or changed.
Territory ID	VOTERRID	Numeric	15	Enter the area in which the customer resides. The system uses this field, in conjunction with the Customer Industry Group field to determine which sales team members to add to the customer's sales team. For a sales team member to be automatically assigned to a customer, the sales team member must be active in both the Territory and the Industry Grouping associated with the customer record. If you have selected the Override Sales Team Assignment option, this field is informational only, and is not used to assign sales team members to the customer.
Customer Industry Group	VOCIG	Numeric	15	Enter the industry with which the customer is associated. The system uses this field, in conjunction with the Territory ID field to determine which sales team members to add to the customer's sales team. For a sales team member to be automatically assigned to a customer, the sales team member must be active in both the Territory and the Industry Grouping associated with the customer record. If you have selected the Override Sales Team Assignment option, this field is informational only.