Customers Overview

In Personify, 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 Personify database.

Personify 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.

· Customer Central
The Customer Central screen is centered on inter-connected functions used to manage information concerning individuals, companies, subgroups, and committees. A unique customer number assigned to each record aggregates all other information in the system. The number can, however, be changed according to your preference.

· CUXExpress
Starting with Personify 7.3.0, a new, simplified customer screen exists called CUSExpress. This screen focuses only on customer details, participation, contact tracking, and order history. This differs from the original Customer Central screen which also includes Accounting, Fundraising, Exhibitor, Chapter History, and Advertising information specific to that customer. The CUSExpress also offers an “At a Glance” tab which opens the Customer Summary dashboard for the selected customer. Checking the Use Simplified Customer Central (CUSExpress) checkbox on PSM004, however, determines which customer screen opens when a user selects either Customer Central from the menu bar or attempts to open a customer record via another screen. By default, the CUSExpress checkbox is null.

· Call Center
The Call Center screen serves as the “Command Center” for Personify. It is integrated with all Personify productivity and revenue modules, offering a central window into customer activity throughout the system. Integration with the Contact Management module allows you to record all interactions with customers as they take place. From the Call Center, you can initiate new activities for callers, register callers for meetings, create and renew memberships, enter product orders, and accept donations.

· 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. Personify 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.