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  2. D365 FinServices
  3. Contacts

Contact Segmentation

To help keep your data clean and useful when it comes to the crunch, it's important to have a firm grip on how to classify your Contacts.

Here are some useful tips on setting up a new Contact with the basic segmentation fields.

Info

Employing these guidelines will give you power & flexibility with your data.

 
Type* =   Individual (person)
                 Entity (if a Company, Trust, SMSF)
                 Group (if a Family or Corporation)

Classification* = Client or Non-Client
(this is so you can add in suppliers or product providers phone numbers etc)

Client Type = SMSF, Trust, Company, Partnership, Supplier
(optional value to further define what this is when Type = Entity is selected)

                                                                                               * required fields

 

 

Some basic examples...


eg. John Smith
Type* = Individual     Classification* = Client     Client Type = (leave blank)

eg. The Smith Family Trust
Type* = Entity     Classification* = Client     Client Type = Trust

eg. Bobby Evans (Your local office stationery supplier)
Type* = Individual     Classification* = Non-Client     Client Type = Supplier Contact



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