Customer Relationship Management Screens

The Customer Relationship Management (CRM) system in CIM GOLD (also referred to as CIF) contains all information and functions relating to customer relations and data.

For ease of use, this online help is designed to match the layout of CRM screens in the CIM GOLD tree view, as shown below:

To learn more about CRM system screens, see help for the screens linked below.

Callback Screen Group

CIF F/M History Screen

CIF Relationships Screen

Comments Screen

Customer Profile Screen

Employment Information Screen

General Information Screen

Household Utilities Screen Group

Households Screen

Social Change Screen

Special Instructions Screen

ZIP Code Lookup Screen