Navigation:  Customer Relationship Management Screens > General Information Screen > Summary tab >

Relationship field group

Navigation:  Customer Relationship Management Screens > General Information Screen > Summary tab >

Relationship field group

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This field group displays history information about the customer account (pertaining to the indicated household, if the household search field is in use).

 

crmgi_relationshipfieldgroup

 

The fields in this field group are as follows:

 

Field

Description

First Contact Date

 

Mnemonic: NMCONT

The date the head of the customer household was first contacted

First Open Date

 

Mnemonic: DMDTOP/LNOPND

The date the first account was opened for the customer household.

First Open Product

 

Mnemonic: DMDTOP/LNOPND

The type of product first opened for the customer household.

Last Open Date

 

Mnemonic: DMDTOP/LNOPND

The most recent date an account was opened for the customer household.

Last Open Product

 

Mnemonic: DMDTOP/LNOPND

The most recent product type opened for the customer household

 

This screen is used for informational purposes only. The information displayed on this screen must be adjusted on the appropriate screen in CIM GOLD.

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