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Automatizare grupuri clienti




Sistemul de grupare a clientilor din Solis a fost optimizat, permitand automatizarea unor procese de etichetare a clientilor, astfel:

  • permite gruparea automata a clientilor in functie de furnizor
  • permite gruparea automata a clientilor ca urmare a ofertarii sau facturarii
  • la adaugarea unei oferte, pentru fiecare furnizor din oferta, clientul solicitant va fi alocat automat in grupuri corespondente de forma “Prospect furnizor 1″, “Prospect furnizor 2″, etc.
  • la facturare, in mod similar, clientul va fi adaugat in grupuri de forma “Client furnizor 1″, “Client furnizor 2″, etc.
  • grupurile alocat automat sunt editabile, pot fi eliminate sau adaugate manual oricarui client



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