Configuring Customers App Settings

Various settings available when working in Customer Records can be configured under the Customers App > Setup.

Settings configurable in this area include:

Customers App > Settings
Setting	Description	Appearance
Consent	Typically configurable by re:Members AMS staff only. Contact support@impexium.com for assistance. Creating consent requirements causes users to accept terms of consent in areas such as the sign-up process. For more, see: Requiring Consent
Customer Categories	These can be created for Individuals, Organizations, Committees, and event Guests. Categories created in Setup are accessible in the Customer Record under the Account tab > Additional Info menu option and in the Committee Record under the Details tab > Committee Info menu option. Event guest category type can be selected during the event registration process. Categories can be used in filtering queries and in creating prices.
Degrees	List the types of degrees you wish to have the option to associate with customer records. (Administrators can choose whether to use this as a lookup or free-text field via the configuration setting Education History Degrees. If the configuration setting is configured as free-text, the Degrees section will not appear in the settings list.)
Designations	Academic degrees and professional designations (such as "CFA") can be added here. Designations are accessible in the Individual Record under the Account tab > Additional Info. (See also: Setting up Designations.)
Discipline	The discipline an individual is in.
Districts / Regions	Set up districts and regions which can either be manually selected or which can be set to auto-apply to customer records by ZIP code.
Employees Range	Create a list of options to track the number of employees an organization has.
Engagement Score	Create engagement score rules for use in tracking customer engagement. See also: Tracking Customer Engagement
Expertise	An individual's field of expertise.
Field of Study	The field of study in which an individual is invested. (Administrators can choose whether to use this as a lookup or free-text field via the Configuration App setting "Education History Field of Study." If set as free-text, this option will not appear in the settings list.)
Gender	Create a list of gender options (e.g., "male," "female," "non-binary") to be selectable in areas such as during the sign-up process and the My Profile page.
Institutions	List institutions with which individuals may be associated. (Administrators can choose whether to use this as a look up or free-text field via the Configuration App setting "Education History Institution." If this is set as free-text, this option will not appear in the settings list.)
Job Roles	Job roles describe the function of an individual in an organization (e.g., CEO, Manager).
License Types	License Types:If your association tracks or assigns customer licenses, set up the list of license types here. See also: Setting Up and Applying Licenses to a Customer Record
Note Category	The option to create notes on records appears throughout the system. Create a list of note category types, selectable during note creation on various records such as Customer Records, orders, and invoices.
Prefix	Prefixes on the names of individuals (e.g., "Ms.," "Mr.," "Dr."). Selectable when adding or managing an Individual Record.
Prospect Lists	Categorize prospects using prospect lists. Prospect lists created here are selectable under the Customers App > Prospects.
Relationship Types	Relationship types between individuals, between individuals and organizations, and between organizations can be created in this tab. Relationship types drive membership benefit flow down, as well as the level of access that non-staff users have to manage and purchase for their related organizations. See also: Creating Relationship Types.
Sales Region	Create a list of regions that can be manually assigned to customer records.
Services	Track the types of services that organizations specialize in.
Source Codes	Create source codes to indicate the source of the customer's record information. For example, whether it was collected from a social media site such as LinkedIn or from interaction with the customer at an event. A default source code can be set to auto-populate in this field.
Suffix	Suffixes on the names of individuals (e.g., "Jr.," "Sr.," "III"). Selectable when adding or managing an Individual Record.
Tags	Create tags by which records can be labeled. See also: Setting up Tags