CRM Startup Overview

The Customer Relationship Management or CRM programs are used to create and manage customer, contact, and shipping address information that is used by many different StreamV systems.  Since CRM is central to many StreamV functions, the CRM area of the system should be started up early in the StreamV System setup process.

This document provides information on how to bring up the Customer and Contact Management area.  This step creates the Customer, Contact, ShipTo address, and other customer related data in the application, and it allows you to enable other systems like Order Processing and Order Fulfillment that make use of this data.

This document addresses basic customer setup issues.  Additional information for the different systems in the customer relationship area is available via the links provided below, and in the documentation for the referenced system.


CRM System Startup

CRM Basics

CRM Startup Checklist