The Customer Interest is an additional filter to link customers with similar interests or purchase categories.
To add or edit customer interest:
1. In the RPM menu, click Customers and then click All Customers.
The All Customers screen is displayed.
2. Do one of the following:
- To add a new customer, select New Customer.
- To modify an existing customer, select the customer and then select Edit.
The Customer Details screen is displayed.
3. Right-click on the Interest section and select Add Interest.
The Customer Interests dialogue is displayed.
4. Do one of the following:
- To add the existing interest, select the interest and then select OK
- To add a new interest, select New Interest.
The Add Interest dialogue is displayed.
5. Enter the customer interest(s) and then select OK.
The new interest will be added to the list.
6. To assign the interest select the Interest check box and then select OK.
The interest will be added to the Interest section.
NOTE
You can remove an interest from the Interests section, by selecting it and then right-click and select Remove Interest.
