Use profiles to classify contacts

You can set up profile questionnaires that you want to use when entering information about your contacts' profiles. Within each questionnaire, you can set up the different questions you intend to ask your contacts.

You can also run the questionnaire to answer some of the questions based on contact, customer, or vendor data automatically.

To add a profile questionnaire

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Questionnaire Setup, and then choose the related link.
  2. On the Home tab, in the New group, choose New.
  3. Fill in the fields as necessary. Hover over a field to read a short description.

To add questions to a profile questionnaire

  1. Choose the relevant profile questionnaire, and then on the Home tab, in the Process group, choose Edit Questionnaire Setup.
  2. On the first empty line, in the Type field, choose Question and type your question in the Description field. Fill in the other fields on this line.
  3. On the next empty line, in the Type field, choose Answer and type your answer in the Description field.
  4. In the Priority field, select the priority. In the From Value and To Value fields, define a point range. Contacts that receive points within the defined range will get the answer.

Repeat these steps to enter all the questions and answers within the profile questionnaire.

After you have created a questionnaire, you must create contact ratings to classify your contacts. You can also set up questions that are rated automatically based on information in the contact card.

NOTE

If you enter a question that is automatically answered, choose Line, and then choose Question Details, to enter the criteria to automatically answer the question.

The Automatic Classification of Contacts

You can automatically classify your contacts according to customer, vendor, and contact information, by setting up automatically answered profile questions on the Profile Questionnaire Setup page.

NOTE

Only contacts that are recorded as customers can be assigned a classification based on customer data and only contacts that are recorded as vendors can be assigned a classification based on vendor data. The automatic classification is not updated automatically. Consequently, you may want to update the profile questionnaires, after you have updated the customer, vendor or contact data they are based on.

After you have set up automatically answered profile questions, if you assign the profile questionnaire containing these questions to a contact, Business Central will automatically assign the right answers for the contact.

Example

You can classify your contacts according to how much they bought from you:

Answer Applies to

A

contacts who bought for 500,000 LCY or more

B

contacts who bought for 100,000 up to 499,999 LCY

C

contacts who bought for 99,999 LCY or less

To do this, fill on the Profile Questionnaire Setup page as follows:

Type Description Automatic Classification From Value To Value

Question

ABC Classification

Click to insert a check mark

Answer

A

500,000

Answer

B

100,000

499,999

Answer

C

99,999

Then fill on the Profile Question Details page as follows:

Field Value
Customer Classification Field Sales (LCY)
Classification Method Defined Value

When you assign the profile questionnaire containing this question to a contact, the program automatically enters the relevant answer for this contact on the profile lines of the contact card.

See Also

Creating Contacts


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