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Contacts settings

CUSTOMERS TAXONOMIES

It is possible to associate terms of taxonomies with personal data for better archiving and statistical calculations.
The terms associated in this section will be available for the choice in the creation / modification of the master records. It is also possible to choose whether to show the terms in the personal data grid to apply search filters.
The available taxonomies are of 3 types: Category (eg customers, suppliers), Interests (to profile a record on one or more specific interests) and Origin (to identify an eventual channel from which contact was made). Actually the denomination of taxonomies is purely conventional, they can be used for the profiling of contacts in a way that meets your business needs.

After creating terms in a taxonomy it will be possible to produce a separate table for each term to improve the display and filters. This setting can be found in the “Advanced Settings tab” of the version PRO.

 

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