...
- Shipment list: All the documents that have been sent to the contact will automatically appear here: quotations, emails, marketing campaigns...
- Purchase history: Set of orders made by the contact.
- Cultural history: Set of products (events, passes, matches…) which the contact has attended or will attend toa ticket for. It can be a ticket under their name that they haven't purchased personally, but that someone else has purchased for them.
- Attendance history: Tickets that have been controlled at the access of the venue (museum, concert, opera...).
- Financial history: Set of payments made by the contact.
Here 's an example are two examples of how an order could be linked to several contacts and thus appear in different records:
...
- The teacher would be the relay of a school and he would be visiting the museum: the visit would appear in the cultural history of his relay contact file... and in his purchase history, as he made the order for the reservation.
- The students, if they were to have a contact file each and the tickets were attributed nominatively, the visit would appear in their cultural history.
- There would be no attendance history until the tickets are scanned at the entrance of the museum. So if one of the students finally doesn't come, they'd have the ticket in their cultural history, but not in the attendance one.
- The payment for the visit would be made by the school, so the visit would appear in the financial history of the school structure contact file.
A secretary calls the Opera to make a reservation for a the Executive Committee of the Pear Company:
- The secretary would be the relay of the Pear Company: the tickets to the Opera would appear in the their purchase history, as they made the order for the reservation.
- The members of the Executive Committee would have a contact file each, and the tickets would be nominative: the visit would appear in their cultural history.
- There would be no attendance history until the tickets are scanned at the entrance of the Opera. So if one of the members of the Executive Committee finally doesn't go to the event, they'd have the ticket in their cultural history, but not in the attendance history.
- The payment of the tickets would be made by the Pear Company, so the visit would appear only in the financial history of the Pear Company's structure contact file.
Remember that in order to see most of these records you need to select a timeframe.
...
If you want to know more about how the contact file is laid out and its internal logic, click here.
And finally, you can go on and test your knowledge here: SAM 1 - Concepts and basic principles: Exercices
...