Rob's TIMSS Blog

My discoveries and ramblings of TIMSS/Personify.

Monday, July 23, 2007

TIMSS 6: Active Customer Statuses

Starting in TIMSS 6.2.2, you can have multiple customer status codes that are active. Previously, there was only one active status: ACTIVE.

In System Types and Codes, the CUSTOMER_STATUS code is determined to be active based on option 2. Those that are active have ACTIVE in option 2. Those that are not active should have an option 2 of INACTIVE.

Now you can add your own statuses, like PROSPECT or VIP, to help distinguish certain types of customers. Please note that if you take advantage of this you will need to update any custom process and reports that you've created to also check the option 2 value of the CUSTOMER_STATUS to make sure you are pulling the active statuses.

Similarly, option 3 of the CUSTOMER_STATUS controls if customers with this status can place an order with a value of Y or N. This will default the Can Place Order flag on the customer record when the customer is created or when the customer's status is changed.

Applies to: TIMSS 6

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