Hi IFS Community,
Subject:
Our sales team wants to implement a customer leveling system (segmentation) within IFS. The goal is to categorize customers based on their value/performance:
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Level A: Top-tier customers
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Level B/C: Mid-tier
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Level D: Low-performing or "poor" customers
What is the most efficient way to handle this in IFS Apps 10? We are considering a few options:
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Customer Statistic Group: Using the standard "Stat Group" field on the Customer record.
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Custom Fields: Creating a persistent custom field with a fixed List of Values (LoV).
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Customer Category: Utilizing the built-in Category field (though this is often used for Prospect/Customer distinction).
My questions are:
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Which standard field do you recommend for such a rating system?
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If we use a Custom Field, have you implemented any automation (e.g., via Lobby or Business Reporter) that updates these levels based on annual revenue?