Updating customer grade by batch

  1. In M3, open the 'Customer. Open' (CRS610) program.
  2. To show the Customer Classification button, perform these steps:
    1. Select Tools > Personalize > Scripts.
    2. Specify this information:
      Script
      Specify M3_CustomerClassification_H5.
      Argument
      Specify 9,5,Customer Classification,[Birst space ID].

      To acquire your Birst space ID, consult with the Birst administrator of your tenant.

    3. Click Add.
    4. Click Save.
    5. Click Refresh.
  3. Select the customers. You can select up to 20.
  4. Click Customer Classification.

    You can view the current classifications for the selected customers, the division where each customer was scored, and the total invoiced amount. This information is retrieved from Birst.

  5. To update their grades, click Save.
    Note: If the customer has transactions in multiple divisions, you can view the tier assigned to each division. When you click Save, the tier from the division with the highest invoiced amount is saved to the field in the M3 panel.