Customer Classification

Use the tool to classify customers by placing them into profile folders.

Drag a customer objectA custom object is an object added to the Vine system in addition to the standard Vine objects. Custom objects are used to fine-tune the Vine system to specific needs. to a profile folderA folder in Vine is a named group of objects. to assign it to that profile.

The Customer Classification tool serves to classify customers in your database. The top level contains folders which specify general classification types. Inside each top level folder there can be multiple sub folders containing customers.

  • To add a customer to a folder, drag it to the folder.

  • To add a new classifying folder, simply drag it to the pane header.

  • To open a folder, double-click it or select it and click Open.

  • To open the top level folders in a table view, click Show In Table View