User guide

38 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
CRM TAB
The Customer Relations Manager (CRM) provides a convenient way to
handle customer issues that occur over a range of days or months. For
example, a customer reports a problem with a garment alteration that
requires interaction with the seamstress. Over a period of several days,
entries are made into the CRM detailing the sequence of events as each
occurs. Regardless of who the customer speaks with regarding this
issue, the full history of events is known, greatly enhancing intelligent
interaction with the customer. Use CRM to track issues such as overdue
invoices, late statement payments, bad checks, lost/damaged orders, etc.
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New Contact ButtonNew Contact Button
New Contact ButtonNew Contact Button
New Contact Button—Adds new events to the customer record.
The user (clerk), store, workstation, and date/time are all automati-
cally logged with the entry of a new event. Event types and resolu-
tion are user definable and are selected when adding an event.
Detailed comments for each event selected in the Contact/Event
History list event are displayed in the Comments field.
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Print History ButtonPrint History Button
Print History ButtonPrint History Button
Print History Button—Allows event history to be printed to the
report printer.
Customer View (
CVCV
CVCV
CV) Dialog—
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RM TRM T
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