This section allows you to keep track of customer payment history, future payment obligations, and collection notes. Additionally, every invoice in this section will have complete details, showing part numbers, pricing, discounts, terms, delivery dates, partial payments, and transaction notes. The Financial section of Customer Relationships will store a complete history of every invoice, payment, quote, sales order, balance due, and aged receivable balances. All journal entries include a timestamp and digital signature. This history can be reviewed or printed for the life of the customer. The Journal allows you to keep a record of all contacts with the customer, such as: telephone calls, sales calls, letters, trade shows, collection letters, etc. You can assign an unlimited number of contacts and associated telephone numbers or emails. This section of the Customer folder holds your customer’s basic contact info, including names, addresses, phone numbers, email address and special notes. This will allow your staff to find the answer to any questions about their account a customer may have, in seconds. In short, the customer file is the complete repository of all data and information for a customer relationship. This product will provide you and your staff with quick access to all customer information, prior financial activity, and a storage point for customer documents (e.g. The focus of the Customer Relationships solution is to help you manage and retain your customers.
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