Contact Manager

Contents

- Contact Manager
- Related Programs

Contact Manager

Purpose

This CRM Tool enables the registration of all calls from or to a customer.
Based on the status of a call, you can determine the progress of the feedback
to a customer. Also the possibility is there to plan certain calls or follow-up issues

Important Fields

Delivery Days of the week

The boxes from MO to SU will show all days of the week. If a day is marked,
it means that the customer is visited on that day. Information only.

Remark/Customer User Instruction

There can be an automated Pop Up of the Customer User Instruction. See also User Instructions Dialog.

Active

Active

dfDateActive

dfDateInactive

Account Manager

Account Manager

txtDebtor

txtDebtor

Service Employee

Service Employee

txtMasterAccount

txtMasterAccount

dfDateInactive

dfDateInactive

Service Team

Service Team

txtVisitEvery

txtVisitEvery

Collection Resp.

Collection Resp.

Phone#

Phone#

Sales Person

Sales Person

Business Unit

Business Unit

Fax#

Fax#

Related Programs

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