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Description:
The term client refers to a stored name and address of a contact of any type. A client may be defined as a prospect, customer, vendor, or another type that defines the purpose of the records inclusion in the database. Once information is entered into a client record, it is available to all other elements of the program. The client record is also a repository for current and historic information about the contact. Some of the current information includes the client type, taxable status, terms / conditions, credit limit, and current balance. The client record also includes keywords that furtherdefine the client and assign it to a searchable group. Historic information includes the date the client was added, a note list with the date and document mailed along with date specific notes, and general notes.
Benefits:
Telephone numbers format automatically and can be dialed through a modem
Allows an unlimited number of associates to be entered
Information such as birthdays and anniversaries can be tracked
All the numeric, text, date, time and check box fields are available to search and sort through
Client information can be merged into letters, labels and selected for reports
Details of telephone conversations can be recorded
Client data can be customized to meet your specific business needs
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